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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
326
BBR Partners
New York
$5.78M -$636K -12,168 -9%
1WM
327
1900 Wealth Management
Texas
$5.73M +$208K +3,972 +3%
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$5.72M +$582K +11,136 +10%
BSW
329
Buckingham Strategic Wealth
Missouri
$5.71M +$344K +6,584 +6%
AI
330
Atria Investments
North Carolina
$5.71M -$984K -18,836 -13%
LIA
331
LBMC Investment Advisors
Tennessee
$5.68M +$307K +5,868 +5%
HR
332
Howe & Rusling
New York
$5.66M +$302K +5,784 +5%
Victory Capital Management
333
Victory Capital Management
Texas
$5.65M
BDF
334
Black Diamond Financial
Maryland
$5.62M -$349K -6,676 -5%
HPWM
335
Highland Private Wealth Management
Washington
$5.62M -$31.6K -604 -0.5%
Franklin Resources
336
Franklin Resources
California
$5.61M +$1.93M +36,836 +45%
CAM
337
Cozad Asset Management
Illinois
$5.61M -$21.9K -420 -0.4%
WP
338
WMS Partners
Maryland
$5.59M -$341K -6,520 -5%
CFO
339
Custos Family Office
Texas
$5.5M +$355K +6,784 +6%
AWA
340
Arkadios Wealth Advisors
Georgia
$5.49M +$724K +13,856 +13%
SC
341
Steph & Co
Wisconsin
$5.47M -$965K -18,472 -14%
MFA
342
McClarren Financial Advisors
Pennsylvania
$5.46M +$5.16M +98,820 +572%
MG
343
Mather Group
Illinois
$5.44M -$1.4M -26,768 -19%
BWA
344
BDO Wealth Advisors
Florida
$5.39M -$374K -7,156 -6%
BFS
345
Bradley Foster & Sargent
Connecticut
$5.35M +$560K +10,724 +10%
FMP
346
Financial Management Professionals
Texas
$5.34M +$16.5K +316 +0.3%
MAC
347
Mason & Associates (California)
California
$5.31M +$129K +2,472 +2%
PFG
348
PAX Financial Group
Texas
$5.3M +$72.3K +1,384 +1%
TPCW
349
TD Private Client Wealth
New York
$5.3M +$661K +12,648 +13%
4FG
350
4Thought Financial Group
New York
$5.27M +$127K +2,436 +2%