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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
551
Financial Insights
Washington
$4.03M -$305K -5,020 -7%
EWM
552
Evercore Wealth Management
New York
$4.02M +$224K +3,688 +6%
FPCP
553
Fort Point Capital Partners
California
$4M +$370K +6,092 +10%
BCP
554
Berkeley Capital Partners
Georgia
$3.97M +$209K +3,440 +6%
ES
555
Eagle Strategies
New York
$3.97M +$427K +7,020 +12%
PTC
556
Philadelphia Trust Company
Pennsylvania
$3.96M -$98.4K -1,620 -2%
RW
557
REDW Wealth
New Mexico
$3.95M -$84.3K -1,388 -2%
MW
558
Marcum Wealth
Ohio
$3.95M -$21.4K -352 -0.5%
G
559
Gainplan
Michigan
$3.94M +$28.4K +468 +0.7%
ATC
560
Argent Trust Co
Tennessee
$3.94M -$292K -4,808 -7%
MAG
561
Mokosak Advisory Group
Iowa
$3.92M +$4.62K +76 +0.1%
WLIM
562
White Lighthouse Investment Management
Massachusetts
$3.87M +$224K +3,680 +6%
DI
563
DAGCO Inc
Ohio
$3.87M +$29.7K +488 +0.8%
FCM
564
Fogel Capital Management
Florida
$3.86M -$31.8K -524 -0.8%
ACM
565
Armbruster Capital Management
New York
$3.86M +$36.5K +600 +1%
TC
566
TownSquare Capital
Utah
$3.85M +$2.62M +43,124 +211%
Legacy Financial Group (Iowa)
567
Legacy Financial Group (Iowa)
Iowa
$3.85M -$68.1K -1,120 -2%
EIG
568
Ellenbecker Investment Group
Wisconsin
$3.84M -$30.1K -496 -0.8%
AI
569
Atria Investments
North Carolina
$3.83M -$351K -5,772 -8%
BBWP
570
Beacon Bridge Wealth Partners
Pennsylvania
$3.82M -$68.5K -1,128 -2%
JWBC
571
John W. Brooker & Co
California
$3.8M -$181K -2,972 -5%
BWM
572
BCGM Wealth Management
Indiana
$3.79M -$132K -2,168 -3%
HWA
573
Hilltop Wealth Advisors
North Carolina
$3.79M -$81.7K -1,344 -2%
Carson Wealth (CWM LLC)
574
Carson Wealth (CWM LLC)
Nebraska
$3.75M +$316K +5,196 +9%
CCA
575
Conservest Capital Advisors
Pennsylvania
$3.74M