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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
351
RKL Wealth Management
Pennsylvania
$7.87M -$25.2K -472 -0.3%
FB
352
First Bancorp
Maine
$7.86M +$145K +2,712 +2%
GWM
353
Gray Wealth Management
Maine
$7.85M -$138K -2,576 -2%
TW
354
Towerpoint Wealth
California
$7.85M +$243K +4,556 +3%
FWM
355
ForthRight Wealth Management
Georgia
$7.83M +$430K +8,044 +6%
FNFDCM
356
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.83M -$239K -4,472 -3%
WPC
357
Wedmont Private Capital
Pennsylvania
$7.81M +$600K +11,224 +9%
CRC
358
Curi RMB Capital
Illinois
$7.77M -$939K -17,584 -12%
TCBWMS
359
Texas Capital Bank Wealth Management Services
Texas
$7.77M -$243K -4,552 -3%
BWM
360
Baystate Wealth Management
Massachusetts
$7.77M -$207K -3,880 -3%
Franklin Resources
361
Franklin Resources
California
$7.76M +$28.9K +540 +0.4%
BDF
362
Black Diamond Financial
Maryland
$7.76M +$19.7K +368 +0.3%
TYCC
363
Texas Yale Capital Corp
Florida
$7.74M -$29.5K -552 -0.4%
EFP
364
EnRich Financial Partners
Wisconsin
$7.73M +$7.1M +132,976 New
DWM
365
Dakota Wealth Management
Florida
$7.7M +$218K +4,088 +3%
MAC
366
Mason & Associates (California)
California
$7.69M +$738K +13,812 +12%
OHWP
367
Oak Harbor Wealth Partners
North Carolina
$7.67M +$7.03M +131,540 +40,599%
EWM
368
Evermay Wealth Management
Virginia
$7.67M -$105K -1,972 -1%
BFS
369
Bradley Foster & Sargent
Connecticut
$7.64M -$294K -5,508 -4%
WFAG
370
Wescott Financial Advisory Group
Pennsylvania
$7.64M -$89.5K -1,676 -1%
SHGA
371
Sand Hill Global Advisors
California
$7.6M +$342K +6,392 +5%
WFPG
372
Waller Financial Planning Group
Ohio
$7.57M -$9.4K -176 -0.1%
OIA
373
OneDigital Investment Advisors
Kansas
$7.56M +$1.39M +25,968 +25%
VFP
374
Verus Financial Partners
Virginia
$7.56M -$80.4K -1,504 -1%
JFA
375
JNBA Financial Advisors
Minnesota
$7.51M -$411K -7,688 -6%