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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
551
Bartlett & Co Wealth Management
Ohio
$5.55M -$32.8K -500 -0.6%
SC
552
Scotia Capital
Ontario, Canada
$5.49M +$1.35M +20,560 +36%
RPGK
553
Retirement Planning Group (Kansas)
Kansas
$5.47M -$243K -3,704 -5%
CBA
554
Coastal Bridge Advisors
Connecticut
$5.47M +$248K +3,776 +5%
SG
555
StoneX Group
New York
$5.45M -$237K -3,608 -4%
BCM
556
Beaumont Capital Management
Massachusetts
$5.41M +$70.6K +1,076 +1%
MA
557
Marquette Associates
Illinois
$5.4M
RF
558
Robinswood Financial
Washington
$5.39M -$227K -3,452 -4%
FIS
559
Fischer Investment Strategies
California
$5.37M -$469K -7,140 -9%
FPAS
560
Focus Partners Advisor Solutions
Missouri
$5.36M +$1.5M +22,828 +42%
AIA
561
Accelerate Investment Advisors
California
$5.35M +$212K +3,232 +4%
HP
562
Holistic Planning
Texas
$5.33M +$480K +7,312 +11%
BWM
563
BKM Wealth Management
Wisconsin
$5.31M +$437K +6,664 +10%
KWMG
564
King Wealth Management Group
Florida
$5.3M -$7.61K -116 -0.2%
PFG
565
PAX Financial Group
Texas
$5.3M -$246K -3,744 -5%
HIP
566
HUB Investment Partners
Texas
$5.29M +$504K +7,676 +11%
RWIA
567
Roger Wittlin Investment Advisory
California
$5.26M -$175K -2,664 -3%
FGWP
568
Founders Grove Wealth Partners
Virginia
$5.24M +$374K +5,696 +8%
GWM
569
Geneos Wealth Management
Colorado
$5.22M +$177K +2,692 +4%
BPC
570
Bearing Point Capital
Minnesota
$5.18M +$335K +5,104 +7%
GG
571
Gleason Group
Kentucky
$5.16M -$24.4K -372 -0.5%
LEA
572
Legacy Edge Advisors
New York
$5.15M -$103K -1,564 -2%
FFC
573
First Financial Corp
Indiana
$5.13M +$139K +2,116 +3%
WLIM
574
White Lighthouse Investment Management
Massachusetts
$5.12M +$210K +3,192 +5%
OGF
575
Orin Green Financial
California
$5.1M -$41.7K -636 -0.9%