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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
McNaughton Wealth Management
California
$8.99M +$205K +3,488 +2%
DADC
277
D.A. Davidson & Co
Montana
$8.95M +$556K +9,472 +7%
SPIA
278
Steward Partners Investment Advisory
New York
$8.93M +$495K +8,432 +6%
DY
279
Dowling & Yahnke
California
$8.9M +$1.23M +20,888 +16%
GWM
280
GDS Wealth Management
Texas
$8.89M +$416K +7,088 +5%
RWM
281
RKL Wealth Management
Pennsylvania
$8.88M -$469 -8 -0%
CA
282
CoreCap Advisors
Michigan
$8.7M +$574K +9,776 +7%
SAM
283
Silverhawk Asset Management
Arizona
$8.69M +$1.14M +19,476 +15%
UFA
284
US Financial Advisors
Massachusetts
$8.67M +$244K +4,152 +3%
EWA
285
Exencial Wealth Advisors
Oklahoma
$8.62M +$271K +4,616 +3%
TA
286
TrueWealth Advisors
Alabama
$8.61M
VFP
287
Verus Financial Partners
Virginia
$8.56M -$178K -3,028 -2%
CP
288
Capital Planning
Washington
$8.55M +$276K +4,696 +3%
TA
289
TruWealth Advisors
Louisiana
$8.32M +$8.21M +139,876 New
MNG
290
Manning & Napier Group
New York
$8.3M
FNFDCM
291
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.27M +$61K +1,040 +0.8%
TCM
292
TD Capital Management
Tennessee
$8.27M -$79.3K -1,352 -1%
DAS
293
Dynamic Advisor Solutions
Arizona
$8.26M +$1.48M +25,308 +22%
KeyBank National Association
294
KeyBank National Association
Ohio
$8.25M -$461K -7,856 -5%
SMC
295
Smith, Moore & Co
Missouri
$8.22M +$306K +5,224 +4%
SC
296
Sierra Capital
Florida
$8.18M +$91.5K +1,560 +1%
OC
297
Oppenheimer & Co
New York
$8.14M +$846K +14,428 +12%
WFPG
298
Waller Financial Planning Group
Ohio
$8.12M +$689K +11,740 +9%
SG
299
StoneX Group
New York
$8.12M -$33.3K -568 -0.4%
MWM
300
Marietta Wealth Management
Georgia
$8.09M +$328K +5,596 +4%