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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$2.82M +$2.15M +52,764 +331%
VWM
252
Venturi Wealth Management
Texas
$2.79M
MIG
253
McGuire Investment Group
Rhode Island
$2.79M +$2.77M +67,920 New
AIM
254
Anchor Investment Management
South Carolina
$2.77M +$16.3K +400 +0.6%
HB
255
Homrich & Berg
Georgia
$2.75M -$29.5K -724 -1%
WB
256
WesBanco Bank
West Virginia
$2.73M +$30.5K +748 +1%
FANJ
257
Financial Architects (New Jersey)
New Jersey
$2.71M
MAM
258
Marquette Asset Management
Minnesota
$2.69M -$103K -2,524 -4%
KCM
259
Kendall Capital Management
Maryland
$2.69M
KIA
260
KCM Investment Advisors
California
$2.68M -$484K -11,856 -15%
SSB
261
Sandy Spring Bank
Maryland
$2.67M +$242K +5,928 +10%
KWM
262
Kingsview Wealth Management
Oregon
$2.66M +$257K +6,304 +11%
HPWM
263
Highland Private Wealth Management
Washington
$2.62M +$30.2K +740 +1%
BJL
264
Brighton Jones LLC
Washington
$2.61M -$158K -3,876 -6%
A
265
AdvicePeriod
California
$2.6M +$2.59M +63,428 New
CP
266
Camelot Portfolios
Ohio
$2.6M -$108K -2,652 -4%
DADC
267
D.A. Davidson & Co
Montana
$2.58M -$221K -5,428 -8%
DC
268
DeDora Capital
California
$2.57M -$307K -7,520 -11%
ATC
269
Argent Trust Co
Tennessee
$2.57M +$374K +9,160 +17%
SC
270
SouthState Corp
Florida
$2.57M -$258K -6,324 -9%
BA
271
Bristlecone Advisors
Washington
$2.54M +$1.63K +40 +0.1%
SPIA
272
Steward Partners Investment Advisory
New York
$2.51M +$465K +11,404 +23%
DY
273
Dowling & Yahnke
California
$2.46M -$41.6K -1,020 -2%
BBA
274
Braun-Bostich & Associates
Pennsylvania
$2.45M +$95.3K +2,336 +4%
CG
275
Colony Group
Massachusetts
$2.43M -$61.2K -1,500 -2%