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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACI
926
Alpha Cubed Investments
California
$1.17M -$110K -2,052 -9%
SF
927
Safeguard Financial
Wisconsin
$1.16M +$42.1K +788 +4%
MCM
928
MidAtlantic Capital Management
Virginia
$1.16M +$1.06M +19,876 New
HPC
929
HM Payson & Co
Maine
$1.15M -$88.7K -1,660 -8%
CFFP
930
Center for Financial Planning
Michigan
$1.15M
GC
931
Guidance Capital
Kentucky
$1.14M -$55.1K -1,032 -5%
National Bank of Canada
932
National Bank of Canada
Quebec, Canada
$1.14M +$287K +5,376 +38%
PIA
933
Perennial Investment Advisors
California
$1.13M +$106K +1,984 +11%
WWM
934
WT Wealth Management
Arizona
$1.13M +$1.04M +19,460 New
LWMNY
935
Landmark Wealth Management (New York)
New York
$1.13M +$18K +336 +2%
NCMW
936
Northern Capital Management (Washington)
Washington
$1.13M +$66.5K +1,244 +7%
RWRC
937
R.W. Roge & Company
New York
$1.13M
O3W
938
Omni 360 Wealth
New Jersey
$1.13M +$1.03M +19,344 New
SWA
939
Strategies Wealth Advisors
Michigan
$1.12M -$236K -4,408 -19%
SP
940
Stablepoint Partners
Massachusetts
$1.12M +$1.03M +19,280 New
ECM
941
Evergreen Capital Management
Washington
$1.11M -$29.9K -560 -3%
ECM
942
EagleClaw Capital Management
Massachusetts
$1.11M
SOS
943
Silver Oak Securities
Tennessee
$1.11M -$1.92K -36 -0.2%
MBT
944
Montecito Bank & Trust
California
$1.09M +$4.92K +92 +0.5%
NPT
945
Nixon Peabody Trust
Massachusetts
$1.09M +$282K +5,272 +39%
NF
946
Nvest Financial
New Hampshire
$1.08M +$145K +2,716 +17%
CWMGP
947
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.08M -$18K -336 -2%
MWPCG
948
Measured Wealth Private Client Group
New Hampshire
$1.08M
GLA
949
Good Life Advisors
Pennsylvania
$1.08M -$202K -3,788 -17%
HNW
950
High Note Wealth
Minnesota
$1.07M -$26.5K -496 -3%