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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
376
Elevation Wealth Partners
California
$9.15M +$213K +3,180 +2%
BFS
377
Beacon Financial Strategies
North Carolina
$9.08M -$248K -3,692 -3%
DWP
378
Daymark Wealth Partners
Ohio
$9.04M -$4.92M -73,344 -34%
CA
379
CoreCap Advisors
Michigan
$9.04M +$672K +10,012 +8%
DW30
380
Drucker Wealth 3.0
New Jersey
$9.03M +$2.82M +42,028 +43%
FB
381
First Bancorp
Maine
$9.02M +$195K +2,900 +2%
MFA
382
McClarren Financial Advisors
Pennsylvania
$8.95M +$8.72M +129,876 New
PF
383
Prosperitas Financial
California
$8.9M +$311K +4,632 +3%
WMA
384
William Mack & Associates
Michigan
$8.88M +$3.65M +54,452 +66%
FA
385
Fiducient Advisors
Illinois
$8.87M -$15.1M -225,172 -62%
EFG
386
Ethos Financial Group
Pennsylvania
$8.82M +$240K +3,572 +3%
SWM
387
Sagace Wealth Management
Florida
$8.8M +$38.1K +568 +0.4%
MIA
388
Milestone Investment Advisors
Wisconsin
$8.8M +$8.15M +121,428 +831%
TCM
389
TD Capital Management
Tennessee
$8.73M -$13.7K -204 -0.2%
DWM
390
Diversify Wealth Management
Utah
$8.68M +$179K +2,664 +2%
MNA
391
Manning & Napier Advisors
New York
$8.59M -$147K -2,192 -2%
VA
392
Valmark Advisers
Ohio
$8.59M -$44.6K -664 -0.5%
PCIA
393
Prime Capital Investment Advisors
Kansas
$8.55M +$198K +2,948 +2%
4FG
394
4Thought Financial Group
New York
$8.52M -$44K -656 -0.5%
HFRG
395
Houlihan Financial Resource Group
Virginia
$8.51M -$147K -2,188 -2%
LFA
396
Legend Financial Advisors
Pennsylvania
$8.51M -$5.02M -74,764 -36%
GA
397
GFS Advisors
Texas
$8.48M +$3.66M +54,600 +71%
FMP
398
Financial Management Professionals
Texas
$8.48M +$497K +7,404 +6%
EWM
399
Evermay Wealth Management
Virginia
$8.43M +$157K +2,344 +2%
FNFDCM
400
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.37M -$194K -2,884 -2%