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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Diversify Wealth Management
Utah
$8.73M +$682K +10,040 +8%
WIC
402
Whitegate Investment Counselors
New Hampshire
$8.7M -$10.4M -153,268 -54%
CA
403
CoreCap Advisors
Michigan
$8.57M +$534K +7,860 +6%
MIS
404
Morningstar Investment Services
Illinois
$8.55M -$76M -1,119,420 -90%
PCIA
405
Prime Capital Investment Advisors
Kansas
$8.54M -$276K -4,064 -3%
AIP
406
Almanack Investment Partners
Pennsylvania
$8.52M -$370K -5,448 -4%
WFPG
407
Waller Financial Planning Group
Ohio
$8.52M +$493K +7,264 +6%
GBT
408
Grove Bank & Trust
Florida
$8.5M +$1.9M +27,956 +28%
KeyBank National Association
409
KeyBank National Association
Ohio
$8.49M +$525K +7,732 +6%
EWM
410
Evermay Wealth Management
Virginia
$8.45M -$7.6K -112 -0.1%
PWP
411
Principle Wealth Partners
Connecticut
$8.43M +$146K +2,156 +2%
AIM
412
Acropolis Investment Management
Missouri
$8.42M -$17.4K -256 -0.2%
OCFG
413
O'Connor Financial Group
Illinois
$8.39M -$43.4K -640 -0.5%
KSWA
414
Kathleen S. Wright Associates
Pennsylvania
$8.39M +$523K +7,708 +6%
FIS
415
Fischer Investment Strategies
California
$8.31M +$2.2M +32,400 +35%
HL
416
HeadInvest LLC
Maine
$8.26M +$607K +8,944 +8%
BFS
417
Bradley Foster & Sargent
Connecticut
$8.24M -$278K -4,096 -3%
FMP
418
Financial Management Professionals
Texas
$8.17M +$105K +1,540 +1%
VFP
419
Verus Financial Partners
Virginia
$8.08M -$397K -5,844 -5%
DWM
420
Dakota Wealth Management
Florida
$8.07M +$258K +3,796 +3%
FCA
421
FLC Capital Advisors
California
$8.03M +$111K +1,636 +1%
FIC
422
Family Investment Center
Missouri
$7.99M -$134K -1,968 -2%
OL
423
Optas LLC
Texas
$7.96M +$122K +1,792 +2%
TCBWMS
424
Texas Capital Bank Wealth Management Services
Texas
$7.95M -$1.03M -15,140 -11%
WF
425
Warner Financial
Maryland
$7.94M +$159K +2,336 +2%