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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
2151
Vontobel Holding
Switzerland
– -$928K -14,060 Closed
BWG
2152
Berry Wealth Group
Texas
– -$897K -13,588 Closed
GIA
2153
Goodwin Investment Advisory
Georgia
– -$835K -12,652 Closed
WAG
2154
Windsor Advisory Group
Ohio
– -$810K -12,272 Closed
DFCM
2155
Dark Forest Capital Management
Puerto Rico
– -$770K -11,668 Closed
JWM
2156
JPL Wealth Management
Colorado
– -$485K -7,348 Closed
TI
2157
Tidal Investments
Wisconsin
– -$479K -7,248 Closed
NCM
2158
Next Capital Management
New York
– -$466K -7,052 Closed
HIGP
2159
Hill Investment Group Partners
Missouri
– -$464K -7,028 Closed
SWIG
2160
Strategic Wealth Investment Group
Kentucky
– -$422K -6,384 Closed
RWA
2161
Roberts Wealth Advisors
California
– -$417K -6,188 Closed
GG
2162
Greenwood Gearhart
Arkansas
– -$397K -6,012 Closed
AC
2163
Avestar Capital
New York
– -$374K -5,668 Closed
TGAM
2164
TBH Global Asset Management
Tennessee
– -$364K -5,508 Closed
CCG
2165
Catalina Capital Group
California
– -$335K -5,076 Closed
IWA
2166
Icon Wealth Advisors
Texas
– -$331K -5,012 Closed
CG
2167
CFO4Life Group
Texas
– -$325K -4,916 Closed
NAM
2168
NorthCrest Asset Manangement
Minnesota
– -$318K -4,816 Closed
GT
2169
Greenleaf Trust
Michigan
– -$306K -4,628 Closed
SL
2170
SWMG LLC
Texas
– -$284K -4,108 Closed
PIWA
2171
Prevail Innovative Wealth Advisors
Kansas
– -$269K -4,072 Closed
MGW
2172
MB Generational Wealth
Washington
– -$268K -4,060 Closed
PPW
2173
Presilium Private Wealth
Pennsylvania
– -$268K -4,056 Closed
CF
2174
Clarity Financial
Texas
– -$261K -3,948 Closed
FWTB
2175
First Western Trust Bank
Colorado
– -$255K -3,864 Closed