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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
476
Parsons Capital Management
Rhode Island
$5.71M +$187K +3,172 +4%
MAM
477
Mystic Asset Management
Rhode Island
$5.68M -$15.4K -260 -0.3%
WCFA
478
Walkner Condon Financial Advisors
Wisconsin
$5.68M -$62.4K -1,056 -1%
ASN
479
Advisory Services Network
Georgia
$5.67M +$522K +8,836 +11%
CIP
480
Capital Insight Partners
Arizona
$5.66M +$241K +4,080 +5%
FFO
481
Fortitude Family Office
Arizona
$5.61M +$1.4M +23,608 +36%
EFS
482
Essex Financial Services
Connecticut
$5.58M +$124K +2,092 +2%
GIA
483
Gladstone Institutional Advisory
Florida
$5.57M -$55.8K -944 -1%
SF
484
Synovus Financial
Georgia
$5.55M -$96.2K -1,628 -2%
BWCS
485
Beirne Wealth Consulting Services
Connecticut
$5.51M +$4.45M +75,372 +586%
MW
486
MBL Wealth
North Carolina
$5.5M +$934K +15,800 +22%
RIS
487
Retirement Income Solutions
Michigan
$5.49M -$117K -1,976 -2%
LIG
488
Lokken Investment Group
Delaware
$5.48M +$202K +3,424 +4%
KWM
489
Kingsview Wealth Management
Oregon
$5.43M +$1.49M +25,192 +41%
BWP
490
Bernardo Wealth Planning
Pennsylvania
$5.43M +$1.1M +18,584 +27%
MA
491
Mutual Advisors
Nebraska
$5.42M -$374K -6,328 -7%
FWM
492
Fonville Wealth Management
Virginia
$5.42M +$473K +8,000 +10%
BCWM
493
Bartlett & Co Wealth Management
Ohio
$5.39M -$36.6K -620 -0.7%
BCM
494
Beaumont Capital Management
Massachusetts
$5.3M -$564K -9,536 -10%
JJBC
495
James J. Burns & Company
New York
$5.3M -$2.02M -34,168 -28%
ZCM
496
Ziegler Capital Management
Illinois
$5.29M +$67.6K +1,144 +1%
OFS
497
OneAscent Financial Services
Alabama
$5.24M -$384K -6,504 -7%
Focus Partners Wealth
498
Focus Partners Wealth
Massachusetts
$5.24M -$185K -3,132 -4%
BOC
499
Bull Oak Capital
California
$5.21M +$4.9M +82,932 +20,942%
ACM
500
Advisors Capital Management
New Jersey
$5.16M -$598K -10,124 -11%