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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
451
Howe & Rusling
New York
$7.18M -$549K -8,180 -7%
BOC
452
Bull Oak Capital
California
$7.17M +$279K +4,156 +4%
TA
453
TruWealth Advisors
Louisiana
$7.14M -$96.9K -1,444 -1%
DBRC
454
D.B. Root & Company
Pennsylvania
$7.12M +$2.16M +32,160 +41%
RWM
455
RKL Wealth Management
Pennsylvania
$7.11M -$152K -2,272 -2%
AF
456
Amara Financial
California
$7.1M +$137K +2,044 +2%
BWA
457
Beam Wealth Advisors
Louisiana
$7.09M +$85.9K +1,280 +1%
FMB
458
Field & Main Bank
Kentucky
$7.08M +$7.35M +109,564 New
Atomi Financial Group
459
Atomi Financial Group
New York
$7.05M +$787K +11,724 +12%
FPCG
460
Forum Private Client Group
Indiana
$7.04M +$391K +5,820 +6%
TAM
461
Titleist Asset Management
Texas
$7.04M +$2.03M +30,184 +38%
CP
462
Creekside Partners
California
$7.02M +$99.1K +1,476 +1%
Johnson Investment Counsel
463
Johnson Investment Counsel
Ohio
$6.99M +$792K +11,800 +12%
IAN
464
Integrated Advisors Network
Texas
$6.96M -$134K -1,996 -2%
MGO One Seven
465
MGO One Seven
Ohio
$6.91M -$66K -984 -0.9%
Curi RMB Capital
466
Curi RMB Capital
Illinois
$6.88M -$2.35M -34,948 -25%
FAI
467
Fiduciary Advisors Inc
Missouri
$6.88M +$101K +1,508 +1%
Financial Engines Advisors
468
Financial Engines Advisors
California
$6.87M -$151K -2,256 -2%
Washington Trust
469
Washington Trust
Rhode Island
$6.87M -$50.7K -756 -0.7%
CFA
470
Cahill Financial Advisors
Minnesota
$6.86M +$282K +4,196 +4%
FWM
471
Fonville Wealth Management
Virginia
$6.83M +$196K +2,920 +3%
SAM
472
Sawgrass Asset Management
Florida
$6.78M -$67.1K -1,000 -0.9%
KW
473
Keyvantage Wealth
Pennsylvania
$6.74M +$6.56M +97,780 +1,510%
Synovus Financial
474
Synovus Financial
Georgia
$6.66M +$410K +6,116 +6%
BA
475
Bristlecone Advisors
Washington
$6.65M -$90.2K -1,344 -1%