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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
351
Towerpoint Wealth
California
$6.66M +$321K +6,120 +5%
Victory Capital Management
352
Victory Capital Management
Texas
$6.62M
IPW
353
Impact Partnership Wealth
Georgia
$6.6M +$6.28M +119,840 New
LCWP
354
Legacy Capital Wealth Partners
Arkansas
$6.56M -$3.18M -60,704 -34%
FF
355
Financial Futures
New Jersey
$6.52M +$742K +14,148 +14%
PP
356
PDS Planning
Ohio
$6.52M +$138K +2,636 +2%
CAM
357
Cozad Asset Management
Illinois
$6.49M +$211K +4,024 +4%
RA
358
RFG Advisory
Alabama
$6.49M +$1.17M +22,360 +23%
SCM
359
Sebold Capital Management
Illinois
$6.48M +$158K +3,012 +3%
CT
360
Caldwell Trust
Florida
$6.47M -$217K -4,132 -3%
QIM
361
Quest Investment Management
Oregon
$6.46M +$29.1K +556 +0.5%
SPIA
362
Steward Partners Investment Advisory
New York
$6.46M -$1.75M -33,376 -22%
AMG
363
Asset Management Group
Connecticut
$6.45M +$301K +5,736 +5%
SFG
364
Sage Financial Group
Pennsylvania
$6.44M +$189K +3,608 +3%
WPC
365
Wedmont Private Capital
Pennsylvania
$6.43M +$83.7K +1,596 +1%
FMP
366
Financial Management Professionals
Texas
$6.41M +$101K +1,936 +2%
CTA
367
Chesley Taft & Associates
Illinois
$6.38M -$27.3K -520 -0.4%
BFWA
368
Benchmark Financial Wealth Advisors
Florida
$6.31M +$82.6K +1,576 +1%
BP
369
BBR Partners
New York
$6.27M -$472K -9,012 -7%
SW
370
SVB Wealth
Massachusetts
$6.24M -$1.81M -34,568 -23%
SPC
371
Sigma Planning Corp
Michigan
$6.23M -$4.36M -83,224 -42%
MAC
372
Mason & Associates (California)
California
$6.22M +$168K +3,208 +3%
WP
373
WMS Partners
Maryland
$6.15M -$59.8K -1,140 -1%
OIA
374
OneDigital Investment Advisors
Kansas
$6.15M +$220K +4,204 +4%
PFS
375
Prospera Financial Services
Texas
$6.13M +$61.9K +1,180 +1%