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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFW
476
Horizon Family Wealth
Illinois
$8.23M -$358K -4,816 -4%
EF
477
Envision Financial
Wisconsin
$8.23M +$79.9K +1,076 +0.9%
MMA
478
Miracle Mile Advisors
California
$8.23M +$1.38M +18,544 +19%
BWFA
479
Baltimore-Washington Financial Advisors
Maryland
$8.23M -$266K -3,576 -3%
PCS
480
Private Client Services
Kentucky
$8.22M +$307K +4,132 +4%
EFS
481
Essex Financial Services
Connecticut
$8.17M -$49.3K -664 -0.6%
CIAS
482
Capital Investment Advisory Services
North Carolina
$8.15M -$1.44M -19,356 -15%
FWM
483
Fonville Wealth Management
Virginia
$8.15M -$20.8K -280 -0.2%
NFS
484
NewCorp Financial Services
Georgia
$8.09M +$409K +5,504 +5%
Citigroup
485
Citigroup
New York
$8.08M -$365M -4,907,612 -98%
LFAS
486
Level Four Advisory Services
Texas
$7.99M +$1.13M +15,240 +16%
EI
487
Ellevest Inc
New York
$7.99M +$191K +2,564 +2%
EPW
488
Endeavor Private Wealth
Kansas
$7.96M -$1.41M -19,020 -15%
TFA
489
Trinity Financial Advisors
Ohio
$7.96M -$532K -7,164 -6%
CP
490
Creekside Partners
California
$7.95M +$220K +2,960 +3%
BAWM
491
Bennett Associates Wealth Management
Pennsylvania
$7.93M +$570K +7,676 +7%
FPB
492
First PREMIER Bank
South Dakota
$7.83M +$118K +1,584 +1%
HP
493
Holistic Planning
Texas
$7.7M +$431K +5,800 +6%
VFA
494
Valeo Financial Advisors
Indiana
$7.69M +$384K +5,172 +4%
CWMK
495
Caliber Wealth Management (Kansas)
Kansas
$7.67M -$1.35M -18,104 -14%
SWM
496
Steelhead Wealth Management
Virginia
$7.66M +$7.93M +106,700 New
EGWAG
497
Elwood & Goetz Wealth Advisory Group
Georgia
$7.62M -$155K -2,080 -2%
SPWM
498
Smith Partners Wealth Management
North Carolina
$7.6M -$12.5K -168 -0.2%
FIC
499
Family Investment Center
Missouri
$7.54M -$328K -4,416 -4%
WT
500
Washington Trust
Rhode Island
$7.45M -$39.5K -532 -0.5%