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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
826
GC Wealth Management RIA
Massachusetts
$2.95M -$1.65M -22,692 -36%
EA
827
Eclectic Associates
California
$2.95M +$59.1K +812 +2%
SF
828
SWP Financial
California
$2.93M +$112K +1,536 +4%
SFS
829
Summit Financial Strategies
Ohio
$2.93M +$122K +1,676 +4%
IPW
830
Intergy Private Wealth
Colorado
$2.92M +$32.9K +452 +1%
DSC
831
Duncker Streett & Co
Missouri
$2.91M -$16.9K -232 -0.6%
BCA
832
Bay Colony Advisors
Massachusetts
$2.91M +$22.7K +312 +0.8%
CAMG
833
CWA Asset Management Group
Florida
$2.9M +$7.27K +100 +0.3%
BFO
834
Boston Family Office
Massachusetts
$2.89M +$60.2K +828 +2%
PI
835
PFG Investments
New York
$2.87M +$74.5K +1,024 +3%
AF
836
Affiance Financial
Minnesota
$2.86M +$340K +4,680 +13%
AMM
837
American Money Management
California
$2.85M -$90.2K -1,240 -3%
MPW
838
MGO Private Wealth
California
$2.85M -$129K -1,772 -4%
BOC
839
Bull Oak Capital
California
$2.85M -$221K -3,040 -7%
SA
840
Sincerus Advisory
New York
$2.84M +$18.9K +260 +0.7%
WSFS
841
Wilmington Savings Fund Society
Delaware
$2.84M +$929K +12,776 +48%
GSIAS
842
Garden State Investment Advisory Services
New Jersey
$2.84M -$6.69K -92 -0.2%
PAS
843
PKS Advisory Services
New York
$2.84M +$2.85M +39,136 New
TW
844
TritonPoint Wealth
Maryland
$2.83M +$152K +2,092 +6%
RPCONE
845
Retirement Planning Company of New England
Rhode Island
$2.81M -$78.3K -1,076 -3%
FMII
846
Farmers & Merchants Investments Inc
Nebraska
$2.8M -$4.07K -56 -0.1%
TBFA
847
Three Bearings Fiduciary Advisors
New Hampshire
$2.75M +$2.7M +37,128 New
MW
848
Members Wealth
Pennsylvania
$2.75M +$340K +4,676 +15%
NA
849
NWM Advisors
California
$2.74M +$2.75M +37,832 New
FPFC
850
Financial Planning Fort Collins
Colorado
$2.74M +$2.75M +37,784 New