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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
2251
Atlantic Edge Private Wealth Management
Florida
$63K – – –
BW
2252
Basepoint Wealth
Iowa
$59.2K +$59.1K +812 New
DCM
2253
Dorato Capital Management
Colorado
$58.8K +$57K +784 New
OL
2254
one8zero8 LLC
North Carolina
$58.6K – – –
ZBNA
2255
Zions Bancorporation, National Association
Utah
$58.3K -$71.3K -980 -55%
KFG
2256
Kingdom Financial Group
Arizona
$58.3K +$58.5K +804 New
WAS
2257
Winch Advisory Services
Wisconsin
$58.1K +$291 +4 +0.5%
DWA
2258
Dougherty Wealth Advisers
Minnesota
$58K – – –
MASECO Private Wealth
2259
MASECO Private Wealth
$56.9K +$57K +784 New
WCAMG
2260
Woodard & Company Asset Management Group
North Carolina
$56.6K +$27.6K +380 +95%
IIL
2261
Insight Inv LLC
California
$55.4K – – –
FCG
2262
Financial Connections Group
California
$55K -$4.07K -56 -7%
PP
2263
PFS Partners
New Jersey
$54.5K +$582 +8 +1%
CWP
2264
Concord Wealth Partners
Virginia
$53.8K -$34K -468 -39%
LI
2265
LRI Investments
Florida
$53.7K – – –
RPCA
2266
Running Point Capital Advisors
California
$51.7K – – –
WCM
2267
Westend Capital Management
California
$50.8K – – –
YP
2268
YANKCOM Partnership
South Dakota
$49K +$19.2K +264 +64%
AWA
2269
American Wealth Advisors
Georgia
$48.8K +$291 +4 +0.6%
NOI
2270
Newton One Investments
Delaware
$48.5K – – –
AW
2271
Ankerstar Wealth
Texas
$48K +$48K +660 New
CC
2272
Corsicana & Co
Texas
$44.4K – – –
OP
2273
ORG Partners
Indiana
$43.3K +$5.53K +76 +15%
MWM
2274
MGB Wealth Management
Texas
$43K – – –
WPA
2275
West Paces Advisors
Georgia
$42.3K +$38.7K +532 +1,023%