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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
651
Secure Asset Management
Michigan
$4.76M +$3.06M +41,136 +164%
CA
652
Clune & Associates
Illinois
$4.74M -$1.96M -26,428 -29%
HA
653
Hofer & Associates
California
$4.72M +$115K +1,552 +2%
MAG
654
Mokosak Advisory Group
Iowa
$4.71M +$128K +1,728 +3%
ACA
655
Aptus Capital Advisors
Alabama
$4.71M +$296K +3,988 +6%
MWM
656
Mittelman Wealth Management
Massachusetts
$4.7M +$307K +4,136 +7%
BTW
657
Boston Trust Walden
Massachusetts
$4.67M -$93.6K -1,260 -2%
MF
658
Meridian Financial
Massachusetts
$4.62M -$139K -1,868 -3%
CPL
659
CAP Partners LLC
Tennessee
$4.6M +$238K +3,204 +5%
PFG
660
PAX Financial Group
Texas
$4.6M -$575K -7,736 -11%
BCM
661
Brookstone Capital Management
Illinois
$4.58M +$301K +4,056 +7%
WB
662
West Bancorporation
Iowa
$4.58M +$1.06M +14,220 +29%
LWM
663
LongView Wealth Management
Georgia
$4.55M -$178K -2,392 -4%
CW
664
CreativeOne Wealth
Kansas
$4.53M +$1.64M +22,080 +54%
KF
665
Krilogy Financial
Missouri
$4.53M -$76.7K -1,032 -2%
ABWM
666
Alpine Bank Wealth Management
Colorado
$4.53M -$171K -2,296 -4%
PWMAG
667
Pinnacle Wealth Management Advisory Group
New Jersey
$4.52M +$158K +2,132 +4%
SMA
668
Sage Mountain Advisors
Georgia
$4.51M -$2.14M -28,756 -31%
EWM
669
Evercore Wealth Management
New York
$4.44M +$563K +7,576 +14%
AG
670
Ascent Group
Virginia
$4.41M -$93.9K -1,264 -2%
WFAG
671
Wescott Financial Advisory Group
Pennsylvania
$4.4M -$437K -5,888 -9%
WBCM
672
Wilson & Boucher Capital Management
California
$4.39M -$52K -700 -1%
SSWM
673
Sheets Smith Wealth Management
North Carolina
$4.38M +$149K +2,012 +3%
VCWM
674
Vista Cima Wealth Management
Arizona
$4.35M -$1.35M -18,232 -23%
CWM
675
Cornerstone Wealth Management
Missouri
$4.35M +$140K +1,884 +3%