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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
326
Forvis Mazars Wealth Advisors
Missouri
$10.4M -$1.58M -25,192 -14%
FWM
327
ForthRight Wealth Management
Georgia
$10.4M +$571K +9,088 +6%
JFG
328
JDM Financial Group
Texas
$10.3M +$940K +14,968 +11%
CNBT
329
Canandaigua National Bank & Trust
New York
$10.2M -$98.5K -1,568 -1%
DK
330
David Kennon
Florida
$10.2M +$92.4K +1,472 +1%
Betterment LLC
331
Betterment LLC
New York
$10.1M +$3.92M +62,492 +69%
BPAMU
332
BTG Pactual Asset Management US
New York
$10.1M +$9.62M +153,144 New
SL
333
SFM LLC
New Hampshire
$10.1M -$72.6K -1,156 -0.8%
CFS
334
CRA Financial Services
New Jersey
$10.1M +$843K +13,424 +10%
PA
335
Pinnacle Associates
New York
$9.96M -$82.1K -1,308 -0.8%
PRWA
336
Platte River Wealth Advisors
Colorado
$9.73M -$690K -10,984 -7%
AAM
337
Ameraudi Asset Management
New York
$9.69M -$609K -9,704 -6%
DWM
338
Drive Wealth Management
Utah
$9.64M +$294K +4,688 +3%
FF
339
Financial Futures
New Jersey
$9.6M -$64.5K -1,028 -0.7%
TFP
340
Traction Financial Partners
Wyoming
$9.59M -$1.83M -29,140 -17%
PAG
341
Private Advisory Group
Washington
$9.57M +$194K +3,088 +2%
TW
342
Towerpoint Wealth
California
$9.56M +$463K +7,376 +5%
4FG
343
4Thought Financial Group
New York
$9.51M +$12.3K +196 +0.1%
GWM
344
Gray Wealth Management
Maine
$9.49M +$236K +3,764 +3%
AP
345
Americana Partners
Texas
$9.44M +$8.27M +131,756 +1,153%
MECA
346
Miller Equity Capital Advisors
Texas
$9.41M -$159K -2,540 -2%
GRP
347
Global Retirement Partners
California
$9.4M -$426K -6,784 -5%
AWM
348
Avior Wealth Management
Nebraska
$9.38M +$357K +5,684 +4%
CRC
349
Curi RMB Capital
Illinois
$9.35M -$202K -3,216 -2%
HWM
350
Horizons Wealth Management
North Carolina
$9.35M -$196K -3,116 -2%