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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
601
Philadelphia Trust Company
Pennsylvania
$4.32M
CCAM
602
Cascades Capital Asset Management
North Carolina
$4.31M +$518K +7,632 +13%
AP
603
Americana Partners
Texas
$4.3M -$5.3M -78,016 -54%
VW
604
Veridan Wealth
Oregon
$4.3M +$4.25M +62,664 New
RA
605
Rockingstone Advisors
Massachusetts
$4.3M +$199K +2,924 +5%
FWIA
606
Fort Washington Investment Advisors
Ohio
$4.29M -$130K -1,916 -3%
FGA
607
Fortis Group Advisors
New Jersey
$4.27M -$78.5K -1,156 -2%
IWB
608
Innovative Wealth Building
Maryland
$4.27M +$4.39M +64,624 New
G
609
Gainplan
Michigan
$4.26M -$99.4K -1,464 -2%
MWM
610
Modern Wealth Management
Kansas
$4.24M -$139K -2,052 -3%
GAM
611
Grandview Asset Management
Pennsylvania
$4.24M +$4.35M +64,132 New
RIM
612
RW Investment Management
Idaho
$4.21M -$82.3K -1,212 -2%
WBCM
613
Wilson & Boucher Capital Management
California
$4.2M +$133K +1,960 +3%
SCP
614
Silverleafe Capital Partners
Tennessee
$4.2M +$1.04M +15,280 +32%
AWA
615
Arete Wealth Advisors
Illinois
$4.19M +$2.04M +30,104 +90%
FGWP
616
Founders Grove Wealth Partners
Virginia
$4.19M +$4.31M +63,508 New
AF
617
Advisornet Financial
Minnesota
$4.16M +$505K +7,444 +13%
FWS
618
FinDec Wealth Services
California
$4.1M -$978K -14,408 -19%
MWM
619
MY Wealth Management
Maryland
$4.1M -$20.9K -308 -0.5%
BPC
620
Bearing Point Capital
Minnesota
$4.09M +$4.21M +61,972 New
MAG
621
Mokosak Advisory Group
Iowa
$4.07M -$82.6K -1,216 -2%
Legacy Financial Group (Iowa)
622
Legacy Financial Group (Iowa)
Iowa
$4.07M -$283K -4,172 -6%
SL
623
Salomon & Ludwin
Virginia
$4.06M -$92.9K -1,368 -2%
FVWA
624
Foster Victor Wealth Advisors
South Carolina
$4.05M -$182K -2,680 -4%
BWM
625
BCGM Wealth Management
Indiana
$4.05M -$16.3K -240 -0.4%