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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
2301
Affinity Wealth
Ohio
$33.1K +$33.2K +456 New
CAM
2302
Clarity Asset Management
Iowa
$32.3K +$291 +4 +0.9%
CWP
2303
Clark Wealth Partners
Illinois
$31.5K – – –
CFO
2304
Cambient Family Office
Michigan
$31.3K +$31.4K +432 New
TWM
2305
Timmons Wealth Management
Massachusetts
$31.1K +$31.1K +428 New
LIA
2306
Luken Investment Analytics
Tennessee
$30.8K +$30.8K +424 New
BFP
2307
Birchwood Financial Partners
Minnesota
$30.2K +$30.3K +416 New
AI
2308
Atomic Invest
New York
$29.2K +$29.1K +400 New
SIC
2309
SJS Investment Consulting
Ohio
$27.9K -$5.24K -72 -16%
VCM
2310
Versant Capital Management
Arizona
$27.3K -$187K -2,564 -87%
RMC
2311
Resources Management Corp
Connecticut
$27K – – –
GWS
2312
Greykasell Wealth Strategies
California
$27K +$2.04K +28 +8%
NRC
2313
New Republic Capital
North Carolina
$25.8K – – –
TCTC Holdings
2314
TCTC Holdings
Texas
$25.7K – – –
IAS
2315
IMA Advisory Services
Colorado
$25.5K – – –
BWA
2316
Basecamp Wealth Advisors
Washington
$25.5K +$25.6K +352 New
BA
2317
Blueline Advisors
New Hampshire
$24.1K +$24.2K +332 New
Vaughan Nelson Investment Management
2318
Vaughan Nelson Investment Management
Texas
$23.2K – – –
APW
2319
Aventura Private Wealth
Florida
$22.9K – – –
CFO
2320
Colony Family Offices
North Carolina
$22.9K – – –
RCM
2321
Raleigh Capital Management
North Carolina
$22.8K – – –
TCA
2322
Trifecta Capital Advisors
Illinois
$22.6K – – –
OWP
2323
ORG Wealth Partners
Texas
$21.5K +$5.53K +76 +35%
HC
2324
Hurley Capital
New York
$21.1K +$291 +4 +1%
KTC
2325
Kentucky Trust Company
Kentucky
$20.6K – – –