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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
401
SFM LLC
New Hampshire
$10.2M +$549K +7,384 +5%
UFA
402
Uptown Financial Advisors
Texas
$10.2M +$1.05M +14,176 +11%
JIC
403
Johnson Investment Counsel
Ohio
$10.2M +$1.39M +18,688 +15%
DWM
404
Daner Wealth Management
Georgia
$10.2M +$29.2M +393,328 +296%
LFA
405
Legend Financial Advisors
Pennsylvania
$10.2M +$1.73M +23,280 +20%
BWA
406
Beam Wealth Advisors
Louisiana
$10.1M +$648K +8,720 +7%
IA
407
IF Advisors
Texas
$10.1M +$959K +12,904 +10%
FMP
408
Financial Management Professionals
Texas
$10.1M +$420K +5,648 +4%
OCFG
409
O'Connor Financial Group
Illinois
$10M +$14K +188 +0.1%
CWA
410
Consilio Wealth Advisors
Washington
$10M -$463K -6,232 -4%
EFG
411
Ethos Financial Group
Pennsylvania
$10M +$1.12M +15,096 +12%
AT
412
Adelphi Trust
Florida
$9.99M +$940K +12,648 +10%
CNC
413
Canandaigua National Corp
New York
$9.87M +$10.2M +137,456 New
PF
414
Prosperitas Financial
California
$9.86M +$77.6K +1,044 +0.8%
SCP
415
Silverleafe Capital Partners
Tennessee
$9.84M +$1.39M +18,688 +16%
LWPC
416
Legacy Wealth Partners (Colorado)
Colorado
$9.82M +$300K +4,040 +3%
DWP
417
Daymark Wealth Partners
Ohio
$9.78M +$30K +404 +0.3%
MFA
418
McClarren Financial Advisors
Pennsylvania
$9.7M -$1.72M -23,100 -15%
KeyBank National Association
419
KeyBank National Association
Ohio
$9.69M +$627K +8,440 +7%
FUBT
420
First United Bank & Trust
Maryland
$9.69M +$2.87M +38,584 +40%
RWA
421
Rooted Wealth Advisors
Illinois
$9.69M +$26.5M +356,928 +244%
FPCP
422
Fort Point Capital Partners
California
$9.67M -$1.08M -14,584 -10%
TFP
423
TrueWealth Financial Partners
Washington
$9.65M +$9.98M +134,388 New
MA
424
MJP Associates
Connecticut
$9.64M +$924K +12,432 +10%
MA
425
Mutual Advisors
Nebraska
$9.62M +$2.7M +36,296 +37%