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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
701
Bailard
California
$1.45M +$299K +5,716 +23%
SKK
702
Shepherd Kaplan Krochuk
Massachusetts
$1.45M +$6.69K +128 +0.4%
SAM
703
Secure Asset Management
Michigan
$1.43M +$13K +248 +0.8%
SIA
704
Soltis Investment Advisors
Utah
$1.42M -$10.9K -208 -0.7%
SC
705
Savant Capital
Illinois
$1.41M -$1.05M -20,080 -40%
MA
706
MONECO Advisors
Connecticut
$1.41M -$143K -2,732 -8%
FLPIM
707
F.L. Putnam Investment Management
Massachusetts
$1.4M -$21.7K -416 -1%
IA
708
IFG Advisors
Missouri
$1.4M +$714K +13,668 +85%
CL
709
Choreo LLC
Illinois
$1.39M +$55K +1,052 +4%
CWM
710
Cornerstone Wealth Management
Missouri
$1.39M +$160K +3,068 +12%
NLP
711
Next Level Private
New York
$1.39M +$933K +17,856 +177%
ACIM
712
Azimuth Capital Investment Management
Michigan
$1.39M -$20.9K -400 -1%
FANJ
713
Financial Architects (New Jersey)
New Jersey
$1.39M +$1.54M +29,536 New
HCMT
714
Highland Capital Management (Tennessee)
Tennessee
$1.38M +$28.2K +540 +2%
PAM
715
Peak Asset Management
Colorado
$1.38M +$304K +5,824 +25%
WPW
716
Waldron Private Wealth
Pennsylvania
$1.37M +$836 +16 +0.1%
CAGAS
717
Capital Advisory Group Advisory Services
Minnesota
$1.37M -$470K -8,992 -24%
VC
718
Vicus Capital
Pennsylvania
$1.37M -$47.5K -908 -3%
LS
719
Leelyn Smith
Illinois
$1.36M
CGL
720
Clarius Group LLC
Washington
$1.36M +$149K +2,844 +11%
PD
721
Planning Directions
Pennsylvania
$1.35M +$42.9K +820 +3%
Neuberger Berman Group
722
Neuberger Berman Group
New York
$1.34M -$627 -12 -0%
GWANC
723
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.34M +$97K +1,856 +7%
ESB
724
Essex Savings Bank
Connecticut
$1.34M -$76.5K -1,464 -5%
VBFP
725
Valtinson Bruner Financial Planning
Minnesota
$1.34M +$85.3K +1,632 +6%