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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
451
Ford Financial Group
California
$4.47M +$10.8K +172 +0.2%
IAN
452
Integrated Advisors Network
Texas
$4.43M +$282K +4,492 +7%
GFS
453
GYL Financial Synergies
Connecticut
$4.41M
EWA
454
Encompass Wealth Advisors
Oregon
$4.4M +$225K +3,584 +5%
BCM
455
Beaumont Capital Management
Massachusetts
$4.39M +$4.33M +69,012 New
BG
456
Benedetti & Gucer
Georgia
$4.29M +$59.9K +956 +1%
ATC
457
Argent Trust Co
Tennessee
$4.26M +$31.3K +500 +0.8%
AA
458
Alesco Advisors
New York
$4.21M -$6.27K -100 -0.2%
HMS
459
Hanseatic Management Services
New Mexico
$4.2M -$6.52K -104 -0.2%
CWM
460
Calamos Wealth Management
Illinois
$4.2M +$136K +2,168 +3%
HCM
461
Hall Capital Management
Rhode Island
$4.18M -$248K -3,956 -6%
SFA
462
Sequoia Financial Advisors
Ohio
$4.17M +$3.86M +61,508 +1,530%
MW
463
Marcum Wealth
Ohio
$4.17M -$133K -2,128 -3%
EWM
464
Evercore Wealth Management
New York
$4.16M
GAM
465
Gemmer Asset Management
California
$4.15M +$64.9K +1,036 +2%
JWBC
466
John W. Brooker & Co
California
$4.12M +$148K +2,368 +4%
PA
467
PFG Advisors
Arizona
$4.12M +$366K +5,840 +10%
GP
468
Geneva Partners
Wisconsin
$4.1M +$4.03M +64,344 New
OGF
469
Orin Green Financial
California
$4.1M -$14K -224 -0.3%
HAC
470
Harbor Advisory Corp
New Hampshire
$4.09M +$277K +4,424 +7%
APWM
471
Atlas Private Wealth Management
New York
$4.06M +$58.2K +928 +1%
RIS
472
Retirement Income Solutions
Michigan
$4.05M +$39.4K +628 +1%
CP
473
Camelot Portfolios
Ohio
$4.05M +$458K +7,300 +13%
KL
474
KWMG LLC
Kansas
$4.04M -$240K -3,828 -6%
CWMU
475
Caliber Wealth Management (Utah)
Utah
$4.04M +$855K +13,640 +26%