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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
351
Smith & Howard Wealth Management
Georgia
$6.45M +$735K +12,524 +13%
SRC
352
Shufro Rose & Co
New York
$6.41M +$2.85M +48,644 +82%
FMP
353
Financial Management Professionals
Texas
$6.4M +$77.7K +1,324 +1%
FB
354
First Bancorp
Maine
$6.37M -$83.8K -1,428 -1%
CAG
355
Crestwood Advisors Group
Massachusetts
$6.36M -$54.9K -936 -0.9%
HR
356
Howe & Rusling
New York
$6.33M -$839K -14,296 -12%
AC
357
Anson Capital
Georgia
$6.32M +$541K +9,228 +10%
EVM
358
Eaton Vance Management
Massachusetts
$6.32M +$153K +2,612 +3%
AWA
359
Arkadios Wealth Advisors
Georgia
$6.3M +$178K +3,036 +3%
AAM
360
Autus Asset Management
Arizona
$6.29M -$4.92M -83,924 -44%
MWM
361
MY Wealth Management
Maryland
$6.27M +$3.08M +52,416 +99%
OCM
362
One Capital Management
California
$6.22M -$260K -4,436 -4%
GRP
363
Global Retirement Partners
California
$6.19M +$7M +119,344 New
MA
364
Mutual Advisors
Nebraska
$6.18M -$353K -6,024 -5%
H
365
HoyleCohen
California
$6.18M -$89.2K -1,520 -1%
BFS
366
Bradley Foster & Sargent
Connecticut
$6.18M +$15.5K +264 +0.3%
LWAC
367
Laurel Wealth Advisors (California)
California
$6.17M -$571K -9,740 -9%
NF
368
Nikulski Financial
Iowa
$6.16M +$81.9K +1,396 +1%
CFO
369
Custos Family Office
Texas
$6.14M +$1.42M +24,132 +30%
GC
370
Gibson Capital
Pennsylvania
$6.12M
SIM
371
Stratos Investment Management
Ohio
$6.06M -$16.2K -276 -0.3%
NMG
372
New Millennium Group
Utah
$5.99M +$121K +2,060 +2%
HHRDM
373
H&H Retirement Design & Management
Nevada
$5.99M -$26.3K -448 -0.4%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$5.98M -$2.23M -38,044 -27%
ACP
375
Aveo Capital Partners
Colorado
$5.98M -$162K -2,760 -3%