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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AH
376
Addis & Hill
Pennsylvania
$9.32M +$1.12M +16,468 +13%
B
377
Bailard
California
$9.29M
WAG
378
Wheelhouse Advisory Group
Missouri
$9.29M +$452K +6,652 +5%
PFS
379
Prospera Financial Services
Texas
$9.28M +$122K +1,800 +1%
SFG
380
Sage Financial Group
Pennsylvania
$9.26M +$336K +4,944 +4%
SHWM
381
Smith & Howard Wealth Management
Georgia
$9.24M -$92.6K -1,364 -1%
KPWS
382
Kestra Private Wealth Services
Texas
$9.2M +$277K +4,080 +3%
EWP
383
Elevation Wealth Partners
California
$9.13M +$643K +9,476 +7%
TYCC
384
Texas Yale Capital Corp
Florida
$9.08M +$68.4K +1,008 +0.7%
FF
385
Financial Futures
New Jersey
$9.05M -$571K -8,412 -6%
FB
386
First Bancorp
Maine
$9.02M +$424K +6,248 +5%
MWA
387
Meridian Wealth Advisors
Texas
$9.02M +$624K +9,192 +7%
BRWA
388
B. Riley Wealth Advisors
Florida
$9.01M -$1.91M -28,088 -17%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$9M -$1.47M -21,720 -14%
SWM
390
Sagace Wealth Management
Florida
$8.96M +$5.25M +77,332 +133%
KWM
391
Kingsview Wealth Management
Oregon
$8.93M +$651K +9,584 +8%
TCM
392
TD Capital Management
Tennessee
$8.93M -$220K -3,236 -2%
MNA
393
Manning & Napier Advisors
New York
$8.92M +$7.06K +104 +0.1%
HFRG
394
Houlihan Financial Resource Group
Virginia
$8.84M -$445K -6,560 -5%
VA
395
Valmark Advisers
Ohio
$8.82M +$58.9K +868 +0.7%
PF
396
Prosperitas Financial
California
$8.78M +$155K +2,284 +2%
EFG
397
Ethos Financial Group
Pennsylvania
$8.77M +$8.78M +129,280 +3,698%
4FG
398
4Thought Financial Group
New York
$8.74M -$804K -11,844 -8%
OFS
399
OneAscent Financial Services
Alabama
$8.74M +$8.99M +132,400 New
FNFDCM
400
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.73M -$2.17K -32 -0%