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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
401
Johnson Investment Counsel
Ohio
$5.64M +$135K +2,580 +3%
PFG
402
PAX Financial Group
Texas
$5.55M -$424K -8,080 -7%
CWMU
403
Caliber Wealth Management (Utah)
Utah
$5.54M +$170K +3,240 +3%
WA
404
Waverly Advisors
Alabama
$5.53M +$940K +17,936 +22%
WF
405
Warner Financial
Maryland
$5.51M +$235K +4,484 +5%
MWM
406
MorganRosel Wealth Management
Colorado
$5.41M +$118K +2,260 +2%
AWM
407
Avior Wealth Management
Nebraska
$5.38M +$397K +7,572 +8%
CB
408
Commerce Bank
Missouri
$5.37M +$192K +3,660 +4%
HAC
409
Harbor Advisory Corp
New Hampshire
$5.34M +$187K +3,576 +4%
ACP
410
Aveo Capital Partners
Colorado
$5.33M +$56.8K +1,084 +1%
MWA
411
Meridian Wealth Advisors
Texas
$5.32M -$255K -4,864 -5%
FWS
412
FinDec Wealth Services
California
$5.3M +$283K +5,396 +6%
BCM
413
Beaumont Capital Management
Massachusetts
$5.25M +$245K +4,680 +5%
KSWA
414
Kathleen S. Wright Associates
Pennsylvania
$5.23M +$15.9K +304 +0.3%
FWIA
415
Fort Washington Investment Advisors
Ohio
$5.23M -$1.28M -24,396 -20%
DWP
416
Destiny Wealth Partners
Florida
$5.23M -$103K -1,968 -2%
FMC
417
First Merchants Corp
Indiana
$5.21M -$111K -2,120 -2%
BJL
418
Brighton Jones LLC
Washington
$5.21M -$205K -3,904 -4%
NL
419
NWAM LLC
Washington
$5.18M +$4.55M +86,792 +1,199%
GCP
420
Gill Capital Partners
Colorado
$5.15M +$139K +2,660 +3%
EGWAG
421
Elwood & Goetz Wealth Advisory Group
Georgia
$5.14M -$34.8K -664 -0.7%
CANC
422
Culbertson A N & Co
Virginia
$5.12M -$27.1K -516 -0.6%
CA
423
Continuum Advisory
Idaho
$5.1M -$142K -2,704 -3%
RF
424
Robinswood Financial
Washington
$5.1M +$4.85M +92,592 New
Kovitz Investment Group Partners
425
Kovitz Investment Group Partners
Illinois
$5.05M -$5.69M -108,500 -54%