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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
526
Pinnacle Wealth Management Advisory Group
New Jersey
$3.36M +$1.05M +16,700 +46%
CI
527
Conning Inc
Connecticut
$3.34M -$683K -10,888 -17%
TW
528
Towerpoint Wealth
California
$3.31M +$1.77M +28,256 +120%
MA
529
Modus Advisors
Minnesota
$3.29M -$109K -1,744 -3%
SW
530
StrongBox Wealth
Missouri
$3.28M +$92.8K +1,480 +3%
SPA
531
Sentinel Pension Advisors
Massachusetts
$3.28M +$15K +240 +0.5%
GC
532
Gilbert & Cook
Iowa
$3.27M +$70K +1,116 +2%
AMM
533
American Money Management
California
$3.27M +$170K +2,704 +6%
KC
534
Kingfisher Capital
North Carolina
$3.26M +$259K +4,136 +9%
WBCM
535
Wilson & Boucher Capital Management
California
$3.23M +$3.18M +50,728 New
GCA
536
Gradient Capital Advisors
California
$3.23M +$12.8K +204 +0.4%
CBFP
537
Cedar Brook Financial Partners
Ohio
$3.21M +$83K +1,324 +3%
GCP
538
Gill Capital Partners
Colorado
$3.21M +$355K +5,656 +13%
ZIG
539
Zuckerman Investment Group
Illinois
$3.2M +$97.5K +1,556 +3%
JFA
540
Johanson Financial Advisors
California
$3.14M +$460K +7,336 +18%
WA
541
Wealth Alliance
New York
$3.13M -$28.1K -448 -0.9%
G
542
Gainplan
Michigan
$3.13M +$202K +3,220 +7%
FAP
543
Financial Advisory Partners
Florida
$3.13M +$3.08M +49,080 New
MSAM
544
Moloney Securities Asset Management
Missouri
$3.09M +$939K +14,972 +45%
CWM
545
Capital Wealth Management
Rhode Island
$3.08M +$186K +2,968 +7%
MAG
546
Mokosak Advisory Group
Iowa
$3.08M -$32.1K -512 -1%
AWA
547
Arete Wealth Advisors
Illinois
$3.07M +$182K +2,908 +6%
BOM
548
Bank of Marin
California
$3.06M
Janus Henderson Group
549
Janus Henderson Group
$3.04M +$1.15M +18,384 +63%
FFW
550
Fusion Family Wealth
New York
$3.04M +$16.5K +264 +0.6%