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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
Segment Wealth Management
Texas
$1.22M +$1.41K +24 +0.1%
CWA
802
CJM Wealth Advisers
Virginia
$1.22M +$235 +4 +0%
RSVP
803
Ramsay Stattman Vela & Price
Colorado
$1.2M
SEP
804
Southland Equity Partners
Missouri
$1.2M +$136K +2,316 +13%
IC
805
IEQ Capital
California
$1.19M +$29.1K +496 +3%
MWM
806
Maltin Wealth Management
New Jersey
$1.18M +$10.1K +172 +0.9%
WJWM
807
Williams Jones Wealth Management
New York
$1.18M +$23.5K +400 +2%
MG
808
MilWealth Group
Wisconsin
$1.17M -$469 -8 -0%
ECM
809
EagleClaw Capital Management
Massachusetts
$1.17M
UWM
810
USAdvisors Wealth Management
Minnesota
$1.16M +$1.14M +19,452 New
GWAM
811
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.15M +$38K +648 +3%
RWRC
812
R.W. Roge & Company
New York
$1.15M -$4.93K -84 -0.4%
HT
813
HighTower Trust
Texas
$1.15M
First Manhattan
814
First Manhattan
New York
$1.14M +$32.4K +552 +3%
AWA
815
Alta Wealth Advisors
Massachusetts
$1.14M -$46.2K -788 -4%
GLA
816
Great Lakes Advisors
Illinois
$1.13M +$34.3K +584 +3%
MJRIC
817
Mogy Joel R Investment Counsel
California
$1.13M
CCA
818
Checchi Capital Advisers
California
$1.13M +$520K +8,860 +88%
FB
819
Fulton Bank
Pennsylvania
$1.13M -$55.9K -952 -5%
SWM
820
Stockman Wealth Management
Montana
$1.13M -$210K -3,576 -16%
SSWM
821
Smith Salley Wealth Management
North Carolina
$1.12M -$14.3K -244 -1%
EP
822
Eudaimonia Partners
Tennessee
$1.12M +$1.11M +18,852 New
CFG
823
Citizens Financial Group
Rhode Island
$1.1M +$80.3K +1,368 +8%
SWA
824
Strategies Wealth Advisors
Michigan
$1.1M +$628K +10,708 +136%
FAB
825
First American Bank
Illinois
$1.1M +$1.09M +18,520 New