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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
401
9258 Wealth Management
Ohio
$4.32M +$2.25M +43,124 +88%
CWMU
402
Caliber Wealth Management (Utah)
Utah
$4.31M +$275K +5,264 +6%
WCFA
403
Walkner Condon Financial Advisors
Wisconsin
$4.28M +$175K +3,348 +4%
MHS
404
M Holdings Securities
Oregon
$4.27M -$345K -6,596 -7%
MWA
405
MFA Wealth Advisors
Pennsylvania
$4.24M +$177K +3,392 +4%
TCBWMS
406
Texas Capital Bank Wealth Management Services
Texas
$4.21M -$249K -4,772 -5%
PCM
407
Parsons Capital Management
Rhode Island
$4.21M +$35.5K +680 +0.8%
MAM
408
Mystic Asset Management
Rhode Island
$4.2M +$332K +6,360 +8%
FPIS
409
Financial Planning & Information Services
Wisconsin
$4.19M +$18.2K +348 +0.4%
BCM
410
Beaumont Capital Management
Massachusetts
$4.18M +$776K +14,840 +20%
TCWA
411
Ten Capital Wealth Advisors
Washington
$4.15M +$260K +4,984 +6%
RC
412
Roundview Capital
New Jersey
$4.13M +$57.9K +1,108 +1%
MWM
413
MY Wealth Management
Maryland
$4.12M -$948K -18,132 -17%
MMPW
414
Mitchell McLeod Pugh & Williams
Alabama
$4.12M +$1.1M +21,016 +32%
DWP
415
Destiny Wealth Partners
Florida
$4.08M -$21.9K -420 -0.5%
ACA
416
Aspire Capital Advisors
Washington
$4.08M -$36K -688 -0.8%
LWAC
417
Laurel Wealth Advisors (California)
California
$4.05M -$217K -4,156 -5%
PLU
418
Performa Ltd (US)
South Carolina
$4M +$1.32M +25,204 +42%
FHA
419
Flagship Harbor Advisors
Massachusetts
$4M +$28.6K +548 +0.6%
SF
420
Synovus Financial
Georgia
$3.98M -$481K -9,208 -10%
GIA
421
Gladstone Institutional Advisory
Florida
$3.92M -$553K -10,580 -11%
NEGWA
422
New England Guild Wealth Advisors
Connecticut
$3.91M -$18.6K -356 -0.4%
BA
423
Bristlecone Advisors
Washington
$3.91M +$175K +3,352 +4%
NL
424
NWAM LLC
Washington
$3.9M -$35.3K -676 -0.8%
RW
425
REDW Wealth
New Mexico
$3.88M -$457K -8,736 -10%