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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
326
First Foundation Advisors
California
$3.42M -$19.3K -444 -0.6%
FNBOO
327
First National Bank of Omaha
Nebraska
$3.37M -$120K -2,744 -3%
NL
328
NWAM LLC
Washington
$3.37M -$34K -780 -1%
DAS
329
Dynamic Advisor Solutions
Arizona
$3.35M +$249K +5,716 +8%
VWM
330
Venturi Wealth Management
Texas
$3.35M +$1.51M +34,600 +83%
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$3.35M +$608K +13,956 +23%
AI
332
Atria Investments
North Carolina
$3.34M +$111K +2,556 +3%
JIC
333
Johnson Investment Counsel
Ohio
$3.32M +$585K +13,428 +22%
IP
334
Investment Partners
Ohio
$3.32M
MMA
335
Miracle Mile Advisors
California
$3.31M +$820K +18,816 +33%
ATPW
336
Ashton Thomas Private Wealth
Arizona
$3.27M +$42.5K +976 +1%
SWM
337
Southern Wealth Management
Texas
$3.26M +$12.9K +296 +0.4%
GC
338
Gilbert & Cook
Iowa
$3.26M -$27.7K -636 -0.9%
EFS
339
Essex Financial Services
Connecticut
$3.26M +$584K +13,412 +22%
GL
340
Graypoint LLC
New York
$3.21M +$2.77M +63,500 +673%
GBT
341
Grove Bank & Trust
Florida
$3.21M +$235K +5,384 +8%
MI
342
Moneywise Inc
Virginia
$3.2M +$269K +6,172 +9%
NEAM
343
New England Asset Management
Connecticut
$3.19M +$1.92M +44,000 +155%
SCP
344
Shorepoint Capital Partners
Massachusetts
$3.17M -$150K -3,440 -5%
MIAN
345
Mariner Independent Advisor Network
Kansas
$3.15M +$1.27M +29,184 +69%
ECM
346
ETrade Capital Management
Virginia
$3.13M -$155K -3,556 -5%
OFW
347
Omnia Family Wealth
Florida
$3.11M
Prudential Financial
348
Prudential Financial
New Jersey
$3.11M +$8.89K +204 +0.3%
RIS
349
Retirement Income Solutions
Michigan
$3.06M -$239K -5,484 -7%
BA
350
Bristlecone Advisors
Washington
$3.05M +$173K +3,976 +6%