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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
901
Peoples Financial Services Corp
Pennsylvania
$2.49M -$198K -2,720 -7%
TDWM
902
Topel & Distasi Wealth Management
California
$2.47M +$24.7K +340 +1%
SHGA
903
Sand Hill Global Advisors
California
$2.47M -$3.49K -48 -0.1%
FCA
904
FLC Capital Advisors
California
$2.46M -$6.96M -95,712 -74%
V
905
VeraBank
Texas
$2.45M -$96K -1,320 -4%
FGA
906
Fortis Group Advisors
New Jersey
$2.45M -$56.2K -772 -2%
FWM
907
Fingerlakes Wealth Management
New York
$2.43M +$1.75K +24 +0.1%
PWC
908
Pathfinder Wealth Consulting
North Carolina
$2.43M +$2.44M +33,548 New
MWA
909
Monograph Wealth Advisors
California
$2.43M
TCA
910
Transcend Capital Advisors
New Jersey
$2.43M -$289K -3,976 -11%
BTI
911
Blue Trust Inc
Georgia
$2.42M +$67.2K +924 +3%
BA
912
Bridgewater Advisors
New York
$2.42M
SWM
913
Segment Wealth Management
Texas
$2.42M +$548K +7,536 +29%
IFA
914
Index Fund Advisors
California
$2.41M -$165K -2,272 -6%
CCA
915
Clarity Capital Advisors
Florida
$2.41M +$370K +5,080 +18%
HWA
916
Heritage Wealth Advisors
Virginia
$2.4M -$103K -1,420 -4%
DWM
917
Defined Wealth Management
Oregon
$2.38M -$37K -508 -2%
HCMT
918
Highland Capital Management (Tennessee)
Tennessee
$2.38M
DC
919
DeDora Capital
California
$2.36M -$17.5K -240 -0.7%
CIA
920
Choate Investment Advisors
Massachusetts
$2.35M -$2.91M -40,028 -55%
USCWA
921
U.S. Capital Wealth Advisors
Texas
$2.34M +$182K +2,504 +8%
VR
922
Vision Retirement
New Jersey
$2.34M +$2.34M +32,196 New
EFL
923
ERn Financial LLC
Wisconsin
$2.33M -$41.3K -568 -2%
PFA
924
Portland Financial Advisors
New York
$2.33M +$23.3K +320 +1%
ACA
925
Affinity Capital Advisors
California
$2.32M +$240K +3,296 +11%