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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
376
TriaGen Wealth Management
California
$5.97M +$512K +8,728 +10%
OIA
377
OneDigital Investment Advisors
Kansas
$5.96M -$288K -4,912 -5%
WPC
378
Wedmont Private Capital
Pennsylvania
$5.96M +$1.31M +22,324 +29%
FPB
379
First PREMIER Bank
South Dakota
$5.93M +$177K +3,016 +3%
NWM
380
Northcape Wealth Management
New York
$5.92M -$127K -2,168 -2%
BJL
381
Brighton Jones LLC
Washington
$5.91M +$302K +5,156 +5%
MMA
382
Miracle Mile Advisors
California
$5.91M +$3.04M +51,776 +109%
SW
383
SVB Wealth
Massachusetts
$5.83M +$77K +1,312 +1%
CANC
384
Culbertson A N & Co
Virginia
$5.82M +$30K +512 +0.5%
TWA
385
Tillar-Wenstrup Advisors
Ohio
$5.75M -$4.14M -70,540 -42%
PFGIA
386
Patriot Financial Group Insurance Agency
Massachusetts
$5.72M +$462K +7,872 +9%
CTA
387
Chesley Taft & Associates
Illinois
$5.67M +$92.2K +1,572 +2%
JWCA
388
J.W. Cole Advisors
Florida
$5.64M +$468K +7,972 +9%
BSW
389
Buckingham Strategic Wealth
Missouri
$5.63M -$220K -3,752 -4%
FMC
390
First Merchants Corp
Indiana
$5.6M +$117K +1,988 +2%
BC
391
Bartlett & Co
Ohio
$5.54M -$119K -2,036 -2%
BCWM
392
Bartlett & Co Wealth Management
Ohio
$5.54M -$119K -2,036 -2%
CTA
393
Colonial Trust Advisors
South Carolina
$5.54M +$5.46M +93,084 New
RW
394
REDW Wealth
New Mexico
$5.53M -$32.9K -560 -0.6%
TPCW
395
TD Private Client Wealth
New York
$5.48M +$808K +13,780 +18%
TCBWMS
396
Texas Capital Bank Wealth Management Services
Texas
$5.48M +$81.4K +1,388 +2%
FPIS
397
Financial Planning & Information Services
Wisconsin
$5.45M -$103K -1,752 -2%
AFP
398
Ausdal Financial Partners
Iowa
$5.43M -$1.81M -30,844 -25%
GIA
399
Gladstone Institutional Advisory
Florida
$5.39M +$4.57M +77,856 +608%
WA
400
Waverly Advisors
Alabama
$5.36M -$9.62K -164 -0.2%