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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Pinnacle Associates
New York
$7.68M -$4.49M -83,160 -35%
MWM
277
McNaughton Wealth Management
California
$7.67M +$242K +4,484 +3%
VFP
278
Verus Financial Partners
Virginia
$7.62M -$98.6K -1,824 -1%
WFAG
279
Wescott Financial Advisory Group
Pennsylvania
$7.62M +$72K +1,332 +0.9%
RWIA
280
Roger Wittlin Investment Advisory
California
$7.6M -$4.74M -87,744 -36%
EWA
281
Exencial Wealth Advisors
Oklahoma
$7.43M +$321K +5,944 +4%
DADC
282
D.A. Davidson & Co
Montana
$7.38M -$30.3K -560 -0.4%
UFA
283
US Financial Advisors
Massachusetts
$7.35M +$191K +3,528 +2%
RWM
284
RKL Wealth Management
Pennsylvania
$7.34M -$14K -260 -0.2%
IHWM
285
Iron Horse Wealth Management
Iowa
$7.34M +$857K +15,868 +12%
NIM
286
Northeast Investment Management
Massachusetts
$7.25M +$1.97M +36,432 +33%
TA
287
TruWealth Advisors
Louisiana
$7.25M +$395K +7,304 +5%
JFA
288
JNBA Financial Advisors
Minnesota
$7.23M -$261K -4,836 -3%
SAM
289
Silverhawk Asset Management
Arizona
$7.17M -$25.7K -476 -0.3%
WFPG
290
Waller Financial Planning Group
Ohio
$7.16M +$480K +8,884 +7%
QIM
291
Quest Investment Management
Oregon
$7.15M +$553K +10,232 +8%
RPC
292
Rossmore Private Capital
Connecticut
$7.13M +$574K +10,620 +8%
CP
293
Capital Planning
Washington
$7.09M +$2.38K +44 +0%
ASN
294
Advisory Services Network
Georgia
$7.08M +$493K +9,128 +7%
MCM
295
Maryland Capital Management
Maryland
$7.05M -$1.64M -30,340 -17%
MG
296
Mather Group
Illinois
$7.01M +$4.5M +83,204 +140%
BFAG
297
Blackston Financial Advisory Group
Florida
$6.99M +$635K +11,752 +9%
SPIA
298
Steward Partners Investment Advisory
New York
$6.97M -$462K -8,544 -6%
OC
299
Oppenheimer & Co
New York
$6.94M +$225K +4,172 +3%
FNFDCM
300
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.93M +$91.9K +1,700 +1%