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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
251
Benjamin Edwards Inc
Missouri
$14M +$13.4M +212,796 New
REMPR
252
Roof Eidam Maycock Peralta (REMP)
California
$14M -$78.1K -1,244 -0.6%
FOFP
253
Fee-Only Financial Planning
South Carolina
$13.9M +$3.27K +52 +0%
KWAG
254
Kiely Wealth Advisory Group
North Carolina
$13.8M -$527K -8,392 -4%
LFA
255
Legend Financial Advisors
Pennsylvania
$13.7M +$212K +3,376 +2%
GA
256
Geller Advisors
New York
$13.7M +$231K +3,684 +2%
CWAF
257
Core Wealth Advisors (Florida)
Florida
$13.7M +$155K +2,464 +1%
AllianceBernstein
258
AllianceBernstein
Tennessee
$13.6M +$264K +4,200 +2%
IHWM
259
Iron Horse Wealth Management
Iowa
$13.6M +$580K +9,236 +5%
WPC
260
Wedmont Private Capital
Pennsylvania
$13.6M +$2.87M +45,716 +28%
CWA
261
Consilio Wealth Advisors
Washington
$13.5M -$109K -1,732 -0.8%
UFA
262
US Financial Advisors
Massachusetts
$13.5M +$300K +4,776 +2%
MFG
263
Merit Financial Group
Georgia
$13.4M +$881K +14,036 +7%
RA
264
Ruggaard & Associates
Ohio
$13.3M +$5.78K +92 +0%
ML
265
McAdam LLC
Pennsylvania
$13.3M +$12.3M +195,480 +2,996%
OHWP
266
Oak Harbor Wealth Partners
North Carolina
$13.2M +$783K +12,472 +7%
GL
267
Graypoint LLC
New York
$13.2M -$1.76K -28 -0%
CIC
268
Carnegie Investment Counsel
Ohio
$13.2M -$201K -3,204 -2%
JGIA
269
Jackson Grant Investment Advisers
Connecticut
$13.2M +$107K +1,708 +0.9%
DAS
270
Dynamic Advisor Solutions
Arizona
$13.1M -$284K -4,524 -2%
DC
271
Dorval Corp
Minnesota
$13.1M +$120K +1,904 +0.9%
BAMG
272
Brand Asset Management Group
Missouri
$12.9M -$291K -4,628 -2%
WF
273
Whelan Financial
California
$12.8M +$33.4K +532 +0.3%
HC
274
Hillman Company
Pennsylvania
$12.7M
CP
275
Capital Planning
Washington
$12.7M +$67.8K +1,080 +0.6%