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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GL
476
Graypoint LLC
New York
$3.16M -$2.41M -46,120 -41%
PTC
477
Philadelphia Trust Company
Pennsylvania
$3.15M
KCM
478
Kendall Capital Management
Maryland
$3.14M -$5.23K -100 -0.1%
MECA
479
Miller Equity Capital Advisors
Texas
$3.13M +$880K +16,840 +34%
FLI
480
Family Legacy Inc
South Carolina
$3.11M +$100K +1,916 +3%
FPCG
481
Forum Private Client Group
Indiana
$3.09M +$279K +5,336 +9%
ES
482
Eagle Strategies
New York
$3.08M -$644K -12,320 -16%
EWM
483
Evercore Wealth Management
New York
$3.07M -$21.9K -420 -0.6%
CW
484
Cook Wealth
North Carolina
$3.05M +$1.34M +25,576 +73%
RWP
485
Revolve Wealth Partners
New Jersey
$3.04M -$30.5K -584 -0.9%
IHWM
486
Iron Horse Wealth Management
Iowa
$3.04M -$4.41M -84,296 -57%
SC
487
SouthState Corp
Florida
$3.03M -$32.8K -628 -1%
MI
488
Moneywise Inc
Virginia
$3.02M +$15.7K +300 +0.5%
AA
489
Alesco Advisors
New York
$3.01M -$52.3K -1,000 -2%
Bank of Nova Scotia
490
Bank of Nova Scotia
Ontario, Canada
$3.01M +$2.3M +44,000 +220%
CFS
491
CRA Financial Services
New Jersey
$3M +$566K +10,828 +20%
Fiera Capital (Canada)
492
Fiera Capital (Canada)
Quebec, Canada
$3M -$1.92M -36,732 -36%
SYBT
493
Stock Yards Bank & Trust
Kentucky
$3M +$15.9K +304 +0.5%
BAM
494
Belpointe Asset Management
Nevada
$3M +$219K +4,188 +7%
CWM
495
Calamos Wealth Management
Illinois
$2.99M -$113K -2,168 -3%
KPWS
496
Kestra Private Wealth Services
Texas
$2.97M +$166K +3,184 +5%
WMG
497
WESCAP Management Group
California
$2.96M +$160K +3,056 +5%
GCP
498
Gill Capital Partners
Colorado
$2.95M +$483K +9,248 +17%
FPAS
499
Focus Partners Advisor Solutions
Missouri
$2.94M +$1.64M +31,440 +101%
MW
500
Marcum Wealth
Ohio
$2.93M -$51.2K -980 -2%