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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$6.12M +$174K +2,652 +3%
LWM
527
Latko Wealth Management
Illinois
$6.11M +$206K +3,140 +4%
MM
528
Meridian Management
Arkansas
$6.11M -$4.82M -73,488 -46%
AAM
529
Ameraudi Asset Management
New York
$6.11M +$11.3K +172 +0.2%
CA
530
Clune & Associates
Illinois
$6.06M +$328K +5,004 +6%
MAM
531
Mystic Asset Management
Rhode Island
$6.04M +$39.9K +608 +0.7%
WFAG
532
Wescott Financial Advisory Group
Pennsylvania
$6.03M -$17.6K -268 -0.3%
RWM
533
Rialto Wealth Management
New York
$6.02M -$20.2K -308 -0.4%
AI
534
Atria Investments
North Carolina
$6.02M +$2.05M +31,176 +57%
BWM
535
Benchmark Wealth Management
Connecticut
$5.89M +$107K +1,624 +2%
FFA
536
Farther Finance Advisors
California
$5.83M +$2.46M +37,428 +81%
ATC
537
Argent Trust Co
Tennessee
$5.82M +$428K +6,520 +9%
DAS
538
Dynamic Advisor Solutions
Arizona
$5.8M +$149K +2,264 +3%
Renaissance Technologies
539
Renaissance Technologies
New York
$5.76M +$3.78M +57,600 +232%
ML
540
McAdam LLC
Pennsylvania
$5.76M +$176K +2,688 +3%
FTS
541
Fifth Third Securities
Ohio
$5.74M +$1.52M +23,100 +39%
FMC
542
First Merchants Corp
Indiana
$5.69M -$1.14M -17,396 -18%
MMA
543
Miracle Mile Advisors
California
$5.65M +$1.23M +18,712 +30%
SCM
544
SCS Capital Management
Massachusetts
$5.62M -$11.3K -172 -0.2%
SIA
545
Spectrum Investment Advisors
Wisconsin
$5.61M +$175K +2,664 +3%
KCM
546
Kendall Capital Management
Maryland
$5.61M
CWM
547
Calamos Wealth Management
Illinois
$5.6M -$52.5K -800 -1%
ST
548
Spinnaker Trust
Maine
$5.59M -$4.46K -68 -0.1%
RWP
549
RWA Wealth Partners
Massachusetts
$5.55M -$62.5K -952 -1%
SAM
550
S.A. Mason
Michigan
$5.55M +$15K +228 +0.3%