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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LS
701
Leelyn Smith
Illinois
$1.72M
WPW
702
Waldron Private Wealth
Pennsylvania
$1.71M
FA
703
Flagstar Advisors
New York
$1.71M +$9.39K +160 +0.6%
PFG
704
Pinnacle Financial Group
Illinois
$1.7M -$68.5K -1,168 -4%
SWA
705
Sax Wealth Advisors
New Jersey
$1.7M -$205K -3,488 -11%
Neuberger Berman Group
706
Neuberger Berman Group
New York
$1.7M +$80.7K +1,376 +5%
HCMT
707
Highland Capital Management (Tennessee)
Tennessee
$1.69M +$330K +5,628 +25%
SFPM
708
Sensible Financial Planning & Management
Massachusetts
$1.69M +$166K +2,836 +11%
ESB
709
Essex Savings Bank
Connecticut
$1.68M +$85.9K +1,464 +5%
NF
710
Nvest Financial
New Hampshire
$1.67M +$1.65M +28,120 New
PD
711
Planning Directions
Pennsylvania
$1.67M -$32.6K -556 -2%
GWM
712
GoalFusion Wealth Management
Texas
$1.67M +$268K +4,568 +19%
ZF
713
Zhang Financial
Michigan
$1.67M +$612K +10,424 +59%
FPAS
714
Focus Partners Advisor Solutions
Missouri
$1.67M +$1.64M +27,968 New
NLP
715
Next Level Private
New York
$1.66M +$60.5K +1,032 +4%
EA
716
Elm Advisors
California
$1.65M -$1.49M -25,472 -48%
SIA
717
Soltis Investment Advisors
Utah
$1.65M
EWM
718
Empirical Wealth Management
Washington
$1.64M +$300K +5,108 +23%
SKK
719
Shepherd Kaplan Krochuk
Massachusetts
$1.62M -$69K -1,176 -4%
B
720
Bridgeworth
Alabama
$1.6M -$98.8K -1,684 -6%
EA
721
Eudaimonia Advisors
Tennessee
$1.6M -$78.6K -1,340 -5%
CHAM
722
Clear Harbor Asset Management
Connecticut
$1.6M -$45.5K -776 -3%
ECG
723
Edge Capital Group
Georgia
$1.6M -$52.3K -892 -3%
TC
724
TAP Consulting
Missouri
$1.6M +$4.22K +72 +0.3%
LPT
725
Legacy Private Trust
Wisconsin
$1.6M +$222K +3,788 +16%