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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
2151
Spinnaker Investment Group
California
$244K +$234K +3,024 New
IPW
2152
Impact Partnership Wealth
Georgia
$243K +$234K +3,015 New
WF
2153
WinCap Financial
Massachusetts
$243K
UWP
2154
Uniting Wealth Partners
Kansas
$242K -$1.55K -20 -0.7%
CI
2155
Ceera Investments
Texas
$242K
JWBC
2156
J.W. Burns & Co
New York
$242K
FLA
2157
Financial Life Advisors
Texas
$241K -$9.07K -117 -4%
CIA
2158
Compass Ion Advisors
Pennsylvania
$241K -$43.6K -563 -16%
MWAM
2159
Manhattan West Asset Management
California
$241K
PCM
2160
Passive Capital Management
Maryland
$241K -$193K -2,487 -75%
CAL
2161
Capital Advisors Ltd
Ohio
$240K
BFA
2162
Beacon Financial Advisory
Ohio
$240K +$5.66K +73 +3%
EL
2163
EWA LLC
Pennsylvania
$238K +$465 +6 +0.2%
CA
2164
Crumly & Associates
Illinois
$238K +$229K +2,948 New
SF
2165
Succession Financial
Texas
$237K +$228K +2,944 New
GGI
2166
Godsey & Gibb Inc
Virginia
$236K -$5.43K -70 -2%
TWA
2167
Trellis Wealth Advisors
California
$236K
BF
2168
Brooklyn FI
New York
$236K -$13.6K -176 -6%
EARNEST Partners
2169
EARNEST Partners
Georgia
$236K +$227K +2,925 New
EFP
2170
Elser Financial Planning
Indiana
$236K +$227K +2,923 New
VCM
2171
Violich Capital Management
California
$235K
WA
2172
WealthTrust Axiom
Pennsylvania
$235K -$5.19K -67 -2%
FA
2173
Fedenia Advisers
Wisconsin
$234K -$543 -7 -0.2%
RIA
2174
Realta Investment Advisors
Delaware
$234K +$39.2K +505 +21%
ACIM
2175
Azimuth Capital Investment Management
Michigan
$234K +$7.75K +100 +4%