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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
901
Main Street Financial Solutions
Pennsylvania
$2.9M -$67.2K -867 -2%
LIA
902
Lynx Investment Advisory
District of Columbia
$2.9M +$2.44M +31,499 +707%
SP
903
Stablepoint Partners
Massachusetts
$2.89M +$74.2K +957 +3%
SBH
904
Segall Bryant & Hamill
Illinois
$2.89M +$2.78M +35,912 New
IP
905
Investment Partners
Ohio
$2.89M -$98.5K -1,270 -3%
PA
906
PFG Advisors
Arizona
$2.88M -$97.8K -1,262 -3%
TBFA
907
Three Bearings Fiduciary Advisors
New Hampshire
$2.88M -$71.7K -925 -3%
WWM
908
Western Wealth Management
Colorado
$2.88M +$33.2K +428 +1%
CWA
909
Centerline Wealth Advisors
Kentucky
$2.87M -$66.1K -853 -2%
JAA
910
Joel Adams & Associates
North Carolina
$2.87M -$13.1K -169 -0.5%
PCM
911
Pennsylvania Capital Management
Pennsylvania
$2.86M +$543 +7 +0%
CI
912
Conning Inc
Connecticut
$2.85M
DWM
913
Dogwood Wealth Management
Kansas
$2.85M
Allspring Global Investments
914
Allspring Global Investments
North Carolina
$2.85M +$294K +3,790 +12%
NPI
915
New Perspectives Inc
Mississippi
$2.83M -$20.2K -261 -0.7%
IP
916
Intellectus Partners
California
$2.82M +$1.47K +19 +0.1%
SWA
917
SOA Wealth Advisors
New York
$2.81M -$513K -6,618 -16%
ACA
918
Affinity Capital Advisors
California
$2.8M -$10.6K -137 -0.4%
Vanguard Personalized Indexing Management
919
Vanguard Personalized Indexing Management
California
$2.8M +$10.9K +140 +0.4%
MFPI
920
Midwest Financial Partners Investments
Minnesota
$2.79M +$784K +10,118 +41%
PFSC
921
Peoples Financial Services Corp
Pennsylvania
$2.78M +$19.9K +257 +0.7%
BOC
922
Bull Oak Capital
California
$2.78M -$236K -3,044 -8%
IFA
923
Index Fund Advisors
California
$2.78M +$86.1K +1,111 +3%
CPA
924
Compass Planning Associates
Massachusetts
$2.77M +$773K +9,966 +41%
RCS
925
R2 Capital Strategies
Nebraska
$2.76M +$2.65M +34,226 New