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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
876
Main Street Financial Solutions
Pennsylvania
$2.65M -$66K -888 -2%
2WWM
877
21 West Wealth Management
California
$2.64M +$1.78K +24 +0.1%
AFM
878
Abbot Financial Management
Massachusetts
$2.64M -$14.9K -200 -0.5%
Susquehanna International Group
879
Susquehanna International Group
Pennsylvania
$2.64M +$1.43M +19,308 +111%
PWMA
880
Pension & Wealth Management Advisors
Massachusetts
$2.64M -$25K -336 -0.9%
TBFA
881
Three Bearings Fiduciary Advisors
New Hampshire
$2.63M -$33.3K -448 -1%
SFCL
882
Strengthening Families & Communities LLC
Massachusetts
$2.63M +$2.72M +36,624 New
GIM
883
Goelzer Investment Management
Indiana
$2.63M
WWA
884
Wingate Wealth Advisors
Massachusetts
$2.62M +$161K +2,172 +6%
ACS
885
Archford Capital Strategies
Illinois
$2.62M +$2.71M +36,532 New
CWA
886
Centerline Wealth Advisors
Kentucky
$2.62M -$1.44M -19,404 -35%
CWA
887
CM Wealth Advisors
Ohio
$2.61M
EWM
888
Empirical Wealth Management
Washington
$2.61M -$18.1K -244 -0.7%
LPAM
889
Lodestar Private Asset Management
California
$2.59M +$99.9K +1,344 +4%
SVWAG
890
Sound View Wealth Advisors Group
Georgia
$2.58M +$88K +1,184 +3%
SHGA
891
Sand Hill Global Advisors
California
$2.57M +$135K +1,812 +5%
JAA
892
Joel Adams & Associates
North Carolina
$2.57M -$39.2K -528 -1%
PG
893
Patten Group
Tennessee
$2.56M -$11.6K -156 -0.4%
BFA
894
Beaumont Financial Advisors
Massachusetts
$2.56M +$302K +4,060 +13%
PCM
895
Pennsylvania Capital Management
Pennsylvania
$2.55M
CI
896
Conning Inc
Connecticut
$2.54M -$499K -6,712 -16%
NPI
897
New Perspectives Inc
Mississippi
$2.54M -$28.5K -384 -1%
DWM
898
Dogwood Wealth Management
Kansas
$2.54M -$22K -296 -0.8%
AWM
899
AAF Wealth Management
Massachusetts
$2.53M -$42.8K -576 -2%
CFG
900
Cornerstone Financial Group
Nebraska
$2.52M +$7.37M +99,140 +315%