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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
626
Aptus Capital Advisors
Alabama
$5.89M +$589K +7,596 +12%
BWP
627
Bernardo Wealth Planning
Pennsylvania
$5.89M +$137K +1,762 +2%
MHC
628
May Hill Capital
Massachusetts
$5.89M -$122K -1,572 -2%
VW
629
Veridan Wealth
Oregon
$5.89M +$277K +3,572 +5%
VCA
630
Verdence Capital Advisors
Maryland
$5.86M +$121K +1,560 +2%
TBA
631
Tower Bridge Advisors
Pennsylvania
$5.84M -$255K -3,288 -4%
OCM
632
One Capital Management
California
$5.83M -$4.72M -60,858 -75%
WLIM
633
White Lighthouse Investment Management
Massachusetts
$5.79M +$68.8K +888 +1%
RF
634
Robinswood Financial
Washington
$5.78M -$72.2K -931 -1%
CCFM
635
Clear Creek Financial Management
Washington
$5.78M +$3.12M +40,274 +128%
RIA
636
Regal Investment Advisors
Michigan
$5.78M +$105K +1,360 +2%
SMC
637
Smith, Moore & Co
Missouri
$5.77M +$18.1K +234 +0.3%
GPW
638
Genesis Private Wealth
Virginia
$5.75M -$25.5K -329 -0.5%
BSSFA
639
Baron Silver Stevens Financial Advisors
Florida
$5.71M +$62.9K +811 +1%
IAN
640
Integrated Advisors Network
Texas
$5.69M -$767K -9,891 -12%
GG
641
Gleason Group
Kentucky
$5.68M -$311K -4,013 -5%
LA
642
LexAurum Advisors
Kansas
$5.66M +$787K +10,153 +17%
FFG
643
Frisch Financial Group
New York
$5.64M -$289K -3,726 -5%
Legacy Financial Group (Iowa)
644
Legacy Financial Group (Iowa)
Iowa
$5.62M -$211K -2,724 -4%
KWMG
645
King Wealth Management Group
Florida
$5.62M – – –
FPAS
646
Focus Partners Advisor Solutions
Missouri
$5.61M +$2.22M +28,578 +70%
Koshinski Asset Management
647
Koshinski Asset Management
Illinois
$5.6M -$466K -6,017 -8%
TFA
648
TPG Financial Advisors
Oregon
$5.59M -$22.3K -287 -0.4%
SC
649
Scotia Capital
Ontario, Canada
$5.56M -$946K -12,208 -15%
BTW
650
Boston Trust Walden
Massachusetts
$5.56M +$310K +3,994 +6%