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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
751
City State Bank
Iowa
$3.28M -$82.4K -1,148 -3%
BA
752
BCM Advisors
Louisiana
$3.25M +$120K +1,676 +4%
RIS
753
Richmond Investment Services
Wisconsin
$3.24M -$590K -8,216 -16%
FPW
754
Flywheel Private Wealth
California
$3.24M -$35K -488 -1%
SFWC
755
Strategic Family Wealth Counselors
New Jersey
$3.24M +$210K +2,920 +7%
SWA
756
SOA Wealth Advisors
New York
$3.24M -$68.4K -952 -2%
EWA
757
Encompass Wealth Advisors
Oregon
$3.23M +$10.6K +148 +0.3%
CAWM
758
Capital Advisors Wealth Management
Washington
$3.22M +$416K +5,796 +15%
RCIM
759
Red Cedar Investment Management
Michigan
$3.22M
PIA
760
Perennial Investment Advisors
California
$3.21M +$578K +8,048 +23%
QCG
761
Quadrant Capital Group
Ohio
$3.21M -$203K -2,820 -6%
NAS
762
NWF Advisory Services
California
$3.2M -$153K -2,128 -5%
FFW
763
Fusion Family Wealth
New York
$3.18M -$8.33K -116 -0.3%
SFPM
764
Sensible Financial Planning & Management
Massachusetts
$3.14M -$74.1K -1,032 -2%
RWP
765
Revolve Wealth Partners
New Jersey
$3.14M -$88.2K -1,228 -3%
SC
766
Sepio Capital
Utah
$3.11M -$262K -3,652 -8%
BOC
767
Bull Oak Capital
California
$3.1M -$1.07M -14,908 -26%
MAC
768
Mason & Associates (California)
California
$3.1M +$136K +1,892 +5%
CFA
769
CWS Financial Advisors
Michigan
$3.1M +$26.1K +364 +0.9%
CI
770
Conning Inc
Connecticut
$3.09M
TFS
771
Thoroughbred Financial Services
Tennessee
$3.09M +$39.9K +556 +1%
SBH
772
Segall Bryant & Hamill
Illinois
$3.09M -$73.3K -1,020 -2%
FL
773
FreeGulliver LLC
Louisiana
$3.07M +$170K +2,372 +6%
FFL
774
Financial Freedom LLC
Ohio
$3.06M -$14.4K -200 -0.5%
Fiera Capital (Canada)
775
Fiera Capital (Canada)
Quebec, Canada
$3.04M -$22.4K -312 -0.7%