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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
326
Caldwell Trust
Florida
$6.26M -$59.6K -1,104 -0.9%
BDF
327
Black Diamond Financial
Maryland
$6.22M +$205K +3,792 +3%
BFS
328
Beacon Financial Strategies
North Carolina
$6.22M +$363K +6,716 +6%
EWM
329
Evermay Wealth Management
Virginia
$6.2M +$447K +8,276 +7%
WP
330
WMS Partners
Maryland
$6.18M -$95.1K -1,760 -1%
SLT
331
St Louis Trust
Missouri
$6.18M +$285K +5,268 +4%
GWM
332
Gray Wealth Management
Maine
$6.12M -$25.5K -472 -0.4%
EFS
333
Essex Financial Services
Connecticut
$6.12M +$78.9K +1,460 +1%
AWM
334
Aries Wealth Management
Maine
$6.1M +$6.19M +114,636 +1,233%
JRFS
335
James Reed Financial Services
Ohio
$6.04M +$57.5K +1,064 +0.9%
JWCA
336
J.W. Cole Advisors
Florida
$6.01M +$1.47M +27,120 +29%
BWA
337
BDO Wealth Advisors
Florida
$6M +$2.59K +48 +0%
SF
338
Summit Financial
New Jersey
$5.95M +$103K +1,912 +2%
Victory Capital Management
339
Victory Capital Management
Texas
$5.92M
HPWM
340
Highland Private Wealth Management
Washington
$5.91M +$153K +2,824 +2%
SHGA
341
Sand Hill Global Advisors
California
$5.91M +$436K +8,064 +7%
CAM
342
Cozad Asset Management
Illinois
$5.9M -$192K -3,552 -3%
1WM
343
1900 Wealth Management
Texas
$5.81M +$52.1K +964 +0.8%
BSW
344
Buckingham Strategic Wealth
Missouri
$5.66M +$1.09M +20,244 +21%
LIA
345
LBMC Investment Advisors
Tennessee
$5.66M -$32.4K -600 -0.5%
HR
346
Howe & Rusling
New York
$5.64M +$440K +8,152 +8%
NWM
347
Northcape Wealth Management
New York
$5.64M +$805K +14,896 +15%
GL
348
Graypoint LLC
New York
$5.58M -$592K -10,956 -9%
FMP
349
Financial Management Professionals
Texas
$5.58M +$304K +5,632 +5%
SRC
350
Shufro Rose & Co
New York
$5.51M +$222K +4,104 +4%