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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Avior Wealth Management
Nebraska
$14M +$1.97M +27,484 +16%
DBRC
302
D.B. Root & Company
Pennsylvania
$13.8M +$2.12M +29,464 +19%
FMWA
303
Forvis Mazars Wealth Advisors
Missouri
$13.7M -$63.5K -884 -0.5%
SFG
304
Somnio Financial Group
Connecticut
$13.6M +$17.5K +244 +0.1%
FWM
305
ForthRight Wealth Management
Georgia
$13.6M +$399K +5,556 +3%
CFS
306
CRA Financial Services
New Jersey
$13.6M +$566K +7,876 +4%
WF
307
Whelan Financial
California
$13.5M -$345K -4,804 -3%
FNBSF
308
First National Bank Sioux Falls
South Dakota
$13.3M -$444K -6,176 -3%
FFP
309
Freedom Financial Partners
Minnesota
$13.2M +$446K +6,204 +4%
BAM
310
Belpointe Asset Management
Nevada
$13.2M +$444K +6,188 +4%
MWA
311
Meridian Wealth Advisors
Texas
$13.1M +$1.14M +15,892 +10%
OFS
312
OneAscent Financial Services
Alabama
$13M +$3.73M +51,944 +41%
LIA
313
LBMC Investment Advisors
Tennessee
$13M -$32.5K -452 -0.3%
PS
314
Principal Securities
Iowa
$13M +$774K +10,772 +6%
PFS
315
Prospera Financial Services
Texas
$13M -$77.3K -1,076 -0.6%
AIM
316
Acropolis Investment Management
Missouri
$13M +$529K +7,368 +4%
CA
317
CoreCap Advisors
Michigan
$12.9M +$2.19M +30,440 +21%
SHWM
318
Smith & Howard Wealth Management
Georgia
$12.9M +$174K +2,416 +1%
RC
319
Roundview Capital
New Jersey
$12.9M +$45.4K +632 +0.4%
FMB
320
Field & Main Bank
Kentucky
$12.8M +$1.79M +24,856 +17%
AllianceBernstein
321
AllianceBernstein
Tennessee
$12.8M +$119K +1,660 +1%
BDF
322
Black Diamond Financial
Maryland
$12.8M +$2.79M +38,804 +29%
KFP
323
KMG Fiduciary Partners
Ohio
$12.8M +$190K +2,648 +2%
MOS
324
MGO One Seven
Ohio
$12.7M +$4.29M +59,804 +53%
IAA
325
Ironsides Asset Advisors
North Carolina
$12.7M -$1.72K -24 -0%