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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
576
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.08M +$520K +7,928 +12%
CCM
577
Colorado Capital Management
Colorado
$5.07M +$83.5K +1,272 +2%
WA
578
WP Advisors
California
$5.06M +$247K +3,764 +5%
KFGK
579
Keystone Financial Group (Kentucky)
Kentucky
$5.05M +$121K +1,840 +3%
VCWM
580
Vista Cima Wealth Management
Arizona
$5.04M +$142K +2,160 +3%
BWP
581
Bernardo Wealth Planning
Pennsylvania
$5.02M -$1.57M -23,932 -25%
IWM
582
IHT Wealth Management
Illinois
$5M +$1.09M +16,604 +30%
CIP
583
Capital Insight Partners
Arizona
$4.99M -$966K -14,716 -17%
MG
584
Mather Group
Illinois
$4.99M -$60.4K -920 -1%
AAS
585
Ameritas Advisory Services
Nebraska
$4.99M -$969K -14,756 -17%
Legacy Financial Group (Iowa)
586
Legacy Financial Group (Iowa)
Iowa
$4.98M +$461K +7,020 +11%
SC
587
SouthState Corp
Florida
$4.97M -$230K -3,508 -5%
BFWA
588
Benchmark Financial Wealth Advisors
Florida
$4.94M -$105K -1,604 -2%
NFP
589
Narus Financial Partners
Utah
$4.92M -$79.3K -1,208 -2%
FWS
590
FinDec Wealth Services
California
$4.92M -$480K -7,312 -9%
SIM
591
Stratos Investment Management
Ohio
$4.91M -$169K -2,568 -4%
MF
592
Meridian Financial
Massachusetts
$4.9M +$19.4K +296 +0.4%
FLI
593
Family Legacy Inc
South Carolina
$4.87M -$35.4K -540 -0.8%
FUBT
594
First United Bank & Trust
Maryland
$4.87M -$244K -3,712 -5%
SMC
595
Smith, Moore & Co
Missouri
$4.84M +$163K +2,488 +4%
EPAM
596
Evelyn Partners Asset Management
$4.8M +$3.94M +60,088 +711%
BCP
597
Berkeley Capital Partners
Georgia
$4.78M +$51.5K +784 +1%
MSA
598
Marathon Strategic Advisors
Pennsylvania
$4.73M
FPWM
599
Five Pine Wealth Management
Idaho
$4.71M +$274K +4,168 +7%
CM
600
Cornerstone Management
Georgia
$4.7M +$142K +2,160 +3%