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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
751
Sensible Financial Planning & Management
Massachusetts
$3.06M -$50.9K -776 -2%
SIA
752
Soltis Investment Advisors
Utah
$3.05M +$195K +2,964 +7%
HCWM
753
Hidden Cove Wealth Management
Washington
$3.04M +$1.19M +18,076 +71%
FFW
754
Fusion Family Wealth
New York
$3.04M
SBH
755
Segall Bryant & Hamill
Illinois
$3.01M -$188K -2,864 -6%
FI
756
Financial Insights
Washington
$2.99M -$364K -5,544 -11%
MWM
757
Maltin Wealth Management
New Jersey
$2.98M +$171K +2,612 +7%
GJIA
758
Glass Jacobson Investment Advisors
Maryland
$2.98M -$247K -3,764 -8%
PIAS
759
PCA Investment Advisory Services
Ohio
$2.98M +$114K +1,740 +4%
BCI
760
Brinker Capital Investments
Pennsylvania
$2.97M -$45.4K -692 -2%
AWM
761
AE Wealth Management
Kansas
$2.95M -$1.36M -20,652 -33%
CI
762
Conning Inc
Connecticut
$2.95M
BCA
763
Bay Colony Advisors
Massachusetts
$2.94M -$2.63K -40 -0.1%
FFL
764
Financial Freedom LLC
Ohio
$2.93M -$108K -1,648 -4%
CFA
765
CWS Financial Advisors
Michigan
$2.92M -$108K -1,644 -4%
Fiera Capital (Canada)
766
Fiera Capital (Canada)
Quebec, Canada
$2.92M -$49.4K -752 -2%
TFS
767
Thoroughbred Financial Services
Tennessee
$2.91M +$304K +4,624 +13%
SSI
768
Scott & Selber Inc
Texas
$2.9M
ISFAN
769
Investor's Fiduciary Advisor Network
Washington
$2.9M +$56.5K +860 +2%
MPW
770
MGO Private Wealth
California
$2.89M -$68.5K -1,044 -2%
BL
771
Balentine LLC
Georgia
$2.88M
SFWC
772
Strategic Family Wealth Counselors
New Jersey
$2.88M -$151K -2,296 -5%
AMM
773
American Money Management
California
$2.88M -$2.1K -32 -0.1%
AWM
774
Accredited Wealth Management
Kentucky
$2.87M +$81.4K +1,240 +3%
MWM
775
Mittelman Wealth Management
Massachusetts
$2.87M +$502K +7,648 +23%