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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Concurrent Investment Advisors
Florida
$6.67M +$6.13M +114,744 New
AWM
402
AAF Wealth Management
Massachusetts
$6.67M -$6.68M -125,104 -52%
SAM
403
Sawgrass Asset Management
Florida
$6.66M +$310K +5,800 +5%
SWA
404
Stratos Wealth Advisors
Ohio
$6.66M +$88.5K +1,656 +1%
PWM
405
Perigon Wealth Management
California
$6.65M +$287K +5,376 +5%
BFWA
406
Benchmark Financial Wealth Advisors
Florida
$6.62M -$105K -1,972 -2%
GRP
407
Global Retirement Partners
California
$6.6M -$673K -12,596 -10%
SFC
408
Swisher Financial Concepts
Ohio
$6.58M +$6.19M +115,908 New
AF
409
Advisornet Financial
Minnesota
$6.58M -$5.59M -104,600 -48%
AIP
410
Almanack Investment Partners
Pennsylvania
$6.53M +$1.28M +23,864 +27%
PF
411
Prosperitas Financial
California
$6.48M +$369K +6,908 +7%
AWM
412
Avior Wealth Management
Nebraska
$6.47M +$646K +12,100 +11%
KPWS
413
Kestra Private Wealth Services
Texas
$6.46M -$238K -4,448 -4%
CB
414
Commerce Bank
Missouri
$6.42M +$446K +8,348 +8%
EGWAG
415
Elwood & Goetz Wealth Advisory Group
Georgia
$6.32M -$56.8K -1,064 -1%
CAG
416
Crestwood Advisors Group
Massachusetts
$6.32M -$1.28K -24 -0%
BWS
417
Buck Wealth Strategies
Colorado
$6.27M +$165K +3,088 +3%
DWM
418
Drive Wealth Management
Utah
$6.26M +$1.56M +29,256 +37%
WAG
419
Wheelhouse Advisory Group
Missouri
$6.26M +$5.75M +107,684 New
RWG
420
Regal Wealth Group
California
$6.24M +$239K +4,472 +4%
WF
421
Warner Financial
Maryland
$6.23M +$202K +3,784 +4%
PFG
422
PAX Financial Group
Texas
$6.22M -$418K -7,824 -7%
NIWA
423
New Insight Wealth Advisors
California
$6.18M +$5.67M +106,188 New
Vanguard Group
424
Vanguard Group
Pennsylvania
$6.12M +$1.3M +24,372 +30%
NWM
425
Northcape Wealth Management
New York
$6.12M -$13.7K -256 -0.2%