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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
276
Fiducient Advisors
Illinois
$14.6M +$4.67M +71,180 +52%
REMPR
277
Roof Eidam Maycock Peralta (REMP)
California
$14.6M -$113K -1,724 -0.8%
EFP
278
EnRich Financial Partners
Wisconsin
$14.6M +$242K +3,684 +2%
JFA
279
JNBA Financial Advisors
Minnesota
$14.5M +$5.59M +85,088 +69%
FOFP
280
Fee-Only Financial Planning
South Carolina
$14.5M +$56.2K +856 +0.4%
CIC
281
Carnegie Investment Counsel
Ohio
$14.4M +$307K +4,676 +2%
CWAF
282
Core Wealth Advisors (Florida)
Florida
$14.3M +$156K +2,380 +1%
JGIA
283
Jackson Grant Investment Advisers
Connecticut
$14.3M +$55.9K +852 +0.4%
Bank of Nova Scotia
284
Bank of Nova Scotia
Ontario, Canada
$14.2M +$13.1M +200,000 +5,988%
TW
285
Towerpoint Wealth
California
$14M -$971K -14,796 -7%
TWM
286
TriaGen Wealth Management
California
$14M +$937K +14,268 +8%
CSP
287
Cary Street Partners
Virginia
$14M +$5.23M +79,644 +66%
FNC
288
First National Corp
Massachusetts
$14M +$647K +9,864 +5%
Vanguard Group
289
Vanguard Group
Pennsylvania
$13.9M +$205K +3,116 +2%
WIA
290
World Investment Advisors
California
$13.9M +$641K +9,772 +5%
TFP
291
TrueWealth Financial Partners
Washington
$13.8M -$1.4M -21,360 -10%
AMG
292
Asset Management Group
Connecticut
$13.7M +$2.89K +44 +0%
SCA
293
STALEY CAPITAL ADVISERS
Pennsylvania
$13.5M -$8.66K -132 -0.1%
CB
294
Commerce Bank
Missouri
$13.5M +$610K +9,300 +5%
NIWA
295
New Insight Wealth Advisors
California
$13.5M +$433K +6,604 +4%
PA
296
Pinnacle Associates
New York
$13.5M -$390K -5,944 -3%
CFO
297
Custos Family Office
Texas
$13.5M +$363K +5,532 +3%
AWS
298
Atria Wealth Solutions
New York
$13.4M -$3.68M -56,044 -23%
NFG
299
Nations Financial Group
Iowa
$13.4M -$650K -9,904 -5%
SCA
300
Sandy Cove Advisors
Massachusetts
$13.4M +$523K +7,968 +4%