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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPC
351
Rossmore Private Capital
Connecticut
$12.3M -$246K -3,308 -2%
MNA
352
Manning & Napier Advisors
New York
$12.3M +$1.74M +23,396 +16%
LIA
353
LBMC Investment Advisors
Tennessee
$12.3M -$481K -6,480 -4%
ES
354
Eagle Strategies
New York
$12.2M +$8.79M +118,332 +226%
BWCS
355
Beirne Wealth Consulting Services
Connecticut
$12.1M +$2.04M +27,416 +19%
KWM
356
Kingsview Wealth Management
Oregon
$12.1M -$45.2K -608 -0.4%
TCBWMS
357
Texas Capital Bank Wealth Management Services
Texas
$12.1M +$1.71M +23,028 +16%
AA
358
Ancora Advisors
Ohio
$12.1M +$37.7K +508 +0.3%
GCP
359
Gill Capital Partners
Colorado
$12M +$524K +7,052 +4%
4FG
360
4Thought Financial Group
New York
$12M -$119K -1,600 -1%
JFG
361
JDM Financial Group
Texas
$11.9M +$487K +6,552 +2%
VWA
362
VSM Wealth Advisory
Maryland
$11.9M +$31.8K +428 +0.3%
GWP
363
Gateway Wealth Partners
Wisconsin
$11.9M +$11.9M +160,108 +3,225%
CAM
364
Cozad Asset Management
Illinois
$11.8M +$48.7K +656 +0.4%
KIA
365
Koenig Investment Advisory
Oregon
$11.8M -$30.6K -412 -0.2%
BPAMU
366
BTG Pactual Asset Management US
New York
$11.8M -$1.35M -18,160 -10%
AWA
367
Arkadios Wealth Advisors
Georgia
$11.7M +$491K +6,604 +4%
NFW
368
Noble Family Wealth
Florida
$11.7M +$49.9K +672 +0.4%
MFG
369
Mustico Financial Group
New York
$11.7M +$32.8M +441,060 +323%
CCW
370
Coastline Complete Wealth
South Carolina
$11.5M +$1.06M +14,200 +10%
B
371
Bailard
California
$11.4M -$51.4K -692 -0.4%
CP
372
Capital Planning
Washington
$11.4M +$1.66M +22,388 +16%
AGA
373
Arkos Global Advisors
Texas
$11.4M -$90K -1,212 -0.8%
MIA
374
Milestone Investment Advisors
Wisconsin
$11.3M +$1.56M +21,012 +15%
SC
375
Savant Capital
Illinois
$11.3M +$215K +2,892 +2%