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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
576
First National Bank of Omaha
Nebraska
$2.76M -$1.03M -18,724 -26%
SFWA
577
Summit Financial Wealth Advisors
Louisiana
$2.72M -$66.9K -1,220 -2%
SWA
578
SOA Wealth Advisors
New York
$2.71M -$20.2K -368 -0.7%
TW
579
TrinityPoint Wealth
Connecticut
$2.7M +$483K +8,816 +20%
SAM
580
Secure Asset Management
Michigan
$2.69M -$446K -8,124 -14%
VIA
581
Vickerman Investment Advisors
Washington
$2.69M -$26.8K -488 -0.9%
CBFP
582
Cedar Brook Financial Partners
Ohio
$2.68M +$181K +3,304 +7%
BHWM
583
Bar Harbor Wealth Management
New Hampshire
$2.68M +$48.3K +880 +2%
TDWM
584
Topel & Distasi Wealth Management
California
$2.68M -$30.7K -560 -1%
GWM
585
Greenwich Wealth Management
Connecticut
$2.67M -$2.85K -52 -0.1%
TC
586
TownSquare Capital
Utah
$2.66M +$1.85M +33,796 +194%
Carson Wealth (CWM LLC)
587
Carson Wealth (CWM LLC)
Nebraska
$2.66M +$948K +17,280 +51%
MFA
588
Mayflower Financial Advisors
Massachusetts
$2.66M -$822K -14,996 -23%
RWA
589
Rooted Wealth Advisors
Illinois
$2.66M +$2.29M +41,816 +531%
SMWM
590
Silvia McColl Wealth Management
California
$2.65M +$5.48K +100 +0.2%
RIM
591
RW Investment Management
Idaho
$2.65M +$291K +5,304 +12%
CWM
592
Cornerstone Wealth Management
Missouri
$2.65M +$85.3K +1,556 +3%
WLIM
593
White Lighthouse Investment Management
Massachusetts
$2.64M +$101K +1,836 +4%
GIM
594
Goelzer Investment Management
Indiana
$2.64M +$112K +2,040 +4%
FFN
595
Focus Financial Network
Minnesota
$2.63M +$26.3K +480 +1%
GWANC
596
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.63M +$122K +2,216 +5%
GC
597
Gilbert & Cook
Iowa
$2.62M -$364K -6,636 -12%
MMA
598
Miracle Mile Advisors
California
$2.61M +$155K +2,832 +6%
RA
599
Rockingstone Advisors
Massachusetts
$2.61M +$69.3K +1,264 +3%
AMBIA
600
Allen Mooney & Barnes Investment Advisors
Georgia
$2.61M +$1.75K +32 +0.1%