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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$7.28M -$39.4K -752 -0.6%
WFPG
327
Waller Financial Planning Group
Ohio
$7.27M +$380K +7,244 +6%
TCBWMS
328
Texas Capital Bank Wealth Management Services
Texas
$7.26M -$931K -17,756 -12%
KeyBank National Association
329
KeyBank National Association
Ohio
$7.21M -$221K -4,208 -3%
AGM
330
Alpine Global Management
New York
$7.2M +$6.86M +130,804 New
1WM
331
1900 Wealth Management
Texas
$7.18M +$335K +6,388 +5%
SF
332
Summit Financial
New Jersey
$7.16M -$11.5K -220 -0.2%
HL
333
HeadInvest LLC
Maine
$7.15M -$131K -2,500 -2%
BRWA
334
B. Riley Wealth Advisors
Florida
$7.12M -$1.03M -19,620 -13%
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$7.07M -$1.71M -32,576 -20%
MMPW
336
Mitchell McLeod Pugh & Williams
Alabama
$7.06M +$722K +13,764 +12%
GFWA
337
Grey Fox Wealth Advisors
Delaware
$7.04M +$1.62M +30,960 +32%
PCIA
338
Prime Capital Investment Advisors
Kansas
$7M +$5.47M +104,308 +457%
DWP
339
Daymark Wealth Partners
Ohio
$6.97M +$5.08M +96,972 +327%
MCM
340
MAI Capital Management
Ohio
$6.96M +$40.9K +780 +0.6%
AWA
341
Arkadios Wealth Advisors
Georgia
$6.93M +$253K +4,820 +4%
BDF
342
Black Diamond Financial
Maryland
$6.91M -$78.6K -1,500 -1%
ZF
343
Zhang Financial
Michigan
$6.88M +$2.38M +45,380 +57%
FI
344
Financial Insights
Washington
$6.85M +$1.25M +23,932 +24%
SHGA
345
Sand Hill Global Advisors
California
$6.84M -$32.3K -616 -0.5%
FWM
346
ForthRight Wealth Management
Georgia
$6.81M +$4.64M +88,572 +252%
VA
347
Valmark Advisers
Ohio
$6.79M -$165K -3,156 -2%
HR
348
Howe & Rusling
New York
$6.78M +$35.2K +672 +0.5%
JFG
349
JDM Financial Group
Texas
$6.77M +$48.4K +924 +0.8%
Franklin Resources
350
Franklin Resources
California
$6.77M +$157K +3,000 +3%