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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
F.L. Putnam Investment Management
751
F.L. Putnam Investment Management
Massachusetts
$1.51M -$6.52K -128 -0.4%
Azimuth Capital Investment Management
752
Azimuth Capital Investment Management
Michigan
$1.51M – – –
Smith Salley Wealth Management
753
Smith Salley Wealth Management
North Carolina
$1.5M +$552K +10,840 +58%
VBFP
754
Valtinson Bruner Financial Planning
Minnesota
$1.5M -$4.08K -80 -0.3%
GWANC
755
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.5M +$42.6K +836 +3%
LS
756
Leelyn Smith
Illinois
$1.48M – – –
IA
757
IFG Advisors
Missouri
$1.47M -$44.4K -872 -3%
SageView Advisory Group
758
SageView Advisory Group
California
$1.46M +$1.46M +28,660 New
ACA
759
Atlas Capital Advisors
Wyoming
$1.46M +$288K +5,648 +25%
WI
760
Wintrust Investments
Illinois
$1.46M +$28.1K +552 +2%
BCA
761
Bay Colony Advisors
Massachusetts
$1.46M +$68.9K +1,352 +5%
Neuberger Berman Group
762
Neuberger Berman Group
New York
$1.45M – – –
ACA
763
Affinity Capital Advisors
California
$1.45M +$58.5K +1,148 +4%
Meridian Wealth Management
764
Meridian Wealth Management
Kentucky
$1.45M +$58.9K +1,156 +4%
PD
765
Planning Directions
Pennsylvania
$1.45M -$20K -392 -1%
SW
766
StrongBox Wealth
Missouri
$1.44M +$72.3K +1,420 +5%
Krilogy Financial
767
Krilogy Financial
Missouri
$1.43M +$336K +6,596 +31%
Choreo LLC
768
Choreo LLC
Illinois
$1.43M -$80.3K -1,576 -5%
AL
769
ACAS LLC
California
$1.43M +$1.43M +28,076 New
CIA
770
Covington Investment Advisors
Pennsylvania
$1.43M +$32K +628 +2%
BFO
771
Boston Family Office
Massachusetts
$1.42M +$295K +5,800 +26%
NLP
772
Next Level Private
New York
$1.42M -$38.9K -764 -3%
BWM
773
Benchmark Wealth Management
Connecticut
$1.41M +$33.2K +652 +2%
RVPG
774
Relative Value Partners Group
$1.41M +$389K +7,628 +38%
SAS
775
Sanford Advisory Services
Michigan
$1.4M +$524K +10,288 +60%