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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
601
Marquette Associates
Illinois
$5.36M -$352K -4,844 -6%
LEA
602
Legacy Edge Advisors
New York
$5.36M +$3.78K +52 +0.1%
AAM
603
Ameraudi Asset Management
New York
$5.34M +$120K +1,652 +2%
FineMark National Bank & Trust
604
FineMark National Bank & Trust
Florida
$5.34M +$2.73M +37,532 +104%
FPWM
605
Five Pine Wealth Management
Idaho
$5.33M +$244K +3,356 +5%
AE Wealth Management
606
AE Wealth Management
Kansas
$5.32M +$1.49M +20,512 +39%
GWANC
607
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.31M +$104K +1,436 +2%
EP
608
Ehrenkranz Partners
New York
$5.31M +$2.91K +40 +0.1%
KFGK
609
Keystone Financial Group (Kentucky)
Kentucky
$5.26M +$142K +1,952 +3%
GLR
610
Great Lakes Retirement
Ohio
$5.24M +$878K +12,064 +20%
Advisors Capital Management
611
Advisors Capital Management
New Jersey
$5.22M +$774K +10,640 +17%
PFG
612
Pinnacle Financial Group
Illinois
$5.22M +$192K +2,636 +4%
PFG
613
PAX Financial Group
Texas
$5.21M -$182K -2,496 -3%
KWMG
614
King Wealth Management Group
Florida
$5.21M -$162K -2,228 -3%
SMC
615
Smith, Moore & Co
Missouri
$5.18M +$259K +3,556 +5%
CHC
616
City Holding Co
West Virginia
$5.18M +$688K +9,456 +15%
RIA
617
Regal Investment Advisors
Michigan
$5.18M +$899K +12,360 +21%
Mather Group
618
Mather Group
Illinois
$5.15M +$2.91K +40 +0.1%
GPW
619
Genesis Private Wealth
Virginia
$5.14M +$4.81M +66,072 +1,388%
BCP
620
Berkeley Capital Partners
Georgia
$5.05M +$19.5K +268 +0.4%
CIP
621
Capital Insight Partners
Arizona
$5.03M -$500K -6,876 -9%
BSSFA
622
Baron Silver Stevens Financial Advisors
Florida
$5.03M +$223K +3,072 +5%
WP
623
Wealthspan Partners
Iowa
$5.02M +$409K +5,620 +9%
BFWA
624
Benchmark Financial Wealth Advisors
Florida
$5.01M -$55.3K -760 -1%
FLI
625
Family Legacy Inc
South Carolina
$5.01M +$46.8K +644 +0.9%