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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
701
Valtinson Bruner Financial Planning
Minnesota
$1.11M +$518K +8,932 +92%
PWM
702
Perigon Wealth Management
California
$1.11M -$72.1K -1,244 -6%
ZF
703
Zhang Financial
Michigan
$1.11M
DI
704
Disciplined Investments
Oklahoma
$1.1M +$8.58K +148 +0.8%
S
705
SignatureFD
Georgia
$1.09M +$109K +1,880 +11%
TCWA
706
Ten Capital Wealth Advisors
Washington
$1.09M +$533K +9,200 +100%
HCMT
707
Highland Capital Management (Tennessee)
Tennessee
$1.08M -$753K -12,988 -42%
AWS
708
AJ Wealth Strategies
New York
$1.08M +$58K +1,000 +6%
HPC
709
HM Payson & Co
Maine
$1.08M -$20.6K -356 -2%
PCA
710
Pallas Capital Advisors
Massachusetts
$1.08M +$1.04M +17,960 New
SYBT
711
Stock Yards Bank & Trust
Kentucky
$1.07M +$64.2K +1,108 +7%
GWAM
712
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.06M -$11.8K -204 -1%
FNBT
713
FineMark National Bank & Trust
Florida
$1.05M +$178K +3,068 +21%
WTB
714
Washington Trust Bank
Washington
$1.05M -$14.1K -244 -1%
SSWM
715
Smith Salley Wealth Management
North Carolina
$1.05M +$16K +276 +2%
MWM
716
Maltin Wealth Management
New Jersey
$1.05M +$198K +3,412 +24%
BFA
717
Bluestem Financial Advisors
Illinois
$1.05M -$134K -2,312 -12%
SVCP
718
Silicon Valley Capital Partners
California
$1.04M -$915K -15,796 -47%
CT
719
Cambridge Trust
Massachusetts
$1.03M
Financial Engines Advisors
720
Financial Engines Advisors
California
$1.03M +$15.1K +260 +2%
CIA
721
Compass Ion Advisors
Pennsylvania
$1.03M +$1.01M +17,380 New
SIS
722
SVB Investment Services
Utah
$1.02M -$69.8K -1,204 -7%
LA
723
Legacy Advisors
Pennsylvania
$1.01M +$29.7K +512 +3%
WA
724
WBH Advisory
Maryland
$1.01M +$232 +4 +0%
RA
725
RFG Advisory
Alabama
$1.01M -$4.64K -80 -0.5%