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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
476
Toth Financial Advisory
Virginia
$1.27M -$17.2K -400 -1%
NEAM
477
New England Asset Management
Connecticut
$1.26M
BAM
478
Belpointe Asset Management
Nevada
$1.25M +$405K +9,440 +51%
PPP
479
Private Portfolio Partners
New Jersey
$1.23M +$3.44K +80 +0.3%
PTC
480
Private Trust Company
Ohio
$1.22M -$13.2K -308 -1%
MWPCG
481
Measured Wealth Private Client Group
New Hampshire
$1.21M -$107K -2,496 -8%
FSC
482
Full Sail Capital
Oklahoma
$1.21M -$4.29K -100 -0.4%
WB
483
Webster Bank
Connecticut
$1.2M
CHA
484
Carmichael Hill & Associates
Maryland
$1.19M -$8.59K -200 -0.7%
SFWC
485
Strategic Family Wealth Counselors
New Jersey
$1.18M +$195K +4,536 +21%
BWM
486
BigSur Wealth Management
Florida
$1.18M
RSVP
487
Ramsay Stattman Vela & Price
Colorado
$1.17M
PWAC
488
Private Wealth Advisors (California)
California
$1.17M +$99.1K +2,308 +10%
IWC
489
Integrated Wealth Concepts
Massachusetts
$1.16M -$7.73K -180 -0.7%
AMG
490
Asset Management Group
Connecticut
$1.15M +$1.11M +25,852 New
AAM
491
Aureus Asset Management
Massachusetts
$1.14M -$25.8K -600 -2%
ECG
492
Edge Capital Group
Georgia
$1.13M +$4.64K +108 +0.4%
AWM
493
Avior Wealth Management
Nebraska
$1.12M -$181K -4,224 -11%
WJWM
494
Williams Jones Wealth Management
New York
$1.11M
NFG
495
Next Financial Group
Texas
$1.1M +$87.1K +2,028 +9%
DFA
496
Delta Financial Advisors
Louisiana
$1.09M +$172 +4 +0%
PAS
497
Park Avenue Securities
New York
$1.09M +$10.5K +244 +1%
AF
498
Advisornet Financial
Minnesota
$1.09M -$32.5K -756 -3%
IAN
499
Integrated Advisors Network
Texas
$1.08M +$1.04M +24,272 New
Franklin Resources
500
Franklin Resources
California
$1.07M