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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
501
Summit Financial Wealth Advisors
Louisiana
$3.73M -$51.9K -828 -1%
AWM
502
Avior Wealth Management
Nebraska
$3.71M +$451K +7,188 +12%
MWM
503
Modera Wealth Management
New Jersey
$3.66M +$940K +15,000 +35%
NFG
504
Next Financial Group
Texas
$3.65M -$54.9K -876 -2%
Prudential Financial
505
Prudential Financial
New Jersey
$3.64M -$868K -13,844 -20%
SWA
506
Stratos Wealth Advisors
Ohio
$3.6M -$1.59M -25,336 -31%
FFC
507
Fure Financial Corporation
Minnesota
$3.59M +$11.3K +180 +0.3%
MFT
508
Moisand Fitzgerald Tamayo
Florida
$3.58M -$14.3K -228 -0.4%
AIA
509
Alera Investment Advisors
Illinois
$3.56M +$9.78K +156 +0.3%
FNT
510
First National Trust
Pennsylvania
$3.55M +$60.4K +964 +2%
FAIM
511
Financial Advocates Investment Management
Washington
$3.54M -$31.6K -504 -0.9%
BRWA
512
B. Riley Wealth Advisors
Florida
$3.52M +$60.9K +972 +2%
RIA
513
Regal Investment Advisors
Michigan
$3.52M +$154K +2,456 +5%
TCWA
514
Ten Capital Wealth Advisors
Washington
$3.5M +$772K +12,308 +29%
WCM
515
Windham Capital Management
Massachusetts
$3.48M
MSFS
516
Main Street Financial Solutions
Pennsylvania
$3.47M +$50.6K +808 +2%
VCM
517
Vivaldi Capital Management
Illinois
$3.46M -$34.1K -544 -1%
TIAM2
518
Tru Independence Asset Management 2
Oregon
$3.44M +$3.39M +54,072 New
LWIC
519
Leith Wheeler Investment Counsel
British Columbia, Canada
$3.44M
YWS
520
Yarger Wealth Strategies
Ohio
$3.43M +$3.38M +53,916 New
FIA
521
Foundations Investment Advisors
Arizona
$3.42M +$1.41M +22,452 +69%
RWP
522
Revolve Wealth Partners
New Jersey
$3.42M +$3.36M +53,616 New
EA
523
Elm Advisors
California
$3.39M +$95.3K +1,520 +3%
MWM
524
MY Wealth Management
Maryland
$3.38M +$3.32M +53,036 New
AFM
525
Abbot Financial Management
Massachusetts
$3.37M -$32.6K -520 -1%