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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
801
Haverford Trust Company
Pennsylvania
$2.5M +$364K +5,368 +16%
HNWAG
802
High Net Worth Advisory Group
Florida
$2.5M +$90.4K +1,332 +4%
VCM
803
Vivaldi Capital Management
Illinois
$2.49M -$27.2K -400 -1%
AWM
804
Apex Wealth Management
New Hampshire
$2.49M +$2.56M +37,760 New
MWM
805
Maltin Wealth Management
New Jersey
$2.49M +$198K +2,912 +8%
FRA
806
Frank Rimerman Advisors
California
$2.48M +$106K +1,564 +4%
BI
807
Beckerman Institutional
New Jersey
$2.47M +$175K +2,572 +7%
National Bank of Canada
808
National Bank of Canada
Quebec, Canada
$2.47M +$774K +11,396 +44%
CM
809
Columbus Macro
Pennsylvania
$2.46M -$55.7K -820 -2%
TCG
810
Transcendent Capital Group
Oklahoma
$2.43M -$47.3K -696 -2%
MAC
811
Mason & Associates (California)
California
$2.42M +$290K +4,272 +13%
FMII
812
Farmers & Merchants Investments Inc
Nebraska
$2.41M +$14.1K +208 +0.6%
CWA
813
CM Wealth Advisors
Ohio
$2.4M +$6.52K +96 +0.3%
CWA
814
Crux Wealth Advisors
California
$2.4M +$2.47M +36,356 New
FAIM
815
Financial Advocates Investment Management
Washington
$2.39M -$423K -6,232 -15%
IA
816
IFG Advisors
Missouri
$2.39M +$8.96K +132 +0.4%
MSFS
817
Main Street Financial Solutions
Pennsylvania
$2.39M -$663K -9,768 -21%
WFA
818
Wells Financial Advisors
Massachusetts
$2.38M -$391K -5,756 -14%
DWM
819
Dogwood Wealth Management
Kansas
$2.37M +$5.43K +80 +0.2%
IP
820
Intellectus Partners
California
$2.37M +$28.5K +420 +1%
IFA
821
Index Fund Advisors
California
$2.34M -$7.88K -116 -0.3%
FWM
822
Fingerlakes Wealth Management
New York
$2.33M -$14.9K -220 -0.6%
RSWM
823
Robertson Stephens Wealth Management
California
$2.32M -$33.1K -488 -1%
EFL
824
ERn Financial LLC
Wisconsin
$2.31M -$69.5K -1,024 -3%
WFA
825
West Financial Advisors
Iowa
$2.29M -$15.5K -228 -0.7%