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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
476
Perigon Wealth Management
California
$3.81M +$2.24M +43,904 +142%
PCIA
477
Prime Capital Investment Advisors
Kansas
$3.81M +$2.42M +47,556 +175%
SAM
478
Silverhawk Asset Management
Arizona
$3.81M -$40.5K -796 -1%
FLI
479
Family Legacy Inc
South Carolina
$3.8M +$223K +4,376 +7%
GJIC
480
Gamble Jones Investment Counsel
California
$3.73M -$123K -2,420 -3%
ST
481
Spinnaker Trust
Maine
$3.69M -$33K -648 -0.9%
TA
482
TrueWealth Advisors
Alabama
$3.69M -$400K -7,860 -10%
BG
483
Benedetti & Gucer
Georgia
$3.69M +$42K +824 +1%
NEAM
484
New England Asset Management
Connecticut
$3.69M
Susquehanna International Group
485
Susquehanna International Group
Pennsylvania
$3.68M +$3.04M +59,628 +472%
CFA
486
Cahill Financial Advisors
Minnesota
$3.67M -$440K -8,632 -11%
EC
487
Estate Counselors
Wisconsin
$3.66M +$1.24M +24,400 +51%
APWM
488
Atlas Private Wealth Management
New York
$3.66M +$173K +3,400 +5%
AA
489
Alesco Advisors
New York
$3.65M +$388K +7,608 +12%
KWMG
490
King Wealth Management Group
Florida
$3.65M +$3.65M +71,568 New
BC
491
Brio Consultants
California
$3.62M -$214K -4,196 -6%
FCP
492
Fidelis Capital Partners
Florida
$3.62M +$3.54M +69,400 New
MF
493
Meridian Financial
Massachusetts
$3.61M +$50.3K +988 +1%
BBWP
494
Beacon Bridge Wealth Partners
Pennsylvania
$3.6M +$3.6M +70,588 New
FPCG
495
Forum Private Client Group
Indiana
$3.58M +$232K +4,560 +7%
MG
496
Mather Group
Illinois
$3.57M -$2.32M -45,576 -39%
HWA
497
Hilltop Wealth Advisors
North Carolina
$3.57M -$151K -2,968 -4%
LWA
498
LWS Wealth Advisors
New Jersey
$3.55M -$5.91K -116 -0.2%
SAM
499
S.A. Mason
Michigan
$3.54M -$204K -3,996 -5%
HI
500
Harbour Investments
Wisconsin
$3.53M -$1.06M -20,856 -23%