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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
701
N.E.W. Advisory Services
Wisconsin
$1.85M +$19.7K +360 +1%
IFA
702
Index Fund Advisors
California
$1.83M -$128K -2,332 -6%
PVI
703
Pine Valley Investments
New Jersey
$1.83M -$8.55K -156 -0.4%
CDH
704
Charles D. Hyman
$1.82M +$41.9K +764 +2%
GLLW
705
Graves Light Lenhart Wealth
Virginia
$1.82M +$6.58K +120 +0.3%
GC
706
Gibson Capital
Pennsylvania
$1.81M -$285K -5,200 -13%
FAIM
707
Financial Advocates Investment Management
Washington
$1.81M +$95.2K +1,736 +5%
SWA
708
Sightline Wealth Advisors
Connecticut
$1.81M -$1.14M -20,848 -37%
FLPIM
709
F.L. Putnam Investment Management
Massachusetts
$1.81M -$68.2K -1,244 -3%
GLR
710
Great Lakes Retirement
Ohio
$1.81M +$147K +2,676 +8%
DWM
711
Defined Wealth Management
Oregon
$1.81M +$39.5K +720 +2%
BPWM
712
Badgley Phelps Wealth Managers
Washington
$1.81M +$5.48K +100 +0.3%
V
713
ViaWealth
Kansas
$1.81M -$127K -2,308 -6%
ECG
714
Edge Capital Group
Georgia
$1.8M -$81.2K -1,480 -4%
STA
715
Summit Trail Advisors
New York
$1.79M -$12.5K -228 -0.7%
FWM
716
Fingerlakes Wealth Management
New York
$1.79M +$12.7K +232 +0.7%
AP
717
Adero Partners
California
$1.78M -$145K -2,636 -7%
BWM
718
Boyd Wealth Management
California
$1.78M -$13.2K -240 -0.7%
FA
719
Flagstar Advisors
New York
$1.77M +$352K +6,420 +23%
CST
720
Charles Schwab Trust
Nevada
$1.76M
SVWAG
721
Sound View Wealth Advisors Group
Georgia
$1.76M +$269K +4,900 +17%
AWM
722
Apollon Wealth Management
South Carolina
$1.76M -$54.2K -988 -3%
GWM
723
GoalFusion Wealth Management
Texas
$1.74M +$102K +1,856 +6%
WIA
724
World Investment Advisors
California
$1.73M +$113K +2,064 +7%
MWM
725
Meridian Wealth Management
Kentucky
$1.73M +$108K +1,964 +6%