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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
251
Frisch Financial Group
New York
$16M +$168K +2,560 +1%
SFG
252
Sage Financial Group
Pennsylvania
$16M +$5.54M +84,428 +58%
SC
253
Sierra Capital
Florida
$16M -$271K -4,124 -2%
FCP
254
Fidelis Capital Partners
Florida
$16M -$215K -3,272 -1%
PA
255
Parallel Advisors
California
$15.9M -$457K -6,964 -3%
IHWM
256
Iron Horse Wealth Management
Iowa
$15.8M +$355K +5,404 +2%
NLWP
257
Next Level Wealth Planning
Idaho
$15.8M +$1.48M +22,600 +11%
CIA
258
Concurrent Investment Advisors
Florida
$15.6M +$2.08M +31,720 +17%
SA
259
Sylvest Advisors
Texas
$15.5M +$225K +3,428 +2%
Principal Financial Group
260
Principal Financial Group
Iowa
$15.5M -$10.4M -158,908 -42%
WA
261
Waverly Advisors
Alabama
$15.4M +$195K +2,976 +1%
Schroder Investment Management Group
262
Schroder Investment Management Group
United Kingdom
$15.3M +$484K +7,380 +3%
WMA
263
William Mack & Associates
Michigan
$15.3M +$5.34M +81,372 +59%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$15.3M +$2.26M +34,404 +19%
AC
265
AlphaCore Capital
California
$15.3M +$9.18M +139,788 +181%
JRFS
266
James Reed Financial Services
Ohio
$15.2M +$607K +9,244 +4%
JA
267
JVL Associates
Michigan
$15.2M +$1.77M +27,028 +14%
AA
268
AJ Advisors
Tennessee
$15.2M -$2.23M -33,972 -14%
BAMG
269
Brand Asset Management Group
Missouri
$15.2M +$1.87M +28,412 +15%
AWE
270
Avidian Wealth Enterprises
Texas
$15.1M -$135K -2,056 -0.9%
WPC
271
Wedmont Private Capital
Pennsylvania
$15.1M +$655K +9,980 +5%
JWCA
272
J.W. Cole Advisors
Florida
$15.1M +$6.37M +97,020 +82%
DC
273
Dorval Corp
Minnesota
$15M +$459K +6,996 +3%
KPWS
274
Kestra Private Wealth Services
Texas
$14.7M +$3.14M +47,768 +29%
OHWP
275
Oak Harbor Wealth Partners
North Carolina
$14.6M -$64.9K -988 -0.5%