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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
526
Revolve Wealth Partners
New Jersey
$3.23M +$37.1K +632 +1%
KWA
527
Kellett Wealth Advisors
Ohio
$3.23M -$2.76M -46,972 -46%
MSFS
528
Main Street Financial Solutions
Pennsylvania
$3.22M -$15K -256 -0.5%
SC
529
Scotia Capital
Ontario, Canada
$3.22M +$808K +13,772 +34%
G
530
Gainplan
Michigan
$3.22M +$292K +4,976 +10%
GCP
531
Gill Capital Partners
Colorado
$3.18M +$185K +3,148 +6%
SAM
532
Sawgrass Asset Management
Florida
$3.16M +$3.12M +53,200 New
AFM
533
Abbot Financial Management
Massachusetts
$3.12M -$23.5K -400 -0.8%
WBCM
534
Wilson & Boucher Capital Management
California
$3.12M +$103K +1,764 +3%
CI
535
Conning Inc
Connecticut
$3.12M
TW
536
Towerpoint Wealth
California
$3.11M +$19.5K +332 +0.6%
MA
537
Modus Advisors
Minnesota
$3.1M +$25.3K +432 +0.8%
CBFP
538
Cedar Brook Financial Partners
Ohio
$3.09M +$88.7K +1,512 +3%
SS
539
Simplicity Solutions
Minnesota
$3.06M -$1.75M -29,780 -37%
GC
540
Gilbert & Cook
Iowa
$3.06M +$2.35K +40 +0.1%
AMM
541
American Money Management
California
$3.05M +$3.75K +64 +0.1%
KC
542
Kingfisher Capital
North Carolina
$3.04M -$6.81K -116 -0.2%
DSC
543
Duncker Streett & Co
Missouri
$3.04M -$512K -8,724 -15%
PWP
544
Principle Wealth Partners
Connecticut
$3.03M +$715K +12,184 +31%
YWS
545
Yarger Wealth Strategies
Ohio
$3.03M -$175K -2,984 -6%
AWA
546
Arete Wealth Advisors
Illinois
$3M +$120K +2,048 +4%
TFA
547
TPG Financial Advisors
Oregon
$2.99M +$756K +12,880 +34%
SPA
548
Sentinel Pension Advisors
Massachusetts
$2.94M -$120K -2,052 -4%
CHC
549
City Holding Co
West Virginia
$2.93M +$52.1K +888 +2%
FPCG
550
Forum Private Client Group
Indiana
$2.93M +$2.89M +49,252 New