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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
2276
Intelligent Financial Strategies
Minnesota
$161K +$388 +5 +0.3%
SIM
2277
Synergy Investment Management
Florida
$160K
CTA
2278
Colonial Trust Advisors
South Carolina
$159K +$1.63K +21 +1%
GTAM
2279
Global Trust Asset Management
Florida
$155K
TCM
2280
Triumph Capital Management
Colorado
$154K +$310 +4 +0.2%
SS
2281
SBI Securities
Japan
$152K -$930 -12 -0.6%
FM
2282
Family Management
New York
$151K
TC
2283
Trust Company
Kansas
$150K +$14.6K +188 +11%
MEG
2284
Millstone Evans Group
Colorado
$149K
HCM
2285
Hollencrest Capital Management
California
$148K -$55.5K -716 -28%
RFA
2286
Reyes Financial Architecture
California
$148K -$11.5K -148 -7%
FRA
2287
Front Row Advisors
California
$146K +$78 +1 +0.1%
GIL
2288
Go Invest LLC
Utah
$142K +$3.02K +39 +2%
TPW
2289
TOP Private Wealth
Connecticut
$140K +$135K +1,738 New
NRG
2290
Nemes Rush Group
Michigan
$139K +$38.1K +491 +40%
SIP
2291
Sellwood Investment Partners
Oregon
$136K -$20.4K -263 -13%
RWM
2292
Raffa Wealth Management
District of Columbia
$136K -$1.11M -14,263 -89%
SA
2293
Seneschal Advisors
Washington
$134K
MLA
2294
MB, Levis & Associates
Pennsylvania
$132K +$465 +6 +0.4%
EF
2295
Entrust Financial
Pennsylvania
$131K
AFC
2296
Ares Financial Consulting
California
$130K
NG
2297
NWK Group
California
$130K
FPF
2298
First Pacific Financial
Washington
$129K -$72.5K -935 -37%
SFS
2299
Sunrise Financial Services
Washington
$129K -$37.8K -488 -23%
T
2300
Tidemark
California
$129K +$124K +1,596 New