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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QIM
526
Quest Investment Management
Oregon
$7.13M +$222K +2,988 +3%
CFO
527
Custos Family Office
Texas
$7.12M -$78.5K -1,056 -1%
GBT
528
Grove Bank & Trust
Florida
$7.04M -$1.67M -22,528 -19%
PGWA
529
Plus Group Wealth Advisors
Wisconsin
$6.88M +$251K +3,380 +4%
SIA
530
Strategic Investment Advisors
Michigan
$6.87M -$951K -12,800 -12%
WCFA
531
Walkner Condon Financial Advisors
Wisconsin
$6.86M -$90.9K -1,224 -1%
CANC
532
Culbertson A N & Co
Virginia
$6.82M +$98.7K +1,328 +1%
CFP
533
Cascade Financial Partners
California
$6.81M +$119K +1,596 +2%
BAH
534
Beacon Advisors Holdings
Texas
$6.77M +$32.4K +436 +0.5%
GSWM
535
Greenup Street Wealth Management
Michigan
$6.72M +$483K +6,504 +7%
BFAG
536
Blackston Financial Advisory Group
Florida
$6.7M +$12.2K +164 +0.2%
EAN
537
Excelsior Advisor Network
Colorado
$6.69M +$849K +11,432 +14%
MWA
538
Marathon Wealth Advisors
Massachusetts
$6.69M +$90K +1,212 +1%
CCM
539
Cannon Capital Management
Utah
$6.66M +$1.22M +16,420 +22%
Dynamic Advisor Solutions
540
Dynamic Advisor Solutions
Arizona
$6.65M +$459K +6,172 +7%
HCP
541
Hexagon Capital Partners
Arkansas
$6.53M +$3.38M +45,504 +100%
NF
542
Nikulski Financial
Iowa
$6.53M -$277K -3,724 -4%
MW
543
MBL Wealth
North Carolina
$6.5M +$53.8K +724 +0.8%
BP
544
BBR Partners
New York
$6.5M -$121K -1,628 -2%
CBA
545
Coastal Bridge Advisors
Connecticut
$6.49M +$461K +6,200 +7%
CWS
546
Cypress Wealth Services
California
$6.49M -$144K -1,944 -2%
WFPG
547
Waller Financial Planning Group
Ohio
$6.49M -$1.54M -20,660 -19%
CA
548
Continuum Advisory
Idaho
$6.47M +$125K +1,676 +2%
PRP
549
Peak Retirement Planning
Ohio
$6.47M +$5.08M +68,404 +316%
FTS
550
Fifth Third Securities
Ohio
$6.46M +$61.2K +824 +0.9%