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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
301
Ashton Thomas Private Wealth
Arizona
$6.72M +$1.03M +16,992 +18%
SIM
302
Stratos Investment Management
Ohio
$6.64M +$6.23M +103,064 +1,123%
SPIA
303
Steward Partners Investment Advisory
New York
$6.61M +$1.09M +18,084 +19%
BFS
304
Beacon Financial Strategies
North Carolina
$6.6M -$606K -10,032 -8%
EFS
305
Essex Financial Services
Connecticut
$6.6M +$1.55M +25,580 +30%
Vanguard Group
306
Vanguard Group
Pennsylvania
$6.59M -$6.29M -104,036 -48%
SHGA
307
Sand Hill Global Advisors
California
$6.54M
HPWM
308
Highland Private Wealth Management
Washington
$6.5M +$572K +9,464 +9%
CAG
309
Crestwood Advisors Group
Massachusetts
$6.5M
ZCM
310
Ziegler Capital Management
Illinois
$6.47M +$17.2K +284 +0.3%
OIA
311
OneDigital Investment Advisors
Kansas
$6.41M -$274K -4,540 -4%
LIA
312
LBMC Investment Advisors
Tennessee
$6.38M +$8.56M +141,720 +131%
OCM
313
One Capital Management
California
$6.38M +$22K +364 +0.3%
CAM
314
Cozad Asset Management
Illinois
$6.33M +$439K +7,272 +7%
AMG
315
Asset Management Group
Connecticut
$6.3M +$1.28M +21,216 +25%
FB
316
First Bancorp
Maine
$6.28M +$6.41M +106,100 New
AI
317
Atria Investments
North Carolina
$6.27M +$376K +6,228 +6%
NIM
318
Northeast Investment Management
Massachusetts
$6.25M -$126K -2,092 -2%
FMP
319
Financial Management Professionals
Texas
$6.24M -$281K -4,652 -4%
GC
320
Gibson Capital
Pennsylvania
$6.24M
BWA
321
BDO Wealth Advisors
Florida
$6.22M -$10.9K -180 -0.2%
DAS
322
Dynamic Advisor Solutions
Arizona
$6.22M +$652K +10,796 +11%
MIAN
323
Mariner Independent Advisor Network
Kansas
$6.17M +$394K +6,516 +7%
IAIM
324
International Assets Investment Management
Florida
$6.17M -$4.71M -77,896 -35%
AWA
325
Arkadios Wealth Advisors
Georgia
$6.11M +$63.8K +1,056 +1%