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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
301
Fort Washington Investment Advisors
Ohio
$7.56M -$6.82M -133,984 -47%
RFS
302
Retirement Financial Solutions
Tennessee
$7.55M +$7.54M +148,104 New
WFA
303
Wells Financial Advisors
Massachusetts
$7.5M -$698K -13,704 -9%
BSW
304
Buckingham Strategic Wealth
Missouri
$7.49M +$1.29M +25,304 +21%
HCM
305
Hall Capital Management
Rhode Island
$7.48M +$397K +7,800 +6%
CP
306
Capital Planning
Washington
$7.48M +$124K +2,432 +2%
SPIA
307
Steward Partners Investment Advisory
New York
$7.43M -$31K -608 -0.4%
QIM
308
Quest Investment Management
Oregon
$7.43M +$32.4K +636 +0.4%
BWM
309
BCGM Wealth Management
Indiana
$7.4M +$65K +1,276 +0.9%
HFRG
310
Houlihan Financial Resource Group
Virginia
$7.37M -$144K -2,836 -2%
WFPG
311
Waller Financial Planning Group
Ohio
$7.33M -$341K -6,704 -4%
RFM
312
Royal Fund Management
Florida
$7.33M +$357K +7,004 +5%
FNFDCM
313
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.29M -$22K -432 -0.3%
FB
314
First Bancorp
Maine
$7.29M -$60.9K -1,196 -0.8%
JFA
315
JNBA Financial Advisors
Minnesota
$7.26M -$201K -3,948 -3%
BRWA
316
B. Riley Wealth Advisors
Florida
$7.26M +$1.75M +34,392 +32%
TWM
317
TriaGen Wealth Management
California
$7.17M +$140K +2,740 +2%
TPCW
318
TD Private Client Wealth
New York
$7.16M +$1.41M +27,748 +25%
KeyBank National Association
319
KeyBank National Association
Ohio
$7.09M +$205K +4,032 +3%
TCM
320
TD Capital Management
Tennessee
$7.07M +$20.4K +400 +0.3%
ACA
321
Aspire Capital Advisors
Washington
$7.06M +$2.64M +51,756 +60%
MNG
322
Manning & Napier Group
New York
$6.95M
LIA
323
LBMC Investment Advisors
Tennessee
$6.95M +$794K +15,592 +13%
EWM
324
Evermay Wealth Management
Virginia
$6.93M +$217K +4,268 +3%
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$6.9M +$697K +13,680 +11%