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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
576
SOA Wealth Advisors
New York
$2.89M -$162K -3,088 -6%
CHC
577
City Holding Co
West Virginia
$2.88M +$103K +1,972 +4%
IWM
578
IHT Wealth Management
Illinois
$2.87M +$109K +2,072 +4%
VIA
579
Vickerman Investment Advisors
Washington
$2.87M +$613K +11,700 +29%
TDWM
580
Topel & Distasi Wealth Management
California
$2.86M -$1.05K -20 -0%
WS
581
Wedbush Securities
California
$2.84M +$94.2K +1,796 +4%
GWM
582
Greenwich Wealth Management
Connecticut
$2.83M +$92.3K +1,760 +4%
KWA
583
Kellett Wealth Advisors
Ohio
$2.82M +$184K +3,512 +7%
PA
584
Paragon Advisors
Texas
$2.81M +$2.68M +51,092 New
CA
585
Cornerstone Advisory
Maryland
$2.8M +$60.8K +1,160 +2%
SMWM
586
Silvia McColl Wealth Management
California
$2.8M +$1.26K +24 +0%
SAM
587
Sawgrass Asset Management
Florida
$2.79M -$44K -840 -2%
BHWM
588
Bar Harbor Wealth Management
New Hampshire
$2.79M +$116K +2,216 +5%
BSSFA
589
Baron Silver Stevens Financial Advisors
Florida
$2.78M +$466K +8,896 +21%
FFN
590
Focus Financial Network
Minnesota
$2.76M +$289K +5,516 +12%
AMBIA
591
Allen Mooney & Barnes Investment Advisors
Georgia
$2.75M +$18.2K +348 +0.7%
GAM
592
GEM Asset Management
Michigan
$2.73M +$32.3K +616 +1%
CF
593
Centaurus Financial
California
$2.72M -$276K -5,264 -10%
CWM
594
Cornerstone Wealth Management
Missouri
$2.71M +$693K +13,212 +37%
WLIM
595
White Lighthouse Investment Management
Massachusetts
$2.69M +$5.03K +96 +0.2%
RA
596
Rockingstone Advisors
Massachusetts
$2.69M +$105K +2,012 +4%
GIM
597
Goelzer Investment Management
Indiana
$2.68M -$78.8K -1,504 -3%
AFS
598
AFG Fiduciary Services
Massachusetts
$2.67M -$2.37M -45,224 -49%
GWANC
599
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.66M +$964K +18,392 +61%
CBFP
600
Cedar Brook Financial Partners
Ohio
$2.65M -$9.44K -180 -0.4%