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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
351
Caldwell Trust
Florida
$6.41M -$15.3K -288 -0.2%
AWA
352
Arkadios Wealth Advisors
Georgia
$6.38M +$194K +3,648 +3%
Victory Capital Management
353
Victory Capital Management
Texas
$6.34M -$213 -4 -0%
Franklin Resources
354
Franklin Resources
California
$6.33M +$1.7K +32 +0%
1WM
355
1900 Wealth Management
Texas
$6.33M -$27.9K -524 -0.4%
SC
356
Steph & Co
Wisconsin
$6.3M -$123K -2,308 -2%
FWIA
357
Fort Washington Investment Advisors
Ohio
$6.3M -$1.54M -28,952 -20%
SAM
358
Stone Asset Management
Texas
$6.28M -$14.9M -280,672 -70%
QIM
359
Quest Investment Management
Oregon
$6.16M -$1.54M -28,968 -20%
AI
360
Atria Investments
North Carolina
$6.15M +$651K +12,240 +12%
CTA
361
Chesley Taft & Associates
Illinois
$6.14M +$431K +8,100 +7%
PP
362
PDS Planning
Ohio
$6.11M +$127K +2,384 +2%
TW
363
Towerpoint Wealth
California
$6.06M +$631K +11,864 +12%
SCM
364
Sebold Capital Management
Illinois
$6.04M +$362K +6,808 +6%
MMPW
365
Mitchell McLeod Pugh & Williams
Alabama
$6.04M +$694K +13,040 +13%
FMP
366
Financial Management Professionals
Texas
$6.04M +$109K +2,056 +2%
CAM
367
Cozad Asset Management
Illinois
$6.01M -$191K -3,592 -3%
SFG
368
Sage Financial Group
Pennsylvania
$5.98M +$716K +13,452 +13%
BFWA
369
Benchmark Financial Wealth Advisors
Florida
$5.96M -$34.7K -652 -0.6%
WP
370
WMS Partners
Maryland
$5.95M -$57.9K -1,088 -1%
VWA
371
Visionary Wealth Advisors
Illinois
$5.92M -$197K -3,700 -3%
WPC
372
Wedmont Private Capital
Pennsylvania
$5.88M +$155K +2,920 +3%
BWA
373
BDO Wealth Advisors
Florida
$5.87M -$88.5K -1,664 -1%
AMG
374
Asset Management Group
Connecticut
$5.87M +$19.2K +360 +0.3%
PFS
375
Prospera Financial Services
Texas
$5.81M +$165K +3,108 +3%