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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
576
Homrich & Berg
Georgia
$1.91M +$87.9K +1,516 +5%
EA
577
Eclectic Associates
California
$1.91M +$134K +2,312 +8%
MMPW
578
Mitchell McLeod Pugh & Williams
Alabama
$1.89M +$154K +2,660 +9%
KFGK
579
Keystone Financial Group (Kentucky)
Kentucky
$1.89M +$265K +4,564 +17%
AC
580
Apella Capital
Connecticut
$1.88M +$171K +2,944 +10%
TFA
581
TPG Financial Advisors
Oregon
$1.88M -$350K -6,040 -16%
MW
582
Marcum Wealth
Ohio
$1.86M -$106K -1,824 -5%
SAM
583
Secure Asset Management
Michigan
$1.86M -$79.5K -1,372 -4%
CAC
584
Certified Advisory Corp
Florida
$1.85M +$927 +16 +0.1%
SWA
585
Sax Wealth Advisors
New Jersey
$1.85M -$1.91M -32,896 -51%
SQA
586
Simon Quick Advisors
New Jersey
$1.83M +$241K +4,152 +16%
BAM
587
Belpointe Asset Management
Nevada
$1.82M +$48.7K +840 +3%
SS
588
Simplicity Solutions
Minnesota
$1.82M +$307K +5,300 +21%
CHA
589
Carmichael Hill & Associates
Maryland
$1.81M +$3.25K +56 +0.2%
FLPIM
590
F.L. Putnam Investment Management
Massachusetts
$1.78M +$56.8K +980 +3%
MCM
591
MAI Capital Management
Ohio
$1.78M +$429K +7,396 +33%
OPS
592
Orion Portfolio Solutions
Nebraska
$1.73M +$461K +7,948 +38%
LS
593
Leelyn Smith
Illinois
$1.72M
SKK
594
Shepherd Kaplan Krochuk
Massachusetts
$1.7M +$4.64K +80 +0.3%
CDIA
595
Capital Directions Investment Advisors
Georgia
$1.7M +$1.66M +28,700 New
HNW
596
High Note Wealth
Minnesota
$1.69M
PPP
597
Private Portfolio Partners
New Jersey
$1.69M +$23.6K +408 +1%
PBF
598
Petix & Botte Financial
California
$1.63M -$61.4K -1,060 -4%
SWM
599
SigFig Wealth Management
California
$1.61M +$145K +2,496 +10%
TC
600
TAP Consulting
Missouri
$1.61M -$539K -9,304 -26%