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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SLT
726
St Louis Trust
Missouri
$3.03M -$123K -1,816 -4%
FPW
727
Flywheel Private Wealth
California
$3.03M +$3.11M +45,816 New
CFD
728
Creative Financial Designs
Indiana
$3M +$76.8K +1,132 +3%
HCP
729
Hexagon Capital Partners
Arkansas
$3M +$3.04M +44,836 +8,182%
OCM
730
Objective Capital Management
Ohio
$2.98M +$29.6K +436 +1%
NAS
731
NWF Advisory Services
California
$2.96M +$14.4K +212 +0.5%
AG
732
Advocate Group
Minnesota
$2.96M +$180K +2,656 +6%
SSWM
733
Sheets Smith Wealth Management
North Carolina
$2.95M -$31.2K -460 -1%
GWM
734
GoalFusion Wealth Management
Texas
$2.95M +$109K +1,604 +4%
DWAM
735
Duncan Williams Asset Management
Tennessee
$2.94M +$3.02M +44,488 New
LNWWM
736
Laird Norton Wetherby Wealth Management
California
$2.93M +$543 +8 +0%
Wealthfront Advisers
737
Wealthfront Advisers
California
$2.93M +$323K +4,760 +12%
SFWC
738
Strategic Family Wealth Counselors
New Jersey
$2.91M +$85.5K +1,260 +3%
RWP
739
Revolve Wealth Partners
New Jersey
$2.91M +$16K +236 +0.5%
EW
740
Evoke Wealth
California
$2.91M +$617K +9,084 +26%
MWM
741
Meridian Wealth Management
Kentucky
$2.91M +$301K +4,432 +11%
FFL
742
Financial Freedom LLC
Ohio
$2.9M +$29.1K +428 +1%
CWMS
743
Cannon Wealth Management Services
North Carolina
$2.9M +$318K +4,688 +12%
FFW
744
Fusion Family Wealth
New York
$2.9M +$7.6K +112 +0.3%
HCM
745
Howland Capital Management
Massachusetts
$2.88M +$401K +5,900 +16%
BMCM
746
Bryn Mawr Capital Management
Pennsylvania
$2.87M -$31K -456 -1%
TFA
747
TPG Financial Advisors
Oregon
$2.86M +$36.7K +540 +1%
ISFAN
748
Investor's Fiduciary Advisor Network
Washington
$2.86M +$2.94M +43,264 New
TDWM
749
Topel & Distasi Wealth Management
California
$2.85M -$202K -2,976 -6%
FFA
750
First Foundation Advisors
California
$2.85M -$29.1K -428 -1%