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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
401
Waller Financial Planning Group
Ohio
$8.03M -$96.4K -1,536 -1%
RPGK
402
Retirement Planning Group (Kansas)
Kansas
$8M +$4.38M +69,708 +135%
KeyBank National Association
403
KeyBank National Association
Ohio
$7.97M -$848K -13,504 -10%
FCA
404
FLC Capital Advisors
California
$7.92M +$92.7K +1,476 +1%
KSWA
405
Kathleen S. Wright Associates
Pennsylvania
$7.87M +$597K +9,512 +9%
OL
406
Optas LLC
Texas
$7.84M +$158K +2,516 +2%
1WM
407
1900 Wealth Management
Texas
$7.82M +$45.5K +724 +0.6%
DWM
408
Dakota Wealth Management
Florida
$7.81M -$152K -2,428 -2%
NF
409
Nikulski Financial
Iowa
$7.79M +$14.3K +228 +0.2%
WF
410
Warner Financial
Maryland
$7.77M +$269K +4,292 +4%
CT
411
Caldwell Trust
Florida
$7.77M -$316K -5,040 -4%
VWA
412
Visionary Wealth Advisors
Illinois
$7.76M -$37.9K -604 -0.5%
M&T Bank
413
M&T Bank
New York
$7.74M +$144K +2,300 +2%
HL
414
HeadInvest LLC
Maine
$7.66M -$127K -2,016 -2%
BWS
415
Buck Wealth Strategies
Colorado
$7.65M -$331K -5,268 -4%
GCP
416
Gill Capital Partners
Colorado
$7.64M +$356K +5,668 +5%
HR
417
Howe & Rusling
New York
$7.64M +$762K +12,140 +12%
CAG
418
Crestwood Advisors Group
Massachusetts
$7.63M -$173K -2,760 -2%
EWA
419
EP Wealth Advisors
California
$7.6M +$672K +10,704 +10%
Principal Financial Group
420
Principal Financial Group
Iowa
$7.53M -$7.58M -120,736 -51%
CTA
421
Chesley Taft & Associates
Illinois
$7.44M +$75.1K +1,196 +1%
WFAG
422
Wescott Financial Advisory Group
Pennsylvania
$7.43M -$423K -6,736 -6%
QIM
423
Quest Investment Management
Oregon
$7.43M -$79.9K -1,272 -1%
TA
424
TruWealth Advisors
Louisiana
$7.42M -$2.76K -44 -0%
BWCS
425
Beirne Wealth Consulting Services
Connecticut
$7.39M +$1.49M +23,764 +27%