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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
276
Zhang Financial
Michigan
$10.7M +$437K +8,184 +5%
HFW
277
Horizon Family Wealth
Illinois
$10.7M -$38.9K -728 -0.4%
IHWM
278
Iron Horse Wealth Management
Iowa
$10.6M +$372K +6,960 +4%
CIAS
279
Capital Investment Advisory Services
North Carolina
$10.6M +$6.16M +115,324 +172%
AGA
280
Arkos Global Advisors
Texas
$10.5M -$192K -3,600 -2%
DAS
281
Dynamic Advisor Solutions
Arizona
$10.4M +$1.69M +31,572 +21%
BONH
282
Bank of New Hampshire
New Hampshire
$10.4M -$83.8K -1,568 -0.9%
AW
283
Avion Wealth
Texas
$10.2M -$164K -3,072 -2%
KFP
284
KMG Fiduciary Partners
Ohio
$10.1M +$43.8K +820 +0.5%
MWM
285
McNaughton Wealth Management
California
$10.1M +$462K +8,656 +5%
TA
286
TruWealth Advisors
Louisiana
$10M -$69K -1,292 -0.7%
CP
287
Capital Planning
Washington
$10M +$858K +16,052 +10%
AAM
288
Ameraudi Asset Management
New York
$10M +$1.12M +20,904 +14%
GFWA
289
Grey Fox Wealth Advisors
Delaware
$9.96M +$813K +15,216 +10%
Principal Financial Group
290
Principal Financial Group
Iowa
$9.96M +$2.75M +51,432 +43%
PA
291
Pinnacle Associates
New York
$9.96M +$202K +3,780 +2%
CG
292
Caprock Group
Idaho
$9.94M +$172K +3,212 +2%
MMPW
293
Mitchell McLeod Pugh & Williams
Alabama
$9.94M +$1.01M +18,920 +12%
FMWA
294
Forvis Mazars Wealth Advisors
Missouri
$9.89M -$676K -12,644 -7%
GA
295
Greytown Advisors
Florida
$9.8M -$947K -17,728 -10%
DK
296
David Kennon
Florida
$9.78M -$56.8K -1,064 -0.6%
GL
297
Graypoint LLC
New York
$9.77M -$4.92K -92 -0.1%
AWA
298
Arkadios Wealth Advisors
Georgia
$9.75M +$1.27M +23,832 +17%
BCP
299
Berkeley Capital Partners
Georgia
$9.7M +$2.81M +52,568 +46%
SCA
300
Sandy Cove Advisors
Massachusetts
$9.68M +$1.12M +20,920 +14%