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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
726
Wealthfront Advisers
California
$2.61M +$293K +4,672 +13%
MWM
727
Meridian Wealth Management
Kentucky
$2.61M +$2.49M +39,592 New
CSB
728
City State Bank
Iowa
$2.6M +$312K +4,976 +14%
SFG
729
Seamount Financial Group
Colorado
$2.6M +$54.8K +872 +2%
JSC
730
Jackson Square Capital
California
$2.6M +$2.47M +39,400 New
WF
731
Welch & Forbes
Massachusetts
$2.59M -$18.6K -296 -0.7%
EWA
732
Encompass Wealth Advisors
Oregon
$2.57M +$72.1K +1,148 +3%
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$2.57M +$50.7K +808 +2%
MTIC
734
Missouri Trust & Investment Company
Missouri
$2.57M +$9.54K +152 +0.4%
TI
735
Tidal Investments
Wisconsin
$2.57M +$1.52M +24,200 +164%
LW
736
Linscomb Wealth
Texas
$2.57M -$5.53K -88 -0.2%
FA
737
Flagstar Advisors
New York
$2.57M +$210K +3,344 +9%
NPI
738
New Perspectives Inc
Mississippi
$2.56M -$10.8K -172 -0.4%
SIA
739
Soltis Investment Advisors
Utah
$2.55M +$38.4K +612 +2%
AG
740
AlTi Global
New York
$2.54M +$198K +3,160 +9%
CM
741
Columbus Macro
Pennsylvania
$2.52M
FFO
742
Fiduciary Family Office
Florida
$2.51M
FL
743
FreeGulliver LLC
Louisiana
$2.5M +$303K +4,832 +15%
SIG
744
Stonegate Investment Group
Alabama
$2.5M +$966K +15,384 +68%
ACA
745
Aptus Capital Advisors
Alabama
$2.5M +$8.04K +128 +0.3%
IA
746
IFS Advisors
Kansas
$2.49M +$67.6K +1,076 +3%
KC
747
Kingfisher Capital
North Carolina
$2.49M -$114K -1,812 -5%
PCS
748
Private Client Services
Kentucky
$2.49M +$202K +3,212 +9%
HCM
749
Howland Capital Management
Massachusetts
$2.49M +$2.02M +32,200 +585%
CWMS
750
Cannon Wealth Management Services
North Carolina
$2.47M +$2.36M +37,512 New