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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLI
476
Family Legacy Inc
South Carolina
$4.16M +$205K +3,912 +5%
SCP
477
Shorepoint Capital Partners
Massachusetts
$4.15M -$74.2K -1,416 -2%
OGF
478
Orin Green Financial
California
$4.14M -$15.1K -288 -0.4%
GIA
479
Gladstone Institutional Advisory
Florida
$4.13M -$12.4K -236 -0.3%
LWA
480
LWS Wealth Advisors
New Jersey
$4.12M +$114K +2,168 +3%
RW
481
REDW Wealth
New Mexico
$4.09M -$170K -3,248 -4%
Vanguard Group
482
Vanguard Group
Pennsylvania
$3.97M +$369K +7,036 +11%
EC
483
Estate Counselors
Wisconsin
$3.97M -$33.6K -640 -0.9%
FNBOO
484
First National Bank of Omaha
Nebraska
$3.95M +$24.5K +468 +0.7%
ST
485
Spinnaker Trust
Maine
$3.95M -$30.8K -588 -0.8%
AA
486
Alesco Advisors
New York
$3.94M -$5.24K -100 -0.1%
OL
487
Optas LLC
Texas
$3.93M -$1.54M -29,312 -29%
MF
488
Meridian Financial
Massachusetts
$3.92M +$32.5K +620 +0.9%
AI
489
Atria Investments
North Carolina
$3.91M -$2.39M -45,520 -39%
KWMG
490
King Wealth Management Group
Florida
$3.88M
FA
491
FDx Advisors
Illinois
$3.86M +$1.27M +24,280 +53%
FT
492
Fiduciary Trust
Massachusetts
$3.84M -$463K -8,840 -11%
CL
493
Choreo LLC
Illinois
$3.82M -$14.3K -272 -0.4%
DC
494
Davenport & Co
Virginia
$3.81M -$108K -2,064 -3%
CFG
495
CKW Financial Group
Hawaii
$3.8M +$8.1M +154,560 New
GG
496
Gleason Group
Kentucky
$3.79M +$13.6K +260 +0.4%
MW
497
Marcum Wealth
Ohio
$3.76M +$64.4K +1,228 +2%
FAAM
498
First Ascent Asset Management
Colorado
$3.76M +$81.4K +1,552 +2%
HWA
499
Hilltop Wealth Advisors
North Carolina
$3.74M +$2.31K +44 +0.1%
9WM
500
9258 Wealth Management
Ohio
$3.74M -$3.33M -63,520 -48%