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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
851
Global Financial Private Capital
Florida
$252K -$1.84K -48 -0.8%
AWA
852
Acorn Wealth Advisors
Michigan
$252K
MIA
853
MainStreet Investment Advisors
Illinois
$251K +$235K +6,132 New
PWA
854
Physician Wealth Advisors
Utah
$250K -$3.22K -84 -1%
FFWA
855
FRG Family Wealth Advisors
Washington
$250K
NGA
856
Naples Global Advisors
Florida
$250K +$460 +12 +0.2%
MG
857
McCutchen Group
Washington
$249K
CFA
858
CWS Financial Advisors
Michigan
$249K +$1.69K +44 +0.7%
FPGK
859
Financial Partners Group (Kansas)
Kansas
$249K +$232K +6,068 New
WWM
860
Western Wealth Management
Colorado
$248K +$231K +6,032 New
PS
861
Portfolio Solutions
Michigan
$247K +$231K +6,028 New
LRPA
862
L. Roy Papp & Associates
Arizona
$246K +$230K +6,012 New
RVPG
863
Relative Value Partners Group
$245K -$25.9K -676 -10%
WA
864
WP Advisors
California
$245K +$229K +5,976 New
FPCM
865
Financial Partners Capital Management
New York
$244K +$228K +5,960 New
MCM
866
McMillion Capital Management
North Carolina
$243K +$10.9K +284 +5%
IFG
867
Independent Financial Group
California
$242K +$226K +5,908 New
Members Trust
868
Members Trust
Florida
$242K +$227K +5,916 New
MWP
869
Meridian Wealth Partners
Pennsylvania
$241K +$62.4K +1,628 +38%
HGWM
870
Harvest Group Wealth Management
Massachusetts
$238K -$15.8K -412 -7%
MIM
871
Marco Investment Management
Georgia
$237K +$221K +5,776 New
NB
872
Nicolet Bankshares
Wisconsin
$236K -$62.2K -1,624 -22%
SAM
873
Silvercrest Asset Management
New York
$236K +$221K +5,768 New
LWM
874
Lyell Wealth Management
California
$235K -$18.1K -472 -8%
RMA
875
Roffman Miller Associates
Pennsylvania
$235K +$220K +5,736 New