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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
501
Kestra Private Wealth Services
Texas
$3.59M +$45.5K +776 +1%
GWM
502
Greenwich Wealth Management
Connecticut
$3.54M -$1.64K -28 -0%
BAM
503
Barrett Asset Management
New York
$3.53M +$11.7K +200 +0.3%
CWMGP
504
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.52M -$828K -14,116 -19%
MG
505
Mather Group
Illinois
$3.52M -$1.08M -18,392 -24%
KIA
506
KCM Investment Advisors
California
$3.52M +$24.6K +420 +0.7%
SWA
507
SOA Wealth Advisors
New York
$3.49M +$2.35K +40 +0.1%
BSSFA
508
Baron Silver Stevens Financial Advisors
Florida
$3.47M +$838K +14,284 +32%
MWM
509
Modera Wealth Management
New Jersey
$3.46M +$42K +716 +1%
CFA
510
Cahill Financial Advisors
Minnesota
$3.46M -$224K -3,812 -6%
GGS
511
Galvin Gaustad & Stein
Arizona
$3.45M -$111K -1,888 -3%
AMBIA
512
Allen Mooney & Barnes Investment Advisors
Georgia
$3.44M +$3.39M +57,860 New
SWA
513
Sightline Wealth Advisors
Connecticut
$3.44M -$70.6K -1,204 -2%
CP
514
Camelot Portfolios
Ohio
$3.43M -$345K -5,876 -9%
Millennium Management
515
Millennium Management
New York
$3.42M +$2.36M +40,308 +234%
SFWA
516
Summit Financial Wealth Advisors
Louisiana
$3.41M -$95K -1,620 -3%
FAP
517
Financial Advisory Partners
Florida
$3.36M +$439K +7,480 +15%
FNT
518
First National Trust
Pennsylvania
$3.35M +$38.5K +656 +1%
PWMAG
519
Pinnacle Wealth Management Advisory Group
New Jersey
$3.35M +$207K +3,532 +7%
ZIG
520
Zuckerman Investment Group
Illinois
$3.32M +$332K +5,656 +11%
AIA
521
Alera Investment Advisors
Illinois
$3.32M +$235 +4 +0%
RIA
522
Regal Investment Advisors
Michigan
$3.27M -$19.9K -340 -0.6%
CWM
523
Capital Wealth Management
Rhode Island
$3.25M +$370K +6,308 +13%
CF
524
Centaurus Financial
California
$3.25M -$940K -16,028 -23%
WCM
525
Windham Capital Management
Massachusetts
$3.25M