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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
401
Milestone Investment Advisors
Wisconsin
$9.43M -$86.1K -1,312 -1%
CIAS
402
Capital Investment Advisory Services
North Carolina
$9.41M +$585K +8,908 +7%
SL
403
SFM LLC
New Hampshire
$9.34M -$694K -10,572 -7%
TCM
404
TD Capital Management
Tennessee
$9.32M -$118K -1,800 -1%
CP
405
Capital Planning
Washington
$9.31M -$3.72M -56,668 -30%
GA
406
GFS Advisors
Texas
$9.22M +$42K +640 +0.5%
FCA
407
FLC Capital Advisors
California
$9.22M +$438K +6,668 +5%
EWM
408
Evermay Wealth Management
Virginia
$9.19M +$42.8K +652 +0.5%
HFRG
409
Houlihan Financial Resource Group
Virginia
$9.16M -$129K -1,964 -1%
TCBWMS
410
Texas Capital Bank Wealth Management Services
Texas
$9.16M +$1.16M +17,744 +16%
BWFA
411
Baltimore-Washington Financial Advisors
Maryland
$9.12M -$9.44M -143,852 -52%
HAC
412
Harbor Advisory Corp
New Hampshire
$9.1M +$311K +4,740 +4%
MBI
413
May Barnhard Investments
Maryland
$9M +$2.31M +35,232 +38%
KeyBank National Association
414
KeyBank National Association
Ohio
$8.99M +$15K +228 +0.2%
FFO
415
Fortitude Family Office
Arizona
$8.97M -$3.58M -54,524 -30%
FNFDCM
416
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.86M -$175K -2,672 -2%
PWAM
417
Private Wealth Asset Management
Iowa
$8.82M +$716K +10,912 +9%
Citigroup
418
Citigroup
New York
$8.82M -$3.31M -50,384 -29%
ACA
419
Aspire Capital Advisors
Washington
$8.81M -$1.49M -22,640 -15%
OFS
420
OneAscent Financial Services
Alabama
$8.81M -$9.18M -139,840 -53%
WFPG
421
Waller Financial Planning Group
Ohio
$8.77M +$884K +13,464 +12%
FPCG
422
Forum Private Client Group
Indiana
$8.75M +$1.06M +16,200 +15%
UFA
423
Uptown Financial Advisors
Texas
$8.74M -$80.6K -1,228 -1%
MWM
424
MorganRosel Wealth Management
Colorado
$8.73M +$56.2K +856 +0.7%
WIC
425
Whitegate Investment Counselors
New Hampshire
$8.69M +$75.1K +1,144 +0.9%