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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
776
Beacon Financial Advisory
Ohio
$1.31M -$32.8K -524 -2%
MFG
777
Magnus Financial Group
New York
$1.3M +$1.06M +16,932 +476%
SIC
778
Sigma Investment Counselors
Michigan
$1.3M
SWM
779
Segment Wealth Management
Texas
$1.3M +$1.5K +24 +0.1%
CWA
780
CJM Wealth Advisers
Virginia
$1.3M +$1.28M +20,468 New
GWM
781
GoalFusion Wealth Management
Texas
$1.3M +$1.48M +23,596 New
SWA
782
Sutton Wealth Advisors
Florida
$1.3M +$220K +3,516 +21%
TCWM
783
Total Clarity Wealth Management
Illinois
$1.29M -$180K -2,872 -12%
Financial Engines Advisors
784
Financial Engines Advisors
California
$1.29M +$197K +3,140 +18%
PCIA
785
Prime Capital Investment Advisors
Kansas
$1.29M +$1.27M +20,316 New
ACM
786
AlphaStar Capital Management
North Carolina
$1.29M -$14K -224 -1%
RSVP
787
Ramsay Stattman Vela & Price
Colorado
$1.29M
BMWM
788
Brown Miller Wealth Management
Virginia
$1.28M +$285K +4,540 +29%
HWMG
789
Hurlow Wealth Management Group
Indiana
$1.28M +$49.9K +796 +3%
CCG
790
Cypress Capital Group
Florida
$1.28M +$1.26M +20,056 New
HKIMG
791
Hutchens & Kramer Investment Management Group
Indiana
$1.28M +$1.35M +21,496 New
AWA
792
Alta Wealth Advisors
Massachusetts
$1.27M -$1.5K -24 -0.1%
FB
793
Fulton Bank
Pennsylvania
$1.27M -$251 -4 -0%
TI
794
Trexquant Investment
Connecticut
$1.27M +$692K +11,036 +125%
FLA
795
Financial Life Advisors
Texas
$1.26M -$4.26K -68 -0.3%
MWM
796
Maltin Wealth Management
New Jersey
$1.26M +$149K +2,380 +14%
MG
797
MilWealth Group
Wisconsin
$1.25M -$63.7K -1,016 -5%
ECM
798
EagleClaw Capital Management
Massachusetts
$1.25M
IC
799
IEQ Capital
California
$1.24M
AIA
800
Avalon Investment & Advisory
Texas
$1.24M +$1.22M +19,456 New