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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
426
Capital Investment Advisory Services
North Carolina
$9.64M +$176K +2,416 +2%
LWPC
427
Legacy Wealth Partners (Colorado)
Colorado
$9.63M +$9.65M +132,672 New
GT
428
GreatBanc Trust
Illinois
$9.6M -$12.2K -168 -0.1%
BWA
429
Beam Wealth Advisors
Louisiana
$9.6M +$274K +3,768 +3%
GA
430
GFS Advisors
Texas
$9.56M
RH
431
RFG Holdings
Texas
$9.44M +$333K +4,584 +4%
EPW
432
Endeavor Private Wealth
Kansas
$9.43M +$475K +6,536 +5%
EWP
433
Elevation Wealth Partners
California
$9.42M -$636K -8,748 -6%
IA
434
IF Advisors
Texas
$9.28M +$9.31M +127,948 New
CT
435
Caldwell Trust
Florida
$9.28M +$292K +4,016 +3%
WSA
436
Wealth Science Advisors
Georgia
$9.27M +$9.29M +127,700 New
UFA
437
Uptown Financial Advisors
Texas
$9.26M +$143K +1,972 +2%
EFG
438
Ethos Financial Group
Pennsylvania
$9.23M -$487K -6,696 -5%
KeyBank National Association
439
KeyBank National Association
Ohio
$9.18M -$355K -4,876 -4%
AT
440
Adelphi Trust
Florida
$9.18M +$9.2M +126,464 New
EWM
441
Evermay Wealth Management
Virginia
$9.17M -$145K -1,988 -2%
HR
442
Howe & Rusling
New York
$9.13M +$301K +4,144 +3%
WF
443
Warner Financial
Maryland
$9.13M +$132K +1,820 +1%
KPWG
444
KFA Private Wealth Group
Virginia
$9.12M +$2.41M +33,132 +36%
PWP
445
Principle Wealth Partners
Connecticut
$9.11M +$210K +2,888 +2%
FNFDCM
446
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.1M -$162K -2,232 -2%
CAG
447
Crestwood Advisors Group
Massachusetts
$9.09M +$44.2K +608 +0.5%
CWMK
448
Caliber Wealth Management (Kansas)
Kansas
$9.06M -$2.31M -31,720 -20%
APW
449
Alliance Private Wealth
Massachusetts
$9.06M +$8.89M +122,164 New
CTA
450
Chesley Taft & Associates
Illinois
$9.05M +$622K +8,556 +7%