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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
351
Cozad Asset Management
Illinois
$9.8M +$153K +2,284 +2%
CNBT
352
Canandaigua National Bank & Trust
New York
$9.79M -$82.4K -1,228 -0.8%
BRWA
353
B. Riley Wealth Advisors
Florida
$9.78M +$994K +14,816 +11%
RWI
354
Red Wave Investments
Pennsylvania
$9.72M -$1.01M -14,984 -9%
BAWM
355
Bennett Associates Wealth Management
Pennsylvania
$9.7M -$300K -4,472 -3%
LGWM
356
Litman Gregory Wealth Management
California
$9.7M +$9.24M +137,704 +1,117%
ACA
357
Aspire Capital Advisors
Washington
$9.61M -$623K -9,276 -6%
WAG
358
Wheelhouse Advisory Group
Missouri
$9.59M +$515K +7,680 +5%
TYCC
359
Texas Yale Capital Corp
Florida
$9.58M +$720K +10,728 +8%
AH
360
Addis & Hill
Pennsylvania
$9.55M +$442K +6,584 +5%
BPAMU
361
BTG Pactual Asset Management US
New York
$9.55M +$79.5K +1,184 +0.8%
HWM
362
Horizons Wealth Management
North Carolina
$9.51M +$260K +3,868 +3%
Savant Capital
363
Savant Capital
Illinois
$9.5M -$584K -8,704 -6%
MWA
364
Meridian Wealth Advisors
Texas
$9.49M +$680K +10,128 +7%
GCM
365
Gibraltar Capital Management
Oklahoma
$9.44M +$9.8M +146,016 New
CWA
366
Consilio Wealth Advisors
Washington
$9.38M -$3.87M -57,692 -28%
SFG
367
Sage Financial Group
Pennsylvania
$9.36M +$301K +4,488 +3%
RWA
368
Rooted Wealth Advisors
Illinois
$9.32M -$372K -5,544 -3%
SL
369
SFM LLC
New Hampshire
$9.32M -$402K -5,984 -4%
Bailard
370
Bailard
California
$9.29M +$196K +2,920 +2%
AIM
371
Advyzon Investment Management
Illinois
$9.27M -$1.95M -29,000 -17%
PMWMG
372
Parr McKnight Wealth Management Group
Minnesota
$9.26M -$312K -4,656 -3%
AHC
373
Anderson Hoagland & Co
Missouri
$9.25M -$216K -3,220 -2%
GBT
374
Grove Bank & Trust
Florida
$9.18M +$896K +13,356 +10%
ZIG
375
Zuckerman Investment Group
Illinois
$9.18M +$184K +2,744 +2%