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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
601
Zhang Financial
Michigan
$767K -$10.4K -272 -1%
SFWC
602
Strategic Family Wealth Counselors
New Jersey
$767K +$271K +7,076 +61%
WCFA
603
Walkner Condon Financial Advisors
Wisconsin
$764K -$92.9K -2,424 -12%
BRWM
604
B. Riley Wealth Management
Tennessee
$762K -$4.02M -104,852 -85%
HPC
605
HM Payson & Co
Maine
$761K
BBA
606
Braun-Bostich & Associates
Pennsylvania
$753K
PG
607
Proffitt & Goodson
Tennessee
$753K +$340K +8,876 +93%
CT
608
Cambridge Trust
Massachusetts
$743K +$146K +3,820 +29%
EFSCE
609
Enterprise Financial Services Corp (EFSC)
Missouri
$739K -$174K -4,540 -20%
LFAS
610
Level Four Advisory Services
Texas
$737K -$65.1K -1,700 -9%
MWA
611
Meridian Wealth Advisors
Texas
$729K +$156K +4,076 +30%
CFA
612
Carroll Financial Associates
North Carolina
$729K +$415K +10,844 +156%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$728K +$195K +5,088 +40%
GLA
614
Great Lakes Advisors
Illinois
$716K +$24.5K +640 +4%
IWM
615
IHT Wealth Management
Illinois
$710K -$155K -4,056 -19%
WA
616
WBH Advisory
Maryland
$707K -$35.5K -928 -5%
WFA
617
Wellspring Financial Advisors
Ohio
$702K -$12.9K -336 -2%
First Manhattan
618
First Manhattan
New York
$686K +$81.2K +2,120 +14%
TSWM
619
Triangle Securities Wealth Management
North Carolina
$684K -$16.1K -420 -2%
SIS
620
SVB Investment Services
Utah
$683K -$19.8K -516 -3%
WCM
621
WealthBridge Capital Management
Ohio
$682K -$147K -3,836 -19%
BFA
622
Bluestem Financial Advisors
Illinois
$682K -$94.1K -2,456 -13%
SWM
623
Stockman Wealth Management
Montana
$682K -$1.69K -44 -0.3%
SW
624
SkyOak Wealth
Michigan
$680K -$10.4K -272 -2%
DFA
625
Delta Financial Advisors
Louisiana
$676K -$6.28K -164 -1%