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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
826
TritonPoint Wealth
Maryland
$3.03M +$240K +3,224 +8%
WF
827
Welch & Forbes
Massachusetts
$3.01M +$6.54K +88 +0.2%
MPCL
828
My Personal CFO LLC
Washington
$3.01M -$325K -4,368 -9%
IPW
829
Intergy Private Wealth
Colorado
$2.99M +$102K +1,372 +3%
SWA
830
SOA Wealth Advisors
New York
$2.98M -$24.1K -324 -0.8%
FFL
831
Financial Freedom LLC
Ohio
$2.97M +$5.94K +80 +0.2%
CAMG
832
CWA Asset Management Group
Florida
$2.97M +$106K +1,428 +4%
SIA
833
Soltis Investment Advisors
Utah
$2.95M -$1.22M -16,484 -29%
FPAS
834
Focus Partners Advisor Solutions
Missouri
$2.95M -$1.65M -22,192 -35%
SWM
835
Selby Wealth Management
California
$2.94M -$63.6K -856 -2%
BL
836
Balentine LLC
Georgia
$2.94M -$25K -336 -0.8%
BCA
837
Bay Colony Advisors
Massachusetts
$2.94M +$57.1K +768 +2%
SW
838
Simplicity Wealth
New Jersey
$2.93M -$1.15M -15,496 -28%
PI
839
PFG Investments
New York
$2.91M +$73.7K +992 +3%
MF
840
Midwestern Financial
Iowa
$2.91M +$667K +8,976 +28%
SF
841
SWP Financial
California
$2.9M +$2.38K +32 +0.1%
VAM
842
Virtue Asset Management
Illinois
$2.9M -$52.9K -712 -2%
SA
843
Sincerus Advisory
New York
$2.9M +$85K +1,144 +3%
HH
844
Hilltop Holdings
Texas
$2.89M +$201K +2,708 +7%
SIP
845
Snowwater Investment Partners
Connecticut
$2.89M -$190K -2,552 -6%
EA
846
Eclectic Associates
California
$2.87M -$49.9K -672 -2%
BFO
847
Boston Family Office
Massachusetts
$2.86M
BBWP
848
Beacon Bridge Wealth Partners
Pennsylvania
$2.85M -$211K -2,844 -7%
CAC
849
Certified Advisory Corp
Florida
$2.85M +$205K +2,760 +7%
ISFAN
850
Investor's Fiduciary Advisor Network
Washington
$2.85M -$8.03M -108,048 -73%