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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2251
Capital Performance Advisors
California
– -$258K -3,692 Closed
NCM
2252
Noesis Capital Mangement
Florida
– -$256K -3,656 Closed
LWL
2253
Leo Wealth LLC
Texas
– -$233K -3,324 Closed
SCM
2254
Sollinda Capital Management
Florida
– -$227K -3,244 Closed
QHA
2255
Quarry Hill Advisors
Minnesota
– -$223K -3,188 Closed
RFN
2256
RDA Financial Network
Iowa
– -$220K -3,140 Closed
IA
2257
Insight Advisors
Pennsylvania
– -$215K -3,068 Closed
OCM
2258
Orser Capital Management
Texas
– -$213K -3,040 Closed
TA
2259
TKG Advisors
Indiana
– -$213K -3,040 Closed
KF
2260
KKM Financial
Illinois
– -$207K -2,960 Closed
RFA
2261
ROI Financial Advisors
Oregon
– -$203K -2,900 Closed
LWA
2262
Lantern Wealth Advisors
New York
– -$203K -2,896 Closed
CCM
2263
Canal Capital Management
Virginia
– -$201K -2,872 Closed
GBA
2264
Garrison Bradford & Associates
New York
– -$168K -2,400 Closed
T
2265
Transce3nd
Texas
– -$151K -2,152 Closed
FC
2266
Family CFO
California
– -$131K -1,876 Closed
PSFG
2267
Park Square Financial Group
Georgia
– -$127K -1,816 Closed
AWM
2268
Atticus Wealth Management
Florida
– -$119K -1,700 Closed
MASECO Private Wealth
2269
MASECO Private Wealth
– -$64.4K -920 Closed
Evelyn Partners Investment Management
2270
Evelyn Partners Investment Management
– -$57.6K -824 Closed
BA
2271
Ballast Advisors
Minnesota
– -$34.1K -488 Closed
AIA
2272
Armor Investment Advisors
North Carolina
– -$29.4K -420 Closed
JGCM
2273
Joseph Group Capital Management
Ohio
– -$28K -400 Closed
T
2274
Tidemark
California
– -$19.6K -280 Closed
CICI
2275
Capital Investment Counsel Inc
North Carolina
– -$15.1K -216 Closed