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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Dakota Wealth Management
426
Dakota Wealth Management
Florida
$7.8M -$97.7K -1,456 -1%
Cary Street Partners
427
Cary Street Partners
Virginia
$7.75M +$107K +1,600 +1%
MWM
428
McNaughton Wealth Management
California
$7.74M -$4.39M -65,420 -35%
Advisory Services Network
429
Advisory Services Network
Georgia
$7.73M +$753K +11,228 +10%
HFW
430
Horizon Family Wealth
Illinois
$7.73M +$1.02M +15,140 +15%
WF
431
Warner Financial
Maryland
$7.71M -$60.4K -900 -0.7%
JWCA
432
J.W. Cole Advisors
Florida
$7.64M -$2.09M -31,100 -21%
WF
433
Williams Financial
Vermont
$7.64M +$7.93M +118,104 New
FIC
434
Family Investment Center
Missouri
$7.61M -$231K -3,444 -3%
JBA
435
Johnson Bixby & Associates
Washington
$7.57M -$8.12M -121,048 -51%
CAM
436
CPA Asset Management
Florida
$7.52M -$66.8K -996 -0.8%
Sowell Financial Services
437
Sowell Financial Services
Arkansas
$7.49M +$1.46M +21,792 +23%
1WM
438
1900 Wealth Management
Texas
$7.47M +$10.2K +152 +0.1%
QIM
439
Quest Investment Management
Oregon
$7.45M +$260K +3,868 +3%
PWAM
440
Private Wealth Asset Management
Iowa
$7.45M +$7.73M +115,200 New
CTA
441
Chesley Taft & Associates
Illinois
$7.43M +$77.8K +1,160 +1%
VFP
442
Verus Financial Partners
Virginia
$7.43M -$155K -2,316 -2%
VWA
443
Visionary Wealth Advisors
Illinois
$7.43M -$110K -1,644 -1%
TCBWMS
444
Texas Capital Bank Wealth Management Services
Texas
$7.32M -$479K -7,140 -6%
BWCS
445
Beirne Wealth Consulting Services
Connecticut
$7.3M +$34.1K +508 +0.5%
Bradley Foster & Sargent
446
Bradley Foster & Sargent
Connecticut
$7.29M -$805K -11,996 -10%
EGWAG
447
Elwood & Goetz Wealth Advisory Group
Georgia
$7.26M +$139K +2,064 +2%
WFPG
448
Waller Financial Planning Group
Ohio
$7.24M -$1.14M -17,032 -13%
XF
449
XML Financial
Maryland
$7.23M -$336K -5,000 -4%
HIW
450
Holos Integrated Wealth
Pennsylvania
$7.18M +$2.15K +32 +0%