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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
626
Bernardo Wealth Planning
Pennsylvania
$5.12M +$211K +2,840 +4%
AP
627
Americana Partners
Texas
$5.11M +$296K +3,988 +6%
BBFA
628
Brindle & Bay Financial Advisors
Texas
$5.11M +$4.07M +54,728 +333%
VCA
629
Verdence Capital Advisors
Maryland
$5.11M +$306K +4,120 +6%
WLIM
630
White Lighthouse Investment Management
Massachusetts
$5.1M +$210K +2,828 +4%
BCWM
631
Bartlett & Co Wealth Management
Ohio
$5.08M +$14.6M +196,520 +294%
RIA
632
Regal Investment Advisors
Michigan
$5.05M -$77K -1,036 -1%
BSSFA
633
Baron Silver Stevens Financial Advisors
Florida
$5.03M +$63.6K +856 +1%
FFN
634
Focus Financial Network
Minnesota
$5.03M +$791K +10,644 +18%
AWM
635
AE Wealth Management
Kansas
$5.01M -$265K -3,572 -5%
KWMG
636
King Wealth Management Group
Florida
$5.01M -$153K -2,064 -3%
TFA
637
TPG Financial Advisors
Oregon
$5M +$411K +5,528 +9%
ACM
638
Advisors Capital Management
New Jersey
$5M -$173K -2,324 -3%
VW
639
Veridan Wealth
Oregon
$4.99M +$80.5K +1,084 +2%
WP
640
Wealthspan Partners
Iowa
$4.98M +$23.2K +312 +0.5%
VT
641
Vise Technologies
New York
$4.96M
MWA
642
MFA Wealth Advisors
Pennsylvania
$4.92M +$337K +4,540 +7%
MSA
643
Marathon Strategic Advisors
Pennsylvania
$4.91M -$6.24K -84 -0.1%
BFWA
644
Benchmark Financial Wealth Advisors
Florida
$4.86M -$104K -1,396 -2%
VIA
645
Vickerman Investment Advisors
Washington
$4.85M -$55K -740 -1%
Qube Research & Technologies (QRT)
646
Qube Research & Technologies (QRT)
United Kingdom
$4.84M +$3.55M +47,748 +242%
WA
647
WP Advisors
California
$4.84M -$27K -364 -0.5%
MFWP
648
Mosaic Family Wealth Partners
Missouri
$4.83M +$703K +9,456 +16%
RA
649
Rockingstone Advisors
Massachusetts
$4.79M -$2.97K -40 -0.1%
RWM
650
Ritholtz Wealth Management
New York
$4.79M +$3.19M +42,960 +181%