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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
376
Texas Capital Bank Wealth Management Services
Texas
$7.95M -$374K -6,332 -5%
M&T Bank
377
M&T Bank
New York
$7.94M -$1.08M -18,296 -13%
RC
378
Roundview Capital
New Jersey
$7.93M +$365K +6,176 +5%
JFA
379
JNBA Financial Advisors
Minnesota
$7.89M -$168K -2,840 -2%
WFPG
380
Waller Financial Planning Group
Ohio
$7.89M -$225K -3,804 -3%
EWA
381
EP Wealth Advisors
California
$7.88M +$2.63M +44,572 +55%
CAM
382
Cozad Asset Management
Illinois
$7.88M +$251K +4,240 +3%
PF
383
Prosperitas Financial
California
$7.83M +$827K +13,996 +13%
HL
384
HeadInvest LLC
Maine
$7.81M -$23.2K -392 -0.3%
BDF
385
Black Diamond Financial
Maryland
$7.76M
SFG
386
Sage Financial Group
Pennsylvania
$7.74M -$294K -4,972 -4%
SFS
387
Sowell Financial Services
Arkansas
$7.67M -$959K -16,220 -12%
WFAG
388
Wescott Financial Advisory Group
Pennsylvania
$7.67M -$507K -8,584 -7%
OIA
389
OneDigital Investment Advisors
Kansas
$7.62M -$473K -8,004 -6%
FMP
390
Financial Management Professionals
Texas
$7.61M +$147K +2,492 +2%
OCFG
391
O'Connor Financial Group
Illinois
$7.61M +$4.73M +80,008 +192%
AWM
392
Avior Wealth Management
Nebraska
$7.58M +$599K +10,132 +8%
AH
393
Addis & Hill
Pennsylvania
$7.54M +$2.6K +44 +0%
NF
394
Nikulski Financial
Iowa
$7.5M +$196K +3,316 +3%
WAG
395
Wheelhouse Advisory Group
Missouri
$7.5M +$732K +12,384 +12%
EWP
396
Elevation Wealth Partners
California
$7.49M +$496K +8,396 +8%
CTA
397
Chesley Taft & Associates
Illinois
$7.47M +$139K +2,360 +2%
AC
398
Apella Capital
Connecticut
$7.47M +$1.44M +24,372 +25%
CT
399
Caldwell Trust
Florida
$7.46M +$50.8K +860 +0.7%
FCA
400
FLC Capital Advisors
California
$7.46M +$33.6K +568 +0.5%