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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
451
Alliance Private Wealth
Massachusetts
$8.87M +$108K +1,452 +1%
RMS
452
Retirement Management Systems
Maryland
$8.85M +$1.5M +20,152 +20%
SC
453
Sapient Capital
Indiana
$8.76M +$1.59M +21,428 +21%
KW
454
Keyvantage Wealth
Pennsylvania
$8.74M +$66K +888 +0.7%
EWM
455
Evermay Wealth Management
Virginia
$8.73M -$354K -4,768 -4%
PWP
456
Principle Wealth Partners
Connecticut
$8.69M -$333K -4,488 -4%
MWM
457
McNaughton Wealth Management
California
$8.67M -$189K -2,540 -2%
OFS
458
OneAscent Financial Services
Alabama
$8.65M +$1.44M +19,340 +19%
CAP
459
Cordoba Advisory Partners
New York
$8.58M +$548K +7,376 +7%
SFS
460
Sowell Financial Services
Arkansas
$8.57M +$134K +1,804 +2%
SWM
461
Sagace Wealth Management
Florida
$8.56M -$17.8K -240 -0.2%
VFP
462
Verus Financial Partners
Virginia
$8.54M -$152K -2,048 -2%
GIA
463
Gladstone Institutional Advisory
Florida
$8.53M +$234K +3,156 +3%
BFS
464
Bradley Foster & Sargent
Connecticut
$8.49M +$192K +2,584 +2%
BAG
465
Bridgewealth Advisory Group
California
$8.48M +$768K +10,332 +10%
FAI
466
Fiduciary Advisors Inc
Missouri
$8.46M +$250K +3,360 +3%
GAM
467
Gotham Asset Management
New York
$8.45M +$2.76M +37,180 +46%
Renaissance Technologies
468
Renaissance Technologies
New York
$8.44M +$7.23M +97,280 +479%
AI
469
Accredited Investors
Minnesota
$8.42M +$27.3K +368 +0.3%
PWAM
470
Private Wealth Asset Management
Iowa
$8.36M -$317K -4,264 -4%
DWP
471
Destiny Wealth Partners
Florida
$8.34M +$4.93M +66,304 +133%
KI
472
KTF Investments
California
$8.29M -$143K -1,928 -2%
HL
473
HeadInvest LLC
Maine
$8.27M +$112K +1,508 +1%
UBV
474
United Bank (Virginia)
Virginia
$8.27M -$147K -1,980 -2%
SPC
475
Sigma Planning Corp
Michigan
$8.26M +$466K +6,268 +6%