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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIG
826
McGuire Investment Group
Rhode Island
$584K
AP
827
Americana Partners
Texas
$582K
TFF
828
The Family Firm
Maryland
$580K +$868 +16 +0.2%
AF
829
Allworth Financial
California
$576K -$7.16K -132 -1%
WFA
830
Wellspring Financial Advisors
Ohio
$575K +$188K +3,472 +25%
MWM
831
Mission Wealth Management
California
$571K -$11.1K -204 -2%
RIA
832
Realta Investment Advisors
Delaware
$566K +$65.1K +1,200 +13%
KF
833
Krilogy Financial
Missouri
$565K +$114K +2,092 +26%
PG
834
Prostatis Group
Maryland
$564K -$5.23M -96,460 -90%
AWM
835
Accel Wealth Management
Iowa
$562K +$52.3K +964 +10%
VBFP
836
Valtinson Bruner Financial Planning
Minnesota
$562K +$210K +3,864 +66%
DDC
837
DF Dent & Co
Maryland
$561K -$108K -1,996 -16%
ONST
838
Old North State Trust
North Carolina
$561K -$10.6K -196 -2%
GWM
839
GSB Wealth Management
Connecticut
$560K +$549K +10,116 New
OWA
840
Octavia Wealth Advisors
Ohio
$555K +$130K +2,404 +32%
SFO
841
Stokes Family Office
Louisiana
$554K +$22.8K +420 +4%
GIA
842
Gladstone Institutional Advisory
Florida
$551K +$27.8K +512 +5%
PFM
843
Parsec Financial Management
North Carolina
$544K +$119K +2,196 +29%
WAM
844
WNY Asset Management
New York
$543K -$9.98K -184 -2%
NCMW
845
Northern Capital Management (Washington)
Washington
$542K +$532K +9,800 New
CRCM
846
Corbett Road Capital Management
Virginia
$540K -$342K -6,308 -39%
FNB
847
Farmers National Bank
Kentucky
$538K +$3.26K +60 +0.6%
Chevy Chase Trust
848
Chevy Chase Trust
Maryland
$535K +$104K +1,912 +25%
CAM
849
Crestone Asset Management
Colorado
$535K +$524K +9,660 New
PO
850
Private Ocean
California
$533K