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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
751
RFG Advisory
Alabama
$980K -$27.3K -452 -3%
GWM
752
Greenhouse Wealth Management
Connecticut
$978K +$1.69K +28 +0.2%
SEP
753
Southland Equity Partners
Missouri
$971K +$18.6K +308 +2%
OPS
754
Orion Portfolio Solutions
Nebraska
$961K -$776K -12,840 -44%
WA
755
Wealth Architects
California
$958K +$189K +3,132 +24%
RT
756
Rockland Trust
Massachusetts
$946K
TSWM
757
Triangle Securities Wealth Management
North Carolina
$943K
TA
758
TFG Advisers
Michigan
$943K +$31.4K +520 +3%
MA
759
MJP Associates
Connecticut
$937K +$725 +12 +0.1%
ADL
760
Asset Dedication LLC
California
$936K +$319K +5,272 +50%
Vanguard Personalized Indexing Management
761
Vanguard Personalized Indexing Management
California
$935K +$725 +12 +0.1%
GWM
762
Geneos Wealth Management
Colorado
$935K +$26.8K +444 +3%
FA
763
Flagstar Advisors
New York
$934K +$953K +15,772 New
BWM
764
BigSur Wealth Management
Florida
$933K
MAM
765
Marotta Asset Management
Virginia
$932K +$725 +12 +0.1%
BMWM
766
Brown Miller Wealth Management
Virginia
$923K +$8.46K +140 +0.9%
WCM
767
WealthBridge Capital Management
Ohio
$922K +$6.28K +104 +0.7%
SVCP
768
Silicon Valley Capital Partners
California
$917K -$124K -2,048 -12%
WI
769
Wintrust Investments
Illinois
$907K +$74.2K +1,228 +9%
EFG
770
Everhart Financial Group
Ohio
$902K +$83.9K +1,388 +10%
OA
771
Oxbow Advisors
Texas
$900K
SAS
772
Sanford Advisory Services
Michigan
$896K +$30.2K +500 +3%
BHIA
773
Birch Hill Investment Advisors
Massachusetts
$893K +$16K +264 +2%
First Manhattan
774
First Manhattan
New York
$891K
MPCG
775
Matrix Private Capital Group
New York
$891K +$3.14K +52 +0.3%