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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$3.14M
SCP
327
Shorepoint Capital Partners
Massachusetts
$3.09M +$214K +5,588 +8%
IP
328
Investment Partners
Ohio
$3.08M +$61.3K +1,600 +2%
RIS
329
Retirement Income Solutions
Michigan
$3.07M +$2.48M +64,652 +633%
GC
330
Gilbert & Cook
Iowa
$3.06M +$154K +4,024 +6%
ECM
331
ETrade Capital Management
Virginia
$3.06M -$228K -5,964 -7%
SWM
332
Southern Wealth Management
Texas
$3.02M
AI
333
Atria Investments
North Carolina
$3M +$2.81M +73,312 New
ATPW
334
Ashton Thomas Private Wealth
Arizona
$3M +$520K +13,576 +23%
SS
335
Simplicity Solutions
Minnesota
$2.96M +$191K +4,980 +7%
SW
336
SVB Wealth
Massachusetts
$2.93M +$1.64M +42,776 +149%
OFW
337
Omnia Family Wealth
Florida
$2.89M -$330K -8,612 -11%
DAS
338
Dynamic Advisor Solutions
Arizona
$2.88M +$394K +10,284 +17%
PMG
339
ProVise Management Group
Florida
$2.88M +$919 +24 +0%
Prudential Financial
340
Prudential Financial
New Jersey
$2.88M +$574K +14,988 +27%
ANTB
341
AMG National Trust Bank
Colorado
$2.84M +$2.03M +52,956 +324%
22CM
342
20/20 Capital Management
California
$2.84M +$969K +25,296 +65%
VCM
343
Vivaldi Capital Management
Illinois
$2.84M +$81.7K +2,132 +3%
MOS
344
MGO One Seven
Ohio
$2.84M +$27.7K +724 +1%
RIA
345
Regal Investment Advisors
Michigan
$2.83M +$2.64M +68,948 New
GFS
346
GYL Financial Synergies
Connecticut
$2.81M -$53.9K -1,408 -2%
SPA
347
Sentinel Pension Advisors
Massachusetts
$2.79M -$381K -9,956 -13%
MFT
348
Moisand Fitzgerald Tamayo
Florida
$2.79M +$215K +5,604 +9%
GBT
349
Grove Bank & Trust
Florida
$2.76M +$1.05M +27,308 +68%
SAM
350
Secure Asset Management
Michigan
$2.75M +$2.57M +67,036 New