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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMBIA
576
Allen Mooney & Barnes Investment Advisors
Georgia
$2.62M -$415K -7,804 -14%
GWM
577
Greenwich Wealth Management
Connecticut
$2.62M +$7.45K +140 +0.3%
SIA
578
Strategic Investment Advisors
Michigan
$2.61M +$452K +8,496 +21%
GAM
579
GEM Asset Management
Michigan
$2.58M +$4.26K +80 +0.2%
HA
580
Hofer & Associates
California
$2.58M -$13.8K -260 -0.5%
MMA
581
Miracle Mile Advisors
California
$2.58M -$6.38K -120 -0.2%
WLIM
582
White Lighthouse Investment Management
Massachusetts
$2.57M -$10K -188 -0.4%
OCM
583
Objective Capital Management
Ohio
$2.57M +$25.5K +480 +1%
SWM
584
Southern Wealth Management
Texas
$2.57M +$480K +9,020 +23%
TFA
585
TPG Financial Advisors
Oregon
$2.57M +$309K +5,816 +14%
G
586
Gainplan
Michigan
$2.56M +$165K +3,100 +7%
BHWM
587
Bar Harbor Wealth Management
New Hampshire
$2.55M +$502K +9,444 +24%
CBFP
588
Cedar Brook Financial Partners
Ohio
$2.55M +$7.45K +140 +0.3%
IP
589
Investment Partners
Ohio
$2.55M -$124K -2,332 -5%
MSFS
590
Main Street Financial Solutions
Pennsylvania
$2.54M -$426 -8 -0%
CCB
591
Country Club Bank
Missouri
$2.53M +$403K +7,584 +18%
BOM
592
Bank of Marin
California
$2.53M
WA
593
Wealth Alliance
New York
$2.52M -$7.66K -144 -0.3%
KWA
594
Kellett Wealth Advisors
Ohio
$2.51M -$94.3K -1,772 -4%
FFC
595
First Financial Corp
Indiana
$2.51M +$36.6K +688 +1%
BIM
596
Bridges Investment Management
Nebraska
$2.5M +$235K +4,416 +10%
AMM
597
American Money Management
California
$2.5M -$143K -2,680 -5%
FFA
598
First Foundation Advisors
California
$2.49M -$801K -15,052 -24%
RA
599
Rockingstone Advisors
Massachusetts
$2.47M -$112K -2,108 -4%
DI
600
DAGCO Inc
Ohio
$2.44M +$1.62M +30,460 +192%