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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
501
CPA Asset Management
Florida
$4.81M +$55.9K +920 +1%
DWP
502
Destiny Wealth Partners
Florida
$4.79M -$78.5K -1,292 -2%
SIM
503
Stratos Investment Management
Ohio
$4.79M +$45.9K +756 +1%
SMA
504
Sage Mountain Advisors
Georgia
$4.78M +$4.36M +71,804 +1,003%
RWIA
505
Roger Wittlin Investment Advisory
California
$4.77M -$123K -2,016 -2%
PAS
506
Park Avenue Securities
New York
$4.75M +$369K +6,080 +8%
BWM
507
Benchmark Wealth Management
Connecticut
$4.74M +$176K +2,904 +4%
GSAM
508
Grant Street Asset Management
Pennsylvania
$4.74M +$114K +1,884 +2%
SG
509
StoneX Group
New York
$4.72M +$41.1K +676 +0.9%
CWM
510
Calamos Wealth Management
Illinois
$4.7M
HIM
511
Hanlon Investment Management
New Jersey
$4.68M -$167K -2,752 -3%
Citigroup
512
Citigroup
New York
$4.66M -$2.5M -41,160 -35%
GHAM
513
Gilman Hill Asset Management
Connecticut
$4.64M +$617K +10,160 +15%
VW
514
Veridan Wealth
Oregon
$4.6M +$4M +65,784 New
FLI
515
Family Legacy Inc
South Carolina
$4.59M +$72K +1,184 +2%
BP
516
BBR Partners
New York
$4.59M -$1.95K -32 -0%
FWS
517
FinDec Wealth Services
California
$4.57M -$134K -2,204 -3%
KWMG
518
King Wealth Management Group
Florida
$4.57M
BWM
519
BKM Wealth Management
Wisconsin
$4.51M -$9.24K -152 -0.2%
MA
520
Marquette Associates
Illinois
$4.49M +$75.8K +1,248 +2%
MBI
521
May Barnhard Investments
Maryland
$4.48M +$396K +6,516 +10%
MFIMFI
522
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.48M
C
523
CEDRUS
Colorado
$4.47M +$260K +4,276 +6%
FVWA
524
Foster Victor Wealth Advisors
South Carolina
$4.44M -$179K -2,948 -4%
CA
525
Capital Advantage
California
$4.43M +$1.47M +24,216 +49%