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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWAM
751
Duncan Williams Asset Management
Tennessee
$4.2M +$56.8K +733 +1%
CWMS
752
Cannon Wealth Management Services
North Carolina
$4.19M +$43.1K +556 +1%
RI
753
Ridgewood Investments
New Jersey
$4.18M +$118K +1,516 +3%
UFPG
754
United Financial Planning Group
New York
$4.18M -$37.8K -488 -0.9%
FVWA
755
Foster Victor Wealth Advisors
South Carolina
$4.17M -$115K -1,484 -3%
CPL
756
CAP Partners LLC
Tennessee
$4.17M -$951K -12,270 -19%
OFW
757
Omnia Family Wealth
Florida
$4.17M -$12.2K -158 -0.3%
MFT
758
Moisand Fitzgerald Tamayo
Florida
$4.17M -$30.5K -394 -0.8%
WMG
759
WESCAP Management Group
California
$4.12M +$24.4K +315 +0.6%
IC
760
IEQ Capital
California
$4.1M +$74.4K +960 +2%
FGA
761
Fortis Group Advisors
New Jersey
$4.07M -$11.6M -149,120 -75%
SCA
762
Snowden Capital Advisors
New York
$4.07M +$284K +3,669 +8%
ST
763
Spinnaker Trust
Maine
$4.06M -$521K -6,719 -12%
CSB
764
City State Bank
Iowa
$4.06M +$164K +2,117 +4%
CIA
765
Covington Investment Advisors
Pennsylvania
$4.05M -$111K -1,435 -3%
CST
766
Charles Schwab Trust
Nevada
$4.05M +$84.7K +1,092 +2%
VBFP
767
Valtinson Bruner Financial Planning
Minnesota
$4.03M +$177K +2,281 +5%
MW
768
Members Wealth
Pennsylvania
$4.02M -$10M -129,006 -72%
RIS
769
Retirement Income Solutions
Michigan
$4.02M -$3.25M -41,955 -75%
CCA
770
Carrera Capital Advisors
Michigan
$4M +$33.8K +436 +0.9%
FTWA
771
Fifth Third Wealth Advisors
Ohio
$4M +$62K +800 +2%
SFWC
772
Strategic Family Wealth Counselors
New Jersey
$3.98M +$229K +2,956 +6%
LA
773
Legacy Advisors
Pennsylvania
$3.96M -$132K -1,701 -3%
FLPIM
774
F.L. Putnam Investment Management
Massachusetts
$3.95M -$18.8K -242 -0.5%
MFG
775
Macco Financial Group
Wisconsin
$3.95M -$458K -5,906 -11%