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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2301
Clarity Asset Management
Iowa
$46.5K +$15.2K +204 +46%
LWMI
2302
Legacy Wealth Management (Idaho)
Idaho
$45.9K +$46.1K +620 +3,100%
CA
2303
Cache Advisors
California
$45.9K +$47.6K +640 New
WPA
2304
West Paces Advisors
Georgia
$41.9K – – –
EWM
2305
Evolution Wealth Management
Florida
$41.4K – – –
HPIA
2306
Hamilton Point Investment Advisors
North Carolina
$41.4K – – –
SRCM
2307
Signature Resources Capital Management
California
$40.5K – – –
BH
2308
Burk Holdings
Oklahoma
$39.9K +$41.3K +556 New
BCM
2309
Blume Capital Management
California
$39.9K – – –
POIA
2310
Pin Oak Investment Advisors
Texas
$38K – – –
CFS
2311
CGC Financial Services
Oregon
$37.9K – – –
WA
2312
Walsh & Associates
Florida
$37.7K -$1.78K -24 -4%
FNWA
2313
Financial Network Wealth Advisors
Utah
$37.4K – – –
PFA
2314
Pillar Financial Advisors
Kentucky
$36.5K – – –
UIA
2315
Ulland Investment Advisors
Minnesota
$36K – – –
ETS
2316
ESL Trust Services
New York
$35.9K – – –
PRAG
2317
Portfolio Resources Advisor Group
Florida
$35.6K – – –
YAL
2318
Your Advocates Ltd
Texas
$35.6K – – –
PP
2319
PFS Partners
New Jersey
$35.1K -$19.6K -264 -35%
PSB
2320
Piscataqua Savings Bank
New Hampshire
$35K – – –
DPW
2321
DiNuzzo Private Wealth
Pennsylvania
$34.5K – – –
JWM
2322
JPL Wealth Management
Colorado
$34.2K +$35.4K +476 New
CMP
2323
Coston McIsaac & Partners
Maine
$34K – – –
OAJ
2324
Ogorek Anthony Joseph
New York
$34K – – –
CB
2325
CNB Bank
Pennsylvania
$33.9K – – –