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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
926
Interchange Capital Partners
Pennsylvania
$1.47M -$25.1K -400 -2%
CAM
927
Chandler Asset Management
California
$1.46M
MGWM
928
Marks Group Wealth Management
Minnesota
$1.46M +$8.29K +132 +0.6%
BFG
929
Beacon Financial Group
Texas
$1.46M
ML
930
Mayport LLC
Massachusetts
$1.44M
ACA
931
Affinity Capital Advisors
California
$1.44M -$93.4K -1,488 -6%
KAS
932
KPP Advisory Services
Kentucky
$1.44M -$18.8K -300 -1%
PT
933
Plimoth Trust
Massachusetts
$1.43M +$73.1K +1,164 +6%
EFG
934
Everhart Financial Group
Ohio
$1.43M +$51.5K +820 +4%
MSF
935
Mustard Seed Financial
Arkansas
$1.43M -$2.51K -40 -0.2%
SWA
936
Strata Wealth Advisors
Texas
$1.42M +$131K +2,084 +11%
FA
937
Fermata Advisors
California
$1.42M +$559K +8,900 +70%
LWMNY
938
Landmark Wealth Management (New York)
New York
$1.42M +$1.35M +21,520 New
CC
939
Courier Capital
New York
$1.41M +$50.7K +808 +4%
TA
940
TrueWealth Advisors
Alabama
$1.41M -$28.1K -448 -2%
GC
941
Grimes & Company
Massachusetts
$1.41M -$5.53K -88 -0.4%
IWA
942
Inspirion Wealth Advisors
Illinois
$1.4M
SOS
943
Silver Oak Securities
Tennessee
$1.4M +$263K +4,184 +23%
SWA
944
Strategies Wealth Advisors
Michigan
$1.39M +$65.3K +1,040 +5%
BFO
945
Biltmore Family Office
North Carolina
$1.37M
HWMO
946
Heritage Wealth Management (Ohio)
Ohio
$1.36M -$128K -2,044 -9%
CHAM
947
Clear Harbor Asset Management
Connecticut
$1.36M -$4.27K -68 -0.3%
GSIAS
948
Garden State Investment Advisory Services
New Jersey
$1.36M -$19.8K -316 -2%
FDCP
949
Foster Dykema Cabot & Partners
Massachusetts
$1.36M +$1.29M +20,548 New
WWM
950
WT Wealth Management
Arizona
$1.35M +$286K +4,548 +29%