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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2226
Jeppson Wealth Management
California
$218K +$210K +2,708 New
SFG
2227
Sather Financial Group
Texas
$218K +$210K +2,706 New
BHBT
2228
Burke & Herbert Bank & Trust
Virginia
$218K +$210K +2,704 New
DG
2229
Diesslin Group
Texas
$218K +$209K +2,701 New
STCOSD
2230
Sageworth Trust Company of South Dakota
South Dakota
$217K +$209K +2,696 New
RA
2231
Rise Advisors
New York
$217K +$209K +2,693 New
RAM
2232
Revere Asset Management
Texas
$217K +$209K +2,692 New
AV
2233
Aspiring Ventures
Ohio
$217K -$198K -2,548 -49%
PAMG
2234
Patton Albertson Miller Group
Tennessee
$216K +$208K +2,680 New
LTL
2235
Lowery Thomas LLC
California
$216K -$75.3K -971 -27%
FG
2236
Fairman Group
Pennsylvania
$215K -$775 -10 -0.4%
GWM
2237
Glass Wealth Management
Texas
$215K +$207K +2,666 New
1L
2238
10Elms LLP
Oklahoma
$214K – – –
MFA
2239
Morling Financial Advisors
California
$214K +$4.65K +60 +2%
FMTC
2240
Farmers & Merchants Trust Company
California
$214K +$206K +2,652 New
FNT
2241
First Nebraska Trust
Nebraska
$213K +$205K +2,644 New
RCM
2242
Richardson Capital Management
Wisconsin
$213K -$10.9K -141 -5%
LGA
2243
Lebenthal Global Advisors
New York
$212K +$204K +2,637 New
BAM
2244
Byrne Asset Management
New Jersey
$212K -$1.24K -16 -0.6%
FA
2245
Faithward Advisors
Pennsylvania
$212K +$204K +2,632 New
VPWA
2246
Vestia Personal Wealth Advisors
Indiana
$212K +$204K +2,630 New
RC
2247
Resolute Capital
South Carolina
$211K +$203K +2,623 New
SCM
2248
Stordahl Capital Management
Colorado
$210K +$202K +2,608 New
MM
2249
Main Management
California
$210K -$23.1K -298 -10%
SI
2250
Shaker Investments
Ohio
$210K +$202K +2,604 New