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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
626
Conservest Capital Advisors
Pennsylvania
$718K +$39.6K +908 +6%
WCM
627
WealthBridge Capital Management
Ohio
$716K -$17.3K -396 -2%
SB
628
Strategic Blueprint
Georgia
$715K +$242K +5,544 +52%
RT
629
Rockland Trust
Massachusetts
$710K +$6.28K +144 +0.9%
LPT
630
Legacy Private Trust
Wisconsin
$705K
RA
631
RFG Advisory
Alabama
$700K +$148K +3,392 +27%
CCT
632
Country Club Trust
Missouri
$699K +$19.2K +440 +3%
MAM
633
Marotta Asset Management
Virginia
$690K -$174 -4 -0%
BWM
634
Benchmark Wealth Management
Connecticut
$683K -$23K -528 -3%
AWS
635
AJ Wealth Strategies
New York
$681K
SCG
636
Sonata Capital Group
Washington
$676K -$2.62K -60 -0.4%
TSWM
637
Triangle Securities Wealth Management
North Carolina
$674K -$61K -1,400 -8%
OA
638
Oxbow Advisors
Texas
$670K
Susquehanna International Group
639
Susquehanna International Group
Pennsylvania
$667K +$259K +5,952 +65%
SWP
640
Summit Wealth Partners
Florida
$666K +$24.4K +560 +4%
IA
641
IFG Advisors
Missouri
$663K +$72.2K +1,656 +12%
MPCG
642
Matrix Private Capital Group
New York
$662K
WJWM
643
Williams Jones Wealth Management
New York
$658K -$255K -5,852 -28%
CBN
644
Cadence Bank NA
Texas
$658K +$62.8K +1,440 +11%
SFA
645
Stewardship Financial Advisors
Georgia
$657K
CPO
646
Cerity Partners OCIO
New York
$655K +$34.7K +796 +6%
LFS
647
Lutz Financial Services
Nebraska
$654K -$24.8K -568 -4%
TA
648
Trellis Advisors
Washington
$654K
ACM
649
AlphaStar Capital Management
North Carolina
$653K +$47.2K +1,084 +8%
WIA
650
World Investment Advisors
California
$652K -$499K -11,456 -44%