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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UFA
251
US Financial Advisors
Massachusetts
$8.02M -$4.61M -79,556 -37%
PRA
252
Pine Ridge Advisers
New York
$8.01M
EWA
253
Exencial Wealth Advisors
Oklahoma
$7.98M -$142K -2,456 -2%
RPC
254
Rossmore Private Capital
Connecticut
$7.94M +$591K +10,192 +8%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$7.9M
CP
256
Capital Planning
Washington
$7.88M +$133K +2,296 +2%
SMC
257
Smith, Moore & Co
Missouri
$7.81M -$277K -4,772 -3%
WP
258
WMS Partners
Maryland
$7.75M -$139K -2,400 -2%
HL
259
HeadInvest LLC
Maine
$7.75M +$142K +2,448 +2%
AFP
260
Ausdal Financial Partners
Iowa
$7.74M +$215K +3,712 +3%
CA
261
Cetera Advisors
Colorado
$7.64M +$833K +14,376 +13%
HI
262
Harbour Investments
Wisconsin
$7.62M +$538K +9,288 +8%
SW
263
SVB Wealth
Massachusetts
$7.61M +$657K +11,344 +10%
SG
264
StoneX Group
New York
$7.57M +$852K +14,708 +13%
SCA
265
STALEY CAPITAL ADVISERS
Pennsylvania
$7.54M +$304K +5,240 +4%
Fiera Capital (Canada)
266
Fiera Capital (Canada)
Quebec, Canada
$7.29M -$411K -7,084 -5%
WFPG
267
Waller Financial Planning Group
Ohio
$7.27M -$70.7K -1,220 -1%
BFWA
268
Benchmark Financial Wealth Advisors
Florida
$7.23M +$637K +10,996 +10%
BFS
269
Beacon Financial Strategies
North Carolina
$7.21M +$7.05M +121,564 New
DADC
270
D.A. Davidson & Co
Montana
$7.2M +$434K +7,496 +7%
SBL
271
Sargent Bickham Lagudis
Colorado
$7.15M -$29.7K -512 -0.4%
PMG
272
ProVise Management Group
Florida
$7.15M +$1.79M +30,856 +34%
DWM
273
Doyle Wealth Management
Florida
$7.14M +$2.2M +38,020 +46%
Victory Capital Management
274
Victory Capital Management
Texas
$7.14M
AWM
275
Aries Wealth Management
Maine
$7.12M +$204K +3,520 +3%