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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
551
EP Wealth Advisors
California
$2.9M +$4.26M +80,144 +135%
BWM
552
Benchmark Wealth Management
Connecticut
$2.89M +$1.45M +27,348 +99%
CF
553
Centaurus Financial
California
$2.89M -$213 -4 -0%
JFGLC
554
Johnson Financial Group LLC (Colorado)
Colorado
$2.88M -$454K -8,540 -14%
SFWA
555
Summit Financial Wealth Advisors
Louisiana
$2.86M -$4.68K -88 -0.2%
TFGT
556
TS Financial Group (TSFG)
Illinois
$2.83M +$10.2K +192 +0.4%
KL
557
KWMG LLC
Kansas
$2.77M -$147K -2,768 -5%
JAG
558
Journey Advisory Group
Kentucky
$2.75M +$2.77M +52,128 New
DFCM
559
Dark Forest Capital Management
Puerto Rico
$2.74M +$2.77M +52,028 New
TDWM
560
Topel & Distasi Wealth Management
California
$2.74M +$55.3K +1,040 +2%
VCP
561
Verus Capital Partners
Arizona
$2.73M +$340K +6,384 +14%
SAM
562
Sawgrass Asset Management
Florida
$2.72M
Lazard Asset Management
563
Lazard Asset Management
New York
$2.71M
IFPL
564
Investments & Financial Planning LLC
Kentucky
$2.71M +$1.1M +20,712 +68%
SWA
565
Sightline Wealth Advisors
Connecticut
$2.7M -$106K -2,000 -4%
SMWM
566
Silvia McColl Wealth Management
California
$2.68M +$56.2K +1,056 +2%
WPW
567
Watershed Private Wealth
Illinois
$2.66M +$534K +10,032 +25%
FUBT
568
First United Bank & Trust
Maryland
$2.66M +$18.7K +352 +0.7%
CHC
569
City Holding Co
West Virginia
$2.65M -$139K -2,620 -5%
BAM
570
Belpointe Asset Management
Nevada
$2.65M +$193K +3,628 +8%
GIM
571
Goelzer Investment Management
Indiana
$2.64M -$69.2K -1,300 -3%
IWM
572
IHT Wealth Management
Illinois
$2.64M -$81.9K -1,540 -3%
CA
573
Cornerstone Advisory
Maryland
$2.63M +$140K +2,628 +6%
WS
574
Wedbush Securities
California
$2.63M +$136K +2,552 +5%
AWA
575
Arete Wealth Advisors
Illinois
$2.62M +$121K +2,276 +5%