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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
501
Lutz Financial Services
Nebraska
$502K -$27.1K -664 -5%
RWP
502
RWA Wealth Partners
Massachusetts
$502K +$3.75K +92 +0.8%
AMCA
503
Arthur M. Cohen & Associates
Illinois
$501K -$4.9K -120 -1%
BPCE
504
Bank Pictet & Cie (Europe)
Germany
$493K
WTB
505
Washington Trust Bank
Washington
$484K +$60.2K +1,476 +14%
CAMG
506
CWA Asset Management Group
Florida
$479K -$35.3K -864 -7%
TFF
507
The Family Firm
Maryland
$478K
LFA
508
Landmark Financial Advisors
Kentucky
$476K
BFA
509
Beaumont Financial Advisors
Massachusetts
$474K
PWM
510
Patriot Wealth Management
Texas
$474K
SFSIG
511
San Francisco Sentry Investment Group
California
$472K
Fisher Asset Management
512
Fisher Asset Management
Washington
$472K +$469K +11,488 New
BAM
513
Belpointe Asset Management
Nevada
$469K +$177K +4,328 +61%
BB
514
Busey Bank
Illinois
$468K
UB
515
UMB Bank
Missouri
$467K -$153K -3,760 -25%
TPWA
516
TRUE Private Wealth Advisors
Oregon
$464K +$166K +4,076 +57%
FC
517
Financial Consulate
Maryland
$464K -$163 -4 -0%
AIS
518
American Investment Services
Massachusetts
$454K +$8.16K +200 +2%
IWC
519
Integrated Wealth Concepts
Massachusetts
$453K -$2.7M -66,204 -86%
ANTB
520
AMG National Trust Bank
Colorado
$453K -$1.79K -44 -0.4%
TC
521
Trust Company
Kansas
$453K
AF
522
Affiance Financial
Minnesota
$452K
PV
523
Private Vista
Illinois
$447K
BA
524
BKS Advisors
Michigan
$442K -$13.1K -320 -3%
KWMG
525
King Wealth Management Group
Florida
$437K -$53.5K -1,312 -11%