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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
576
RKL Wealth Management
Pennsylvania
$5.84M -$160K -2,204 -3%
KCM
577
Kendall Capital Management
Maryland
$5.82M – – –
MFP
578
Meramec Financial Planners
Missouri
$5.8M +$5.61M +77,088 New
CCAM
579
Cascades Capital Asset Management
North Carolina
$5.78M +$564K +7,760 +11%
MAC
580
Mason & Associates (California)
California
$5.77M +$2.72M +37,360 +89%
MHC
581
May Hill Capital
Massachusetts
$5.73M -$900K -12,368 -14%
VCWM
582
Vista Cima Wealth Management
Arizona
$5.72M +$288K +3,964 +5%
CM
583
Cornerstone Management
Georgia
$5.71M +$90.5K +1,244 +2%
RF
584
Robinswood Financial
Washington
$5.68M +$109K +1,500 +2%
FFC
585
First Financial Corp
Indiana
$5.67M +$432K +5,944 +8%
MM
586
Meridian Management
Arkansas
$5.63M -$162K -2,232 -3%
CCM
587
Colorado Capital Management
Colorado
$5.58M +$196K +2,692 +4%
First Merchants Corp
588
First Merchants Corp
Indiana
$5.55M -$78K -1,072 -1%
BWM
589
BKM Wealth Management
Wisconsin
$5.54M +$38.7K +532 +0.7%
CA
590
Capital Advantage
California
$5.54M +$979K +13,456 +21%
SG
591
StoneX Group
New York
$5.54M -$2.62K -36 -0%
CCM
592
Cannon Capital Management
Utah
$5.54M +$5.55M +76,312 New
NFP
593
Narus Financial Partners
Utah
$5.52M -$141K -1,944 -2%
PWMG
594
Pinnacle Wealth Management Group
Michigan
$5.49M +$173K +2,372 +3%
RPGK
595
Retirement Planning Group (Kansas)
Kansas
$5.44M -$210K -2,880 -4%
OGF
596
Orin Green Financial
California
$5.42M +$79.4K +1,092 +1%
FGWP
597
Founders Grove Wealth Partners
Virginia
$5.41M +$110K +1,508 +2%
Legacy Financial Group (Iowa)
598
Legacy Financial Group (Iowa)
Iowa
$5.41M +$186K +2,560 +4%
GG
599
Gleason Group
Kentucky
$5.4M +$32.3K +444 +0.6%
Brinker Capital Investments
600
Brinker Capital Investments
Pennsylvania
$5.4M +$2.12M +29,204 +65%