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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBWP
701
Beacon Bridge Wealth Partners
Pennsylvania
$3.57M -$153K -2,336 -4%
RA
702
Rockingstone Advisors
Massachusetts
$3.55M -$982K -14,964 -23%
SFWA
703
Summit Financial Wealth Advisors
Louisiana
$3.55M -$34.7K -528 -1%
AUB
704
Atlantic Union Bankshares
Virginia
$3.53M +$1.77M +26,976 +115%
SIG
705
Stonegate Investment Group
Alabama
$3.52M -$86.6K -1,320 -3%
SYBT
706
Stock Yards Bank & Trust
Kentucky
$3.52M +$36K +548 +1%
DWP
707
Destiny Wealth Partners
Florida
$3.51M -$2.31M -35,192 -41%
Wealthfront Advisers
708
Wealthfront Advisers
California
$3.48M +$13.4K +204 +0.4%
BWM
709
Boyd Wealth Management
California
$3.47M +$793K +12,076 +32%
MWM
710
Modern Wealth Management
Kansas
$3.46M -$1.71M -26,084 -35%
EW
711
Evoke Wealth
California
$3.45M -$62K -944 -2%
MA
712
MONECO Advisors
Connecticut
$3.42M -$1.15M -17,472 -26%
CFD
713
Creative Financial Designs
Indiana
$3.42M +$142K +2,164 +5%
SCA
714
Snowden Capital Advisors
New York
$3.4M -$1.03M -15,680 -24%
LFAS
715
Level Four Advisory Services
Texas
$3.38M -$520K -7,924 -14%
CWMS
716
Cannon Wealth Management Services
North Carolina
$3.38M +$106K +1,612 +3%
GS
717
GWN Securities
Florida
$3.38M -$8.35M -127,220 -73%
MFG
718
Magnus Financial Group
New York
$3.35M +$135K +2,056 +4%
CCA
719
Carrera Capital Advisors
Michigan
$3.33M
AG
720
Advocate Group
Minnesota
$3.32M +$95.6K +1,456 +3%
BHWM
721
Bar Harbor Wealth Management
New Hampshire
$3.32M -$4.99K -76 -0.2%
MFA
722
Mayflower Financial Advisors
Massachusetts
$3.31M -$59.3K -904 -2%
BRWA
723
B. Riley Wealth Advisors
Florida
$3.29M +$3.09M +47,088 New
CMAI
724
Capital Management Associates Inc
Minnesota
$3.26M -$1.42M -21,648 -32%
QCG
725
Quadrant Capital Group
Ohio
$3.25M +$2.43M +37,088 +395%