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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
2376
Hamilton Point Investment Advisors
North Carolina
$68K +$20.8K +268 +47%
PJC
2377
Phillip James Consulting
Minnesota
$66.1K +$63.6K +820 New
WAS
2378
Winch Advisory Services
Wisconsin
$64.8K -$4.65K -60 -7%
ZBNA
2379
Zions Bancorporation, National Association
Utah
$64.8K – – –
EWM
2380
Evolution Wealth Management
Florida
$64.8K +$17.7K +228 +40%
FDW
2381
Fourth Dimension Wealth
Ohio
$64.5K +$49.4K +637 +388%
DWA
2382
Dougherty Wealth Advisers
Minnesota
$64.5K – – –
OL
2383
one8zero8 LLC
North Carolina
$64.5K – – –
SIC
2384
SJS Investment Consulting
Ohio
$62.8K – – –
WCAMG
2385
Woodard & Company Asset Management Group
North Carolina
$62.8K – – –
YP
2386
YANKCOM Partnership
South Dakota
$62.8K +$8.06K +104 +15%
IIL
2387
Insight Inv LLC
California
$62.5K – – –
SIM
2388
Sims Investment Management
Ohio
$62.2K +$59.9K +772 New
CWP
2389
Concord Wealth Partners
Virginia
$60.2K +$57.9K +747 New
LI
2390
LRI Investments
Florida
$59.6K – – –
DCM
2391
Dorato Capital Management
Colorado
$58.3K -$4.96K -64 -8%
NOI
2392
Newton One Investments
Delaware
$53.8K – – –
WCM
2393
Westend Capital Management
California
$52.8K -$3.49K -45 -6%
CC
2394
Corsicana & Co
Texas
$49.3K -$11.5K -148 -19%
CFM
2395
Compass Financial Management
Florida
$49K +$46.8K +604 New
PS
2396
Pinney & Scofield
Massachusetts
$48.1K -$14.5K -187 -24%
CPG
2397
Cornerstone Planning Group
New Jersey
$47.1K -$374K -4,827 -89%
BCM
2398
Blume Capital Management
California
$45.8K +$1.01K +13 +2%
BH
2399
Burk Holdings
Oklahoma
$44.8K – – –
POIA
2400
Pin Oak Investment Advisors
Texas
$43K – – –