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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
451
Ropes Wealth Advisors
Massachusetts
$1.09M
BS
452
Boenning & Scattergood
Pennsylvania
$1.07M -$633K -15,140 -37%
ECG
453
Edge Capital Group
Georgia
$1.06M +$55.5K +1,328 +6%
AF
454
Advisornet Financial
Minnesota
$1.05M -$70.4K -1,684 -6%
WJWM
455
Williams Jones Wealth Management
New York
$1.05M +$1.05M +25,036 New
DFA
456
Delta Financial Advisors
Louisiana
$1.03M +$70.7K +1,692 +7%
PAS
457
Park Avenue Securities
New York
$1.01M +$1.01M +24,232 New
BAS
458
Brown Advisory Securities
Maryland
$1.01M
Franklin Resources
459
Franklin Resources
California
$1M -$273K -6,532 -21%
PWAC
460
Private Wealth Advisors (California)
California
$1M +$10.7K +256 +1%
EFSCE
461
Enterprise Financial Services Corp (EFSC)
Missouri
$993K -$79.4K -1,900 -7%
SHWM
462
Smith & Howard Wealth Management
Georgia
$979K +$976K +23,368 New
DACG
463
Donor Advised Charitable Giving
California
$977K +$6.35K +152 +0.7%
ACA
464
Aptus Capital Advisors
Alabama
$958K -$32.4K -776 -3%
SAM
465
SP Asset Management
California
$958K +$6.18K +148 +0.7%
SWM
466
Stockman Wealth Management
Montana
$954K -$29.3K -700 -3%
BBHC
467
Brown Brothers Harriman & Co
New York
$954K +$356K +8,512 +60%
NFG
468
Next Financial Group
Texas
$952K +$11.7K +280 +1%
CMO
469
Covenant Multifamily Offices
Texas
$951K -$19.7K -472 -2%
BRWA
470
B. Riley Wealth Advisors
Florida
$943K +$6.85K +164 +0.7%
BBA
471
Braun-Bostich & Associates
Pennsylvania
$939K -$100K -2,396 -10%
MOS
472
MGO One Seven
Ohio
$936K +$441K +10,560 +90%
STB
473
S&T Bank
Pennsylvania
$931K -$38.8K -928 -4%
Principal Financial Group
474
Principal Financial Group
Iowa
$928K +$252K +6,040 +37%
CAM
475
Chandler Asset Management
California
$927K +$685K +16,400 +286%