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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MNG
326
Manning & Napier Group
New York
$7.11M
EWM
327
Evermay Wealth Management
Virginia
$7.08M -$86.4K -1,624 -1%
FB
328
First Bancorp
Maine
$7.08M -$473K -8,896 -6%
CW
329
Cook Wealth
North Carolina
$6.99M +$2.92M +54,940 +69%
HL
330
HeadInvest LLC
Maine
$6.96M -$165K -3,100 -2%
VFP
331
Verus Financial Partners
Virginia
$6.95M -$69.4K -1,304 -0.9%
9WM
332
9258 Wealth Management
Ohio
$6.93M +$498K +9,368 +8%
GWM
333
Gray Wealth Management
Maine
$6.91M +$298K +5,592 +4%
JWCA
334
J.W. Cole Advisors
Florida
$6.91M +$30.9K +580 +0.4%
SF
335
Summit Financial
New Jersey
$6.87M -$130K -2,440 -2%
GRP
336
Global Retirement Partners
California
$6.82M +$1.4M +26,320 +25%
BWM
337
BCGM Wealth Management
Indiana
$6.8M -$858K -16,124 -11%
BDF
338
Black Diamond Financial
Maryland
$6.7M +$191K +3,596 +3%
VA
339
Valmark Advisers
Ohio
$6.68M -$378K -7,104 -5%
MCM
340
MAI Capital Management
Ohio
$6.63M -$416K -7,820 -6%
PLU
341
Performa Ltd (US)
South Carolina
$6.62M +$900K +16,920 +16%
BFS
342
Bradley Foster & Sargent
Connecticut
$6.6M +$586K +11,008 +10%
MFA
343
McClarren Financial Advisors
Pennsylvania
$6.59M +$171K +3,216 +3%
SHGA
344
Sand Hill Global Advisors
California
$6.59M -$202K -3,796 -3%
Principal Financial Group
345
Principal Financial Group
Iowa
$6.59M -$9.16M -172,200 -58%
WFPG
346
Waller Financial Planning Group
Ohio
$6.58M -$1.01M -18,944 -13%
BP
347
BBR Partners
New York
$6.49M
4FG
348
4Thought Financial Group
New York
$6.46M +$330K +6,196 +5%
HR
349
Howe & Rusling
New York
$6.46M +$260K +4,888 +4%
JFG
350
JDM Financial Group
Texas
$6.44M -$212K -3,988 -3%