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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
451
Smith & Howard Wealth Management
Georgia
$1.46M +$400K +9,312 +40%
Cerity Partners
452
Cerity Partners
New York
$1.45M -$241K -5,624 -15%
CWM
453
Cornerstone Wealth Management
Missouri
$1.45M +$96.9K +2,256 +7%
PBF
454
Petix & Botte Financial
California
$1.45M +$1.4M +32,524 New
SIA
455
Soltis Investment Advisors
Utah
$1.44M +$1.39M +32,344 New
GRP
456
Global Retirement Partners
California
$1.44M -$791K -18,412 -36%
VIM
457
Vista Investment Management
Pennsylvania
$1.44M +$11.3K +264 +0.8%
WCM
458
Windham Capital Management
Massachusetts
$1.44M
JIC
459
Johnson Investment Counsel
Ohio
$1.39M -$19.9K -464 -1%
MFGP
460
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.38M +$79K +1,840 +6%
EGWAG
461
Elwood & Goetz Wealth Advisory Group
Georgia
$1.38M -$33.5K -780 -2%
Qube Research & Technologies (QRT)
462
Qube Research & Technologies (QRT)
United Kingdom
$1.37M +$1.32M +30,840 New
TFGT
463
TS Financial Group (TSFG)
Illinois
$1.36M +$14.4K +336 +1%
AFP
464
Ausdal Financial Partners
Iowa
$1.36M -$31.8K -740 -2%
PWA
465
Peterson Wealth Advisors
Utah
$1.36M -$9.62K -224 -0.7%
PG
466
Patten Group
Tennessee
$1.35M +$14.3K +332 +1%
UB
467
UMB Bank
Missouri
$1.33M +$810K +18,856 +170%
BW
468
Bison Wealth
Georgia
$1.33M +$492K +11,464 +62%
CAM
469
Columbia Asset Management
Michigan
$1.32M -$67.2K -1,564 -5%
SCA
470
Stillwater Capital Advisors
Pennsylvania
$1.32M +$45.5K +1,060 +4%
PD
471
Planning Directions
Pennsylvania
$1.3M -$122K -2,832 -9%
CF
472
Centaurus Financial
California
$1.3M +$19.1K +444 +2%
AIC
473
Ameritas Investment Company
Nebraska
$1.3M -$133K -3,096 -10%
Susquehanna International Group
474
Susquehanna International Group
Pennsylvania
$1.3M -$114K -2,656 -8%
MFWM
475
Motley Fool Wealth Management
Virginia
$1.28M -$58.7K -1,368 -5%