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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NF
401
Nikulski Financial
Iowa
$7.14M -$133K -2,184 -2%
1WM
402
1900 Wealth Management
Texas
$7.13M -$21.4K -352 -0.3%
FFO
403
Fortitude Family Office
Arizona
$7.07M +$1.64M +27,052 +30%
FNBSF
404
First National Bank Sioux Falls
South Dakota
$7.06M +$1.04M +17,076 +17%
OL
405
Optas LLC
Texas
$7.04M +$115K +1,888 +2%
TCBWMS
406
Texas Capital Bank Wealth Management Services
Texas
$7.02M -$687K -11,300 -9%
CA
407
Cornerstone Advisory
Maryland
$6.99M +$748K +12,308 +12%
M&T Bank
408
M&T Bank
New York
$6.97M -$726K -11,944 -9%
SFS
409
Sowell Financial Services
Arkansas
$6.93M -$528K -8,688 -7%
QIM
410
Quest Investment Management
Oregon
$6.89M -$125K -2,056 -2%
DWM
411
Diversify Wealth Management
Utah
$6.88M +$7.04M +115,784 New
WF
412
Warner Financial
Maryland
$6.87M +$232K +3,820 +3%
PWM
413
Perigon Wealth Management
California
$6.85M -$282K -4,640 -4%
KPWS
414
Kestra Private Wealth Services
Texas
$6.84M +$424K +6,980 +7%
SAM
415
Sawgrass Asset Management
Florida
$6.81M -$122K -2,012 -2%
TA
416
TruWealth Advisors
Louisiana
$6.81M -$3.68M -60,536 -35%
MWA
417
Meridian Wealth Advisors
Texas
$6.78M +$177K +2,920 +3%
GFG
418
Goldstone Financial Group
Illinois
$6.77M +$895K +14,720 +15%
CTA
419
Chesley Taft & Associates
Illinois
$6.76M -$486K -7,992 -7%
Kovitz Investment Group Partners
420
Kovitz Investment Group Partners
Illinois
$6.68M +$377K +6,200 +6%
MWM
421
MorganRosel Wealth Management
Colorado
$6.68M +$283K +4,664 +4%
GCP
422
Gill Capital Partners
Colorado
$6.67M +$101K +1,660 +2%
KSWA
423
Kathleen S. Wright Associates
Pennsylvania
$6.64M +$290K +4,764 +5%
SRC
424
Shufro Rose & Co
New York
$6.62M +$561K +9,236 +9%
GBT
425
Grove Bank & Trust
Florida
$6.62M +$744K +12,240 +13%