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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
A
501
Alongside
Texas
$7.53M +$7.55M +103,776 New
Prime Capital Investment Advisors
502
Prime Capital Investment Advisors
Kansas
$7.48M -$149K -2,048 -2%
RMS
503
Retirement Management Systems
Maryland
$7.48M +$7.5M +103,084 New
HWA
504
HighRoad Wealth Advisors
Oregon
$7.48M +$7.5M +103,080 New
NL
505
NWAM LLC
Washington
$7.47M -$28.5K -392 -0.4%
BAWM
506
Bennett Associates Wealth Management
Pennsylvania
$7.45M +$56.7K +780 +0.8%
TA
507
TruWealth Advisors
Louisiana
$7.43M -$298K -4,100 -4%
KCAM
508
Kagan Cocozza Asset Management
New Jersey
$7.38M +$463K +6,360 +7%
Sapient Capital
509
Sapient Capital
Indiana
$7.37M +$5.47M +75,180 +295%
HP
510
Holistic Planning
Texas
$7.36M +$1.25M +17,144 +20%
OFS
511
OneAscent Financial Services
Alabama
$7.34M -$5.53M -76,052 -43%
AIA
512
Arcadia Investment Advisors
Idaho
$7.3M +$1.66M +22,880 +29%
PCM
513
Parsons Capital Management
Rhode Island
$7.29M +$131K +1,796 +2%
SFWA
514
Summit Financial Wealth Advisors
Louisiana
$7.28M +$3.49M +47,944 +91%
NWM
515
Northcape Wealth Management
New York
$7.28M -$82.3K -1,132 -1%
CFO
516
Custos Family Office
Texas
$7.27M -$1.14M -15,672 -14%
RWA Wealth Partners
517
RWA Wealth Partners
Massachusetts
$7.15M +$1.01M +13,848 +16%
SC
518
Steph & Co
Wisconsin
$7.14M -$313K -4,304 -4%
JBA
519
Johnson Bixby & Associates
Washington
$7.09M -$1.02M -13,992 -13%
MA
520
Mutual Advisors
Nebraska
$7.09M -$216K -2,964 -3%
Kingswood Wealth Advisors
521
Kingswood Wealth Advisors
California
$7.09M +$1.62M +22,212 +29%
SFG
522
Strive Financial Group
Indiana
$7.06M +$7.08M +97,324 New
WCFA
523
Walkner Condon Financial Advisors
Wisconsin
$7.03M -$60.5K -832 -0.9%
IAN
524
Integrated Advisors Network
Texas
$7.02M -$349K -4,792 -5%
FUBT
525
First United Bank & Trust
Maryland
$6.99M +$1.39M +19,160 +25%