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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
676
Kingsview Wealth Management
Oregon
$1.21M -$375K -6,472 -24%
BA
677
Bridgewater Advisors
New York
$1.2M
RSVP
678
Ramsay Stattman Vela & Price
Colorado
$1.2M -$116K -2,000 -9%
FLA
679
Financial Life Advisors
Texas
$1.2M -$71.9K -1,240 -6%
SIA
680
Strategic Investment Advisors
Michigan
$1.2M +$107K +1,844 +10%
ICP
681
Interchange Capital Partners
Pennsylvania
$1.17M -$857K -14,792 -43%
CSPIA
682
Cary Street Partners Investment Advisory
Virginia
$1.16M +$270K +4,664 +31%
ECM
683
EagleClaw Capital Management
Massachusetts
$1.16M -$104K -1,800 -8%
WIA
684
World Investment Advisors
California
$1.16M +$41.5K +716 +4%
CWM
685
Cornerstone Wealth Management
Missouri
$1.16M +$70.5K +1,216 +7%
MG
686
MilWealth Group
Wisconsin
$1.16M -$110K -1,900 -9%
TCA
687
Transcend Capital Advisors
New Jersey
$1.16M +$374K +6,460 +49%
IC
688
IEQ Capital
California
$1.16M +$34.5K +596 +3%
FFA
689
Fragasso Financial Advisors
Pennsylvania
$1.16M +$64K +1,104 +6%
AWA
690
Alta Wealth Advisors
Massachusetts
$1.16M +$10.9K +188 +1%
BFO
691
Boston Family Office
Massachusetts
$1.15M -$101K -1,744 -8%
TFS
692
Thoroughbred Financial Services
Tennessee
$1.15M +$8.35K +144 +0.7%
BCM
693
Brookstone Capital Management
Illinois
$1.15M +$228K +3,932 +26%
RCA
694
Ranch Capital Advisors
Florida
$1.14M -$503K -8,684 -31%
BCP
695
Berkeley Capital Partners
Georgia
$1.14M -$4.17K -72 -0.4%
PWA
696
Peterson Wealth Advisors
Utah
$1.13M -$9.04K -156 -0.8%
BFO
697
Biltmore Family Office
North Carolina
$1.13M +$649K +11,200 +142%
CFO
698
Collective Family Office
Pennsylvania
$1.13M
WJWM
699
Williams Jones Wealth Management
New York
$1.12M +$232K +4,000 +27%
MJRIC
700
Mogy Joel R Investment Counsel
California
$1.12M -$3.25K -56 -0.3%