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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
2201
Clean Yield Group
Vermont
$163K – – –
AF
2202
Align Financial
Minnesota
$161K -$14.9K -200 -8%
AP
2203
Atwood & Palmer
Missouri
$152K +$157K +2,116 New
SFS
2204
Sunrise Financial Services
Washington
$150K +$155K +2,088 New
CTWM
2205
Cherry Tree Wealth Management
Minnesota
$143K – – –
IFS
2206
Intelligent Financial Strategies
Minnesota
$143K +$297 +4 +0.2%
SIM
2207
Synergy Investment Management
Florida
$143K +$148K +1,992 New
RFA
2208
Reyes Financial Architecture
California
$142K -$2.38K -32 -2%
SA
2209
Scarborough Advisors
Maryland
$142K +$147K +1,972 New
CTA
2210
Colonial Trust Advisors
South Carolina
$141K – – –
SIP
2211
Sellwood Investment Partners
Oregon
$140K – – –
GTAM
2212
Global Trust Asset Management
Florida
$138K -$66.3K -892 -32%
HBW
2213
Hazlett, Burt & Watson
West Virginia
$137K +$14.3K +192 +11%
TCM
2214
Triumph Capital Management
Colorado
$137K – – –
SBI Securities
2215
SBI Securities
Japan
$137K +$297 +4 +0.2%
FM
2216
Family Management
New York
$135K – – –
MEG
2217
Millstone Evans Group
Colorado
$132K – – –
MMG
2218
Monetary Management Group
Missouri
$126K +$131K +1,760 New
FRA
2219
Front Row Advisors
California
$126K – – –
GIL
2220
Go Invest LLC
Utah
$124K +$5.65K +76 +5%
CB
2221
Centennial Bank
Arkansas
$124K -$1.49K -20 -1%
TC
2222
Trust Company
Kansas
$120K -$222K -2,988 -64%
SA
2223
Seneschal Advisors
Washington
$119K – – –
MLA
2224
MB, Levis & Associates
Pennsylvania
$117K +$297 +4 +0.2%
AFC
2225
Ares Financial Consulting
California
$117K – – –