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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
701
Richmond Investment Services
Wisconsin
$3.22M +$3.31M +48,696 New
BMWM
702
Brown Miller Wealth Management
Virginia
$3.21M +$139K +2,052 +4%
DT
703
Diversified Trust
Tennessee
$3.21M +$339K +4,988 +11%
BC
704
Brio Consultants
California
$3.2M -$120K -1,764 -4%
SWA
705
SOA Wealth Advisors
New York
$3.19M -$28.8K -424 -0.9%
Jane Street
706
Jane Street
New York
$3.19M -$1.54M -22,684 -32%
PWMAG
707
Pinnacle Wealth Management Advisory Group
New Jersey
$3.19M -$39.1K -576 -1%
Koshinski Asset Management
708
Koshinski Asset Management
Illinois
$3.18M +$188K +2,772 +6%
MFA
709
Mayflower Financial Advisors
Massachusetts
$3.16M -$89.1K -1,312 -3%
BHWM
710
Bar Harbor Wealth Management
New Hampshire
$3.15M +$2.17K +32 +0.1%
GWM
711
Geneos Wealth Management
Colorado
$3.14M +$231K +3,396 +8%
LA
712
Lane & Associates
New Jersey
$3.11M -$219K -3,224 -7%
AWM
713
AAF Wealth Management
Massachusetts
$3.11M -$17.9K -264 -0.6%
WP
714
Wealthspan Partners
Iowa
$3.1M -$194K -2,852 -6%
CW
715
Curio Wealth
Maryland
$3.1M +$3.19M +46,956 New
WTFG
716
Wood Tarver Financial Group
Idaho
$3.1M +$3.19M +46,928 New
ACM
717
Armbruster Capital Management
New York
$3.1M -$1.19M -17,596 -27%
VFG
718
Victory Financial Group
Texas
$3.09M +$3.18M +46,804 New
CMAI
719
Capital Management Associates Inc
Minnesota
$3.08M -$571K -8,412 -15%
AG
720
AlTi Global
New York
$3.07M +$549K +8,084 +21%
MFG
721
Magnus Financial Group
New York
$3.07M -$2.44K -36 -0.1%
MFG
722
MidWestOne Financial Group
Iowa
$3.07M
GJIA
723
Glass Jacobson Investment Advisors
Maryland
$3.06M -$1.84M -27,172 -37%
BOM
724
Bank of Marin
California
$3.06M -$103K -1,520 -3%
GAM
725
GEM Asset Management
Michigan
$3.05M -$49.2K -724 -2%