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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
601
Matrix Private Capital Group
New York
$684K +$660K +15,364 New
ATPW
602
Ashton Thomas Private Wealth
Arizona
$679K +$89.8K +2,092 +16%
OA
603
Oxbow Advisors
Texas
$677K
RPWA
604
Regent Peak Wealth Advisors
Georgia
$675K +$651K +15,160 New
MMPW
605
Mitchell McLeod Pugh & Williams
Alabama
$668K
SFA
606
Stewardship Financial Advisors
Georgia
$667K +$4.64K +108 +0.7%
RMAM
607
Raab & Moskowitz Asset Management
New Jersey
$665K +$12.9K +300 +2%
TA
608
Trellis Advisors
Washington
$661K +$47.7K +1,112 +8%
B
609
Brightworth
Georgia
$661K +$637K +14,836 New
DWA
610
Douglass Winthrop Advisors
New York
$658K +$410K +9,548 +183%
MWA
611
Meridian Wealth Advisors
Texas
$652K +$40.4K +940 +7%
BAC
612
Boys Arnold & Co
North Carolina
$650K +$34K +792 +6%
LNB
613
Ledyard National Bank
$642K +$31.8K +740 +5%
DI
614
Disciplined Investments
Oklahoma
$642K +$619K +14,420 New
Neuberger Berman Group
615
Neuberger Berman Group
New York
$640K -$719K -16,744 -54%
PAM
616
Peak Asset Management
Colorado
$638K -$15.5K -360 -2%
SFP
617
Strategic Financial Partners
Oregon
$638K +$615K +14,328 New
EWA
618
EP Wealth Advisors
California
$636K -$31.1K -724 -5%
GLA
619
Great Lakes Advisors
Illinois
$636K +$2.06K +48 +0.3%
MA
620
MONECO Advisors
Connecticut
$634K +$30.9K +720 +5%
WF
621
Welch & Forbes
Massachusetts
$629K +$24.9K +580 +4%
CBT
622
Capital Bank & Trust
California
$627K +$433K +10,084 +252%
WP
623
WealthShield Partners
North Carolina
$623K
RFN
624
RDA Financial Network
Iowa
$622K -$49.3K -1,148 -8%
WWM
625
WJ Wealth Management
Arizona
$620K +$598K +13,920 New