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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Badgley Phelps Wealth Managers
676
Badgley Phelps Wealth Managers
Washington
$3.55M +$275K +4,092 +8%
IHT Wealth Management
677
IHT Wealth Management
Illinois
$3.55M +$252K +3,748 +7%
GWMR
678
GC Wealth Management RIA
Massachusetts
$3.52M -$104K -1,544 -3%
AWA
679
Adapt Wealth Advisors
Georgia
$3.52M -$12.1K -180 -0.3%
LA
680
Legacy Advisors
Pennsylvania
$3.51M -$130K -1,932 -3%
IA
681
Integrity Alliance
Iowa
$3.49M +$3.62M +53,976 New
Koshinski Asset Management
682
Koshinski Asset Management
Illinois
$3.48M +$380K +5,668 +12%
Focus Partners Advisor Solutions
683
Focus Partners Advisor Solutions
Missouri
$3.48M +$166K +2,468 +5%
KIA
684
KCM Investment Advisors
California
$3.48M +$44.6K +664 +1%
MSWA
685
Marshall & Sterling Wealth Advisors
New York
$3.47M -$96.4K -1,436 -3%
BBWP
686
Beacon Bridge Wealth Partners
Pennsylvania
$3.45M -$136K -2,028 -4%
OFW
687
Omnia Family Wealth
Florida
$3.43M – – –
GLR
688
Great Lakes Retirement
Ohio
$3.42M +$236K +3,512 +7%
FVWA
689
Foster Victor Wealth Advisors
South Carolina
$3.42M -$211K -3,140 -5%
AMBIA
690
Allen Mooney & Barnes Investment Advisors
Georgia
$3.41M +$15.3K +228 +0.4%
RWM
691
Refined Wealth Management
Utah
$3.36M -$2.01M -29,888 -36%
IFP Advisors
692
IFP Advisors
Florida
$3.35M +$78.4K +1,168 +2%
Stonegate Investment Group
693
Stonegate Investment Group
Alabama
$3.34M +$847K +12,628 +32%
First National Bank of Omaha
694
First National Bank of Omaha
Nebraska
$3.32M -$5.1K -76 -0.1%
SFWA
695
Summit Financial Wealth Advisors
Louisiana
$3.32M +$537 +8 +0%
PRP
696
Peak Retirement Planning
Ohio
$3.27M +$2.78M +41,372 +447%
Diversified Trust
697
Diversified Trust
Tennessee
$3.27M +$137K +2,040 +4%
WA
698
Wealth Alliance
New York
$3.27M +$14.2K +212 +0.4%
EW
699
Evoke Wealth
California
$3.24M +$408K +6,084 +14%
FAP
700
Financial Advisory Partners
Florida
$3.24M -$548K -8,164 -14%