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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMU
476
Caliber Wealth Management (Utah)
Utah
$3M +$1.13M +19,496 +63%
MWA
477
MFA Wealth Advisors
Pennsylvania
$2.98M -$67.5K -1,164 -2%
CA
478
Cornerstone Advisory
Maryland
$2.97M +$116K +2,000 +4%
WA
479
Wealth Alliance
New York
$2.94M -$68.9K -1,188 -2%
Cerity Partners
480
Cerity Partners
New York
$2.94M +$69.3K +1,196 +2%
IAN
481
Integrated Advisors Network
Texas
$2.93M +$550K +9,488 +24%
MAG
482
Mokosak Advisory Group
Iowa
$2.91M +$695 +12 +0%
22CM
483
20/20 Capital Management
California
$2.91M +$24.1K +416 +0.9%
CBFP
484
Cedar Brook Financial Partners
Ohio
$2.89M +$245K +4,224 +9%
FFW
485
Fusion Family Wealth
New York
$2.88M +$46.1K +796 +2%
ZIG
486
Zuckerman Investment Group
Illinois
$2.87M +$940K +16,216 +50%
MMA
487
Miracle Mile Advisors
California
$2.86M -$627K -10,812 -18%
BOM
488
Bank of Marin
California
$2.85M
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$2.85M +$59.3K +1,024 +2%
SA
490
Strategic Advisors
New York
$2.81M +$56.1K +968 +2%
AWM
491
Avior Wealth Management
Nebraska
$2.8M +$512K +8,836 +19%
Susquehanna International Group
492
Susquehanna International Group
Pennsylvania
$2.79M -$63.3K -1,092 -2%
AF
493
Alerus Financial
North Dakota
$2.73M -$128K -2,204 -5%
PFG
494
PAX Financial Group
Texas
$2.73M -$219K -3,772 -8%
EGWAG
495
Elwood & Goetz Wealth Advisory Group
Georgia
$2.71M -$178K -3,076 -6%
BFG
496
Beacon Financial Group
Texas
$2.7M -$172K -2,964 -6%
AP
497
Appleton Partners
Massachusetts
$2.68M -$14.4K -248 -0.5%
MWM
498
Modera Wealth Management
New Jersey
$2.66M +$14.1K +244 +0.5%
CST
499
Charles Schwab Trust
Nevada
$2.63M +$119K +2,056 +5%
CWM
500
Capital Wealth Management
Rhode Island
$2.63M +$369K +6,364 +17%