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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
726
Wealthspan Partners
Iowa
$2.92M -$125K -1,860 -4%
OCM
727
Objective Capital Management
Ohio
$2.91M -$11K -164 -0.4%
CFFP
728
Center for Financial Planning
Michigan
$2.9M +$1.59M +23,648 +112%
DWAM
729
Duncan Williams Asset Management
Tennessee
$2.9M +$20.1K +300 +0.7%
HIM
730
Hanlon Investment Management
New Jersey
$2.89M -$1.84M -27,468 -38%
SFPM
731
Sensible Financial Planning & Management
Massachusetts
$2.88M +$2.99M +44,544 New
NAS
732
NWF Advisory Services
California
$2.87M -$26K -388 -0.9%
SW
733
Simplicity Wealth
New Jersey
$2.85M +$833K +12,420 +39%
MWM
734
Meridian Wealth Management
Kentucky
$2.85M +$7.25K +108 +0.2%
CWP
735
Cyndeo Wealth Partners
Florida
$2.83M +$85.9K +1,280 +3%
LA
736
Lane & Associates
New Jersey
$2.82M -$99.3K -1,480 -3%
FFL
737
Financial Freedom LLC
Ohio
$2.82M -$23.1K -344 -0.8%
SFWC
738
Strategic Family Wealth Counselors
New Jersey
$2.81M -$41.6K -620 -1%
CFA
739
CWS Financial Advisors
Michigan
$2.81M +$135K +2,008 +5%
FFW
740
Fusion Family Wealth
New York
$2.81M -$30.6K -456 -1%
AFA
741
Antonelli Financial Advisors
Michigan
$2.79M -$8.3M -123,668 -74%
BCI
742
Brinker Capital Investments
Pennsylvania
$2.79M +$211K +3,144 +8%
OPS
743
Orion Portfolio Solutions
Nebraska
$2.79M +$211K +3,144 +8%
RWP
744
Revolve Wealth Partners
New Jersey
$2.79M -$65.2K -972 -2%
PA
745
PFG Advisors
Arizona
$2.78M +$26.8K +400 +0.9%
MSFS
746
Main Street Financial Solutions
Pennsylvania
$2.76M +$436K +6,492 +18%
VBFP
747
Valtinson Bruner Financial Planning
Minnesota
$2.75M +$51.5K +768 +2%
BlackRock
748
BlackRock
New York
$2.75M +$31.4K +468 +1%
Fiera Capital (Canada)
749
Fiera Capital (Canada)
Quebec, Canada
$2.75M
MPW
750
MGO Private Wealth
California
$2.74M +$92.9K +1,384 +3%