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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
301
Wedmont Private Capital
Pennsylvania
$10M +$1.48M +24,356 +18%
GWA
302
Gratus Wealth Advisors
Virginia
$10M -$351K -5,784 -3%
CW
303
Cook Wealth
North Carolina
$10M +$256K +4,216 +3%
WAP
304
Wealthcare Advisory Partners
Pennsylvania
$10M -$173K -2,844 -2%
AWM
305
Aries Wealth Management
Maine
$10M +$554K +9,116 +6%
SCM
306
Sebold Capital Management
Illinois
$10M -$118K -1,936 -1%
EFP
307
EnRich Financial Partners
Wisconsin
$9.98M +$669K +11,016 +7%
AW
308
Avion Wealth
Texas
$9.91M -$298K -4,896 -3%
RPC
309
Rossmore Private Capital
Connecticut
$9.9M +$106K +1,740 +1%
AMG
310
Asset Management Group
Connecticut
$9.85M +$685K +11,272 +7%
Franklin Resources
311
Franklin Resources
California
$9.77M +$979K +16,116 +11%
CFO
312
Custos Family Office
Texas
$9.6M -$108K -1,784 -1%
PRWA
313
Platte River Wealth Advisors
Colorado
$9.59M -$170K -2,804 -2%
Vanguard Group
314
Vanguard Group
Pennsylvania
$9.59M +$492K +8,088 +5%
KPWG
315
KFA Private Wealth Group
Virginia
$9.5M -$14.6M -239,792 -60%
AAM
316
Ameraudi Asset Management
New York
$9.48M -$470K -7,740 -5%
CNBT
317
Canandaigua National Bank & Trust
New York
$9.42M +$9.46M +155,720 New
SC
318
Sepio Capital
Utah
$9.4M +$161K +2,656 +2%
ACA
319
Aspire Capital Advisors
Washington
$9.4M +$1.27M +20,972 +16%
GA
320
Greytown Advisors
Florida
$9.33M -$359K -5,912 -4%
SL
321
SFM LLC
New Hampshire
$9.29M +$661K +10,880 +8%
HCM
322
Hall Capital Management
Rhode Island
$9.25M +$161K +2,648 +2%
DK
323
David Kennon
Florida
$9.23M +$50.1K +824 +0.5%
H
324
HoyleCohen
California
$9.18M -$67.1K -1,104 -0.7%
PP
325
PDS Planning
Ohio
$9.18M +$544K +8,948 +6%