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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KGP
926
Keystone Global Partners
Colorado
$1.98M -$8.93K -136 -0.5%
EWM
927
Empirical Wealth Management
Washington
$1.98M +$1.03M +15,764 +126%
RWM
928
RMG Wealth Management
Wisconsin
$1.97M +$1.82M +27,672 New
CCA
929
Clarity Capital Advisors
Florida
$1.96M +$284K +4,324 +18%
S
930
Sachetta
Massachusetts
$1.95M +$39.6K +604 +2%
PL
931
Plancorp LLC
Missouri
$1.94M -$33.9K -516 -2%
NLP
932
Next Level Private
New York
$1.93M +$6.83K +104 +0.4%
BFA
933
Beaumont Financial Advisors
Massachusetts
$1.92M +$664K +10,112 +58%
HG
934
Harbor Group
New Hampshire
$1.91M +$13.9K +212 +0.8%
KBFS
935
Kohmann Bosshard Financial Services
Ohio
$1.9M
PAM
936
Peak Asset Management
Colorado
$1.89M -$220K -3,344 -11%
SAG
937
SageView Advisory Group
California
$1.88M +$77.5K +1,180 +5%
CAGAS
938
Capital Advisory Group Advisory Services
Minnesota
$1.88M -$33.3K -508 -2%
YWS
939
Yarger Wealth Strategies
Ohio
$1.86M -$115K -1,748 -6%
OFP
940
OFC Financial Planning
New Jersey
$1.86M +$29.7K +452 +2%
KFA
941
Kelleher Financial Advisors
New York
$1.86M +$52K +792 +3%
LCC
942
Lincoln Capital Corp
Rhode Island
$1.85M -$9.19K -140 -0.5%
SFS
943
Security Financial Services
Indiana
$1.85M +$117K +1,780 +7%
CIG
944
CHB Investment Group
Pennsylvania
$1.85M -$13.7K -208 -0.8%
CC
945
Courier Capital
New York
$1.84M +$24.9K +380 +1%
DIA
946
Dana Investment Advisors
Wisconsin
$1.83M -$420K -6,404 -20%
HNB
947
Hilltop National Bank
Wyoming
$1.83M +$1.71M +26,096 New
AIM
948
AMI Investment Management
Indiana
$1.82M +$53.3K +812 +3%
SWA
949
Strata Wealth Advisors
Texas
$1.82M +$84.3K +1,284 +5%
CWA
950
Crux Wealth Advisors
California
$1.81M -$629K -9,580 -27%