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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
451
Bristlecone Advisors
Washington
$4.57M +$158K +3,012 +4%
RIS
452
Retirement Income Solutions
Michigan
$4.57M
ZCM
453
Ziegler Capital Management
Illinois
$4.56M +$15.9K +304 +0.4%
SAM
454
Silverhawk Asset Management
Arizona
$4.54M -$45.3K -864 -1%
TCWA
455
Ten Capital Wealth Advisors
Washington
$4.53M -$792K -15,100 -15%
EWA
456
EP Wealth Advisors
California
$4.51M +$12.8M +243,920 +175%
FPIS
457
Financial Planning & Information Services
Wisconsin
$4.48M -$61.7K -1,176 -1%
EFS
458
Essex Financial Services
Connecticut
$4.46M +$26.8K +512 +0.6%
PWP
459
Perfromance Wealth Partners
Illinois
$4.44M +$997K +19,016 +31%
MFIMFI
460
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.42M
LC
461
Lindbrook Capital
California
$4.39M +$48.2K +920 +1%
CIP
462
Capital Insight Partners
Arizona
$4.39M +$26.8K +512 +0.6%
MG
463
Mather Group
Illinois
$4.37M +$451K +8,612 +12%
XF
464
XML Financial
Maryland
$4.32M +$4.12M +78,572 New
SG
465
StoneX Group
New York
$4.32M +$12.6K +240 +0.3%
SWA
466
Stratos Wealth Advisors
Ohio
$4.31M +$2.29M +43,756 +126%
Legacy Financial Group (Iowa)
467
Legacy Financial Group (Iowa)
Iowa
$4.31M -$3.39M -64,596 -45%
FPAS
468
Focus Partners Advisor Solutions
Missouri
$4.29M +$3.58M +68,352 +711%
HPWM
469
High Pines Wealth Management
Massachusetts
$4.27M +$95.6K +1,824 +2%
CG
470
Colony Group
Massachusetts
$4.26M +$21.6K +412 +0.5%
RWIA
471
Roger Wittlin Investment Advisory
California
$4.22M -$188K -3,584 -4%
LIG
472
Lokken Investment Group
Delaware
$4.19M +$196K +3,748 +5%
BBWP
473
Beacon Bridge Wealth Partners
Pennsylvania
$4.18M +$178K +3,400 +5%
PCFFS
474
Pacific Center for Financial Services
California
$4.17M -$63.7K -1,216 -2%
CSPIA
475
Cary Street Partners Investment Advisory
Virginia
$4.16M -$982K -18,732 -20%