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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
426
Park Avenue Securities
New York
$4.84M +$86.4K +1,472 +2%
EWA
427
Encompass Wealth Advisors
Oregon
$4.84M +$723K +12,328 +18%
CWMU
428
Caliber Wealth Management (Utah)
Utah
$4.84M +$891K +15,184 +23%
MWA
429
MFA Wealth Advisors
Pennsylvania
$4.83M +$2.03M +34,560 +74%
HPWM
430
High Pines Wealth Management
Massachusetts
$4.79M +$49.5K +844 +1%
MFIMFI
431
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.78M
PCFFS
432
Pacific Center for Financial Services
California
$4.74M -$31.9K -544 -0.7%
FSA
433
Financial Sense Advisors
California
$4.74M +$4.68M +79,712 New
ZCM
434
Ziegler Capital Management
Illinois
$4.72M +$14.3K +244 +0.3%
JIC
435
Johnson Investment Counsel
Ohio
$4.71M +$142K +2,420 +3%
Franklin Resources
436
Franklin Resources
California
$4.68M -$66.9K -1,140 -1%
SCP
437
Shorepoint Capital Partners
Massachusetts
$4.66M +$417K +7,112 +10%
TCWA
438
Ten Capital Wealth Advisors
Washington
$4.64M +$1.36M +23,196 +42%
MA
439
MAS Advisors
Florida
$4.63M -$53.7K -916 -1%
LC
440
Lindbrook Capital
California
$4.6M +$211K +3,600 +5%
EWM
441
Echo Wealth Management
Minnesota
$4.59M +$342K +5,828 +8%
IAN
442
Integrated Advisors Network
Texas
$4.54M +$401K +6,840 +10%
ACM
443
Armbruster Capital Management
New York
$4.54M -$41.1K -700 -0.9%
FUBT
444
First United Bank & Trust
Maryland
$4.46M -$436K -7,432 -9%
FSWA
445
Financial Synergies Wealth Advisors
Texas
$4.43M +$34.3K +584 +0.8%
LIG
446
Lokken Investment Group
Delaware
$4.41M -$703K -11,988 -13%
HWA
447
Hilltop Wealth Advisors
North Carolina
$4.39M -$573K -9,760 -12%
ECA
448
Elevated Capital Advisors
Utah
$4.38M +$4.32M +73,704 New
FFN
449
Focus Financial Network
Minnesota
$4.37M +$3.93M +66,980 +1,019%
BRWM
450
B. Riley Wealth Management
Tennessee
$4.32M -$56.6K -964 -1%