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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
426
Integrated Advisors Network
Texas
$6.11M -$80.4K -1,504 -1%
MWA
427
Meridian Wealth Advisors
Texas
$6.1M +$262K +4,900 +5%
WA
428
Waverly Advisors
Alabama
$6.08M +$12.6K +236 +0.2%
WP
429
WMS Partners
Maryland
$6.07M -$285K -5,336 -5%
ZIG
430
Zuckerman Investment Group
Illinois
$6.06M +$1.38M +25,740 +33%
CWMU
431
Caliber Wealth Management (Utah)
Utah
$6.01M +$71.2K +1,332 +1%
XF
432
XML Financial
Maryland
$5.97M +$123K +2,296 +2%
DWP
433
Daymark Wealth Partners
Ohio
$5.97M -$1.99M -37,276 -27%
CWS
434
Cypress Wealth Services
California
$5.95M +$40.4K +756 +0.7%
KSWA
435
Kathleen S. Wright Associates
Pennsylvania
$5.94M +$314K +5,876 +6%
BJL
436
Brighton Jones LLC
Washington
$5.91M +$382K +7,144 +8%
HAC
437
Harbor Advisory Corp
New Hampshire
$5.87M -$38K -712 -0.7%
PWP
438
Perfromance Wealth Partners
Illinois
$5.83M +$163K +3,044 +3%
EWP
439
Elevation Wealth Partners
California
$5.81M -$5.77K -108 -0.1%
DFCM
440
Dark Forest Capital Management
Puerto Rico
$5.79M +$463K +8,668 +10%
MWM
441
MorganRosel Wealth Management
Colorado
$5.78M -$58.6K -1,096 -1%
CFA
442
Cahill Financial Advisors
Minnesota
$5.76M +$337K +6,316 +7%
SC
443
Steph & Co
Wisconsin
$5.75M -$225K -4,212 -4%
HPWM
444
High Pines Wealth Management
Massachusetts
$5.74M +$214K +4,000 +4%
OCM
445
One Capital Management
California
$5.72M -$54.9K -1,028 -1%
GCP
446
Gill Capital Partners
Colorado
$5.68M +$99.2K +1,856 +2%
UBV
447
United Bank (Virginia)
Virginia
$5.68M -$353K -6,604 -6%
AFAS
448
Acorn Financial Advisory Services
Virginia
$5.67M -$1.25M -23,320 -19%
PAG
449
Private Advisory Group
Washington
$5.62M +$4.71M +88,112 +1,028%
WT
450
Washington Trust
Rhode Island
$5.61M +$5.07M +94,980 +6,298%