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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
451
Sightline Wealth Advisors
Connecticut
$3.47M +$180K +2,976 +5%
NFG
452
Next Financial Group
Texas
$3.44M +$210K +3,476 +6%
CIP
453
Capital Insight Partners
Arizona
$3.35M +$305K +5,044 +10%
CA
454
Cornerstone Advisory
Maryland
$3.34M +$387K +6,408 +13%
MFT
455
Moisand Fitzgerald Tamayo
Florida
$3.34M -$41.1K -680 -1%
PIFP
456
Partners in Financial Planning
Virginia
$3.33M +$967 +16 +0%
CP
457
Camelot Portfolios
Ohio
$3.33M -$559K -9,248 -14%
FFC
458
Fure Financial Corporation
Minnesota
$3.33M +$3.4M +56,260 New
ACM
459
Advisors Capital Management
New Jersey
$3.32M +$59.7K +988 +2%
FAIM
460
Financial Advocates Investment Management
Washington
$3.32M +$19.6K +324 +0.6%
AIA
461
Alera Investment Advisors
Illinois
$3.3M -$242 -4 -0%
BCP
462
Berkeley Capital Partners
Georgia
$3.29M +$2.2M +36,360 +189%
CWMU
463
Caliber Wealth Management (Utah)
Utah
$3.26M +$118K +1,948 +4%
CRI
464
Colonial River Investments
Virginia
$3.26M +$2.92M +48,260 +1,136%
FHA
465
Flagship Harbor Advisors
Massachusetts
$3.26M
FCH
466
Freestone Capital Holdings
Washington
$3.25M +$41.3K +684 +1%
VCM
467
Vivaldi Capital Management
Illinois
$3.25M -$20.3K -336 -0.6%
Cerity Partners
468
Cerity Partners
New York
$3.24M +$319K +5,284 +11%
FNT
469
First National Trust
Pennsylvania
$3.24M +$1.93K +32 +0.1%
WCM
470
Windham Capital Management
Massachusetts
$3.23M
BRWA
471
B. Riley Wealth Advisors
Florida
$3.21M -$3.63K -60 -0.1%
LWIC
472
Leith Wheeler Investment Counsel
British Columbia, Canada
$3.2M
MCWS
473
McKinley Carter Wealth Services
West Virginia
$3.19M -$182K -3,008 -5%
MSFS
474
Main Street Financial Solutions
Pennsylvania
$3.18M +$7.01K +116 +0.2%
MA
475
Modus Advisors
Minnesota
$3.17M -$2.66K -44 -0.1%