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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWS
526
FinDec Wealth Services
California
$5.05M +$65.8K +1,048 +1%
HIM
527
Hanlon Investment Management
New Jersey
$5.04M -$64.3K -1,024 -1%
AFG
528
Atomi Financial Group
New York
$5.04M +$2.41M +38,432 +101%
LC
529
Lindbrook Capital
California
$5.03M -$276K -4,400 -5%
BP
530
BBR Partners
New York
$5M -$1K -16 -0%
FLI
531
Family Legacy Inc
South Carolina
$4.92M -$73.6K -1,172 -2%
MA
532
Marquette Associates
Illinois
$4.9M +$753 +12 +0%
GG
533
Gleason Group
Kentucky
$4.86M +$272K +4,328 +6%
GJIA
534
Glass Jacobson Investment Advisors
Maryland
$4.85M -$464K -7,388 -9%
ABWM
535
Alpine Bank Wealth Management
Colorado
$4.84M +$4.61M +73,436 New
BWM
536
BKM Wealth Management
Wisconsin
$4.84M -$71.1K -1,132 -2%
SAM
537
S.A. Mason
Michigan
$4.84M +$25.9K +412 +0.6%
SIA
538
Spectrum Investment Advisors
Wisconsin
$4.8M +$93.7K +1,492 +2%
FPIS
539
Financial Planning & Information Services
Wisconsin
$4.8M +$217K +3,460 +5%
PFGIA
540
Patriot Financial Group Insurance Agency
Massachusetts
$4.75M +$85.1K +1,356 +2%
SMA
541
Sage Mountain Advisors
Georgia
$4.74M -$450K -7,160 -9%
SC
542
SouthState Corp
Florida
$4.72M -$3.77K -60 -0.1%
MF
543
Meridian Financial
Massachusetts
$4.72M -$251 -4 -0%
SMC
544
Smith, Moore & Co
Missouri
$4.7M -$56K -892 -1%
Jane Street
545
Jane Street
New York
$4.68M +$4.45M +70,940 New
IWM
546
IHT Wealth Management
Illinois
$4.67M +$1.14M +18,124 +34%
KFGK
547
Keystone Financial Group (Kentucky)
Kentucky
$4.65M +$4.42M +70,456 New
LEA
548
Legacy Edge Advisors
New York
$4.65M +$189K +3,012 +4%
SCP
549
Shorepoint Capital Partners
Massachusetts
$4.64M -$25.6K -408 -0.6%
OGF
550
Orin Green Financial
California
$4.61M +$3.52K +56 +0.1%