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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
526
Beirne Wealth Consulting Services
Connecticut
$2.72M +$2.36M +45,188 +357%
FAP
527
Financial Advisory Partners
Florida
$2.72M +$1.25K +24 +0%
BCM
528
Brookstone Capital Management
Illinois
$2.71M +$1.22M +23,364 +68%
CWMGP
529
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.71M +$36.4K +696 +1%
AMBIA
530
Allen Mooney & Barnes Investment Advisors
Georgia
$2.7M +$3.97K +76 +0.1%
EW
531
Enzi Wealth
Texas
$2.68M +$2.63M +50,364 New
CCA
532
Conservest Capital Advisors
Pennsylvania
$2.67M -$2.61M -49,992 Closed
FAIM
533
Financial Advocates Investment Management
Washington
$2.65M +$13.2K +252 +0.4%
IP
534
Investment Partners
Ohio
$2.64M -$153K -2,932 -5%
MWM
535
MorganRosel Wealth Management
Colorado
$2.64M -$874K -16,732 -23%
FNT
536
First National Trust
Pennsylvania
$2.63M -$39.7K -760 -1%
WCM
537
Windham Capital Management
Massachusetts
$2.63M +$73.4K +1,404 +3%
STA
538
Summit Trail Advisors
New York
$2.61M +$2.9M +55,528 New
MA
539
Modus Advisors
Minnesota
$2.6M +$170K +3,248 +6%
IWM
540
IHT Wealth Management
Illinois
$2.6M +$754K +14,436 +35%
MFT
541
Moisand Fitzgerald Tamayo
Florida
$2.6M -$34.9K -668 -1%
RIA
542
Regal Investment Advisors
Michigan
$2.58M +$96.2K +1,840 +3%
FUBT
543
First United Bank & Trust
Maryland
$2.57M -$122K -2,340 -4%
KWA
544
Kellett Wealth Advisors
Ohio
$2.56M -$2.51K -48 -0.1%
SWA
545
Sightline Wealth Advisors
Connecticut
$2.55M -$53.5K -1,024 -2%
SFA
546
Sequoia Financial Advisors
Ohio
$2.51M -$339K -6,492 -11%
SPA
547
Sentinel Pension Advisors
Massachusetts
$2.5M +$260K +4,980 +10%
SWM
548
Southern Wealth Management
Texas
$2.49M +$928K +17,756 +57%
CHC
549
City Holding Co
West Virginia
$2.48M -$42.9K -820 -2%
WBCM
550
Wilson & Boucher Capital Management
California
$2.47M +$6.48K +124 +0.2%