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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
826
Sequoia Financial Advisors
Ohio
$2.54M +$41K +624 +2%
VCM
827
Vivaldi Capital Management
Illinois
$2.53M -$7.35K -112 -0.3%
Russell Investments Group
828
Russell Investments Group
United Kingdom
$2.53M +$687K +10,472 +41%
V
829
VeraBank
Texas
$2.53M +$329K +5,008 +16%
BFO
830
Boston Family Office
Massachusetts
$2.52M +$274K +4,176 +13%
DWM
831
Dogwood Wealth Management
Kansas
$2.52M -$13.1K -200 -0.6%
CAC
832
Certified Advisory Corp
Florida
$2.51M +$82.7K +1,260 +4%
Vanguard Personalized Indexing Management
833
Vanguard Personalized Indexing Management
California
$2.51M -$27.6K -420 -1%
FRA
834
Frank Rimerman Advisors
California
$2.51M
NPI
835
New Perspectives Inc
Mississippi
$2.5M -$95.8K -1,460 -4%
PIA
836
Perennial Investment Advisors
California
$2.49M +$542K +8,260 +30%
SWM
837
SeaCrest Wealth Management
New York
$2.49M +$135K +2,056 +6%
IFA
838
Index Fund Advisors
California
$2.48M -$5.25K -80 -0.2%
CCG
839
Chatham Capital Group
Georgia
$2.48M +$253K +3,860 +12%
JAA
840
Joel Adams & Associates
North Carolina
$2.48M -$259K -3,940 -10%
LNWWM
841
Laird Norton Wetherby Wealth Management
California
$2.47M +$2.32M +35,332 New
2WWM
842
21 West Wealth Management
California
$2.47M +$2.32M +35,328 New
RSWM
843
Robertson Stephens Wealth Management
California
$2.46M -$139K -2,112 -6%
IP
844
Intellectus Partners
California
$2.45M
National Bank of Canada
845
National Bank of Canada
Quebec, Canada
$2.44M -$24M -366,168 -91%
AG
846
AlTi Global
New York
$2.44M -$433K -6,604 -16%
PI
847
PFG Investments
New York
$2.44M +$390K +5,948 +21%
WFA
848
Wells Financial Advisors
Massachusetts
$2.44M -$129K -1,972 -5%
IA
849
IFG Advisors
Missouri
$2.43M +$37K +564 +2%
SSWM
850
Sheets Smith Wealth Management
North Carolina
$2.43M +$82.4K +1,256 +4%