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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
926
REDW Wealth
New Mexico
$2.32M -$155K -2,124 -6%
SG
927
Sherry Group
Arkansas
$2.32M +$2.3M +31,648 New
WDG
928
Wealth Dimensions Group
Ohio
$2.31M -$13.4K -184 -0.6%
FCM
929
Fell Capital Management
California
$2.31M +$2.31M +31,776 New
MF
930
Midwestern Financial
Iowa
$2.29M +$365K +5,016 +19%
BFA
931
Beaumont Financial Advisors
Massachusetts
$2.29M +$293K +4,028 +15%
CFG
932
Cornerstone Financial Group
Nebraska
$2.29M +$1.72M +23,688 +303%
NEWAS
933
N.E.W. Advisory Services
Wisconsin
$2.28M -$55.3K -760 -2%
IWA
934
Inspirion Wealth Advisors
Illinois
$2.26M +$718K +9,872 +46%
SP
935
Stablepoint Partners
Massachusetts
$2.26M -$2.33K -32 -0.1%
IF
936
Ironwood Financial
Arizona
$2.23M +$143K +1,968 +7%
HCM
937
Howland Capital Management
Massachusetts
$2.22M
SPF
938
South Plains Financial
Texas
$2.21M
RFM
939
Royal Fund Management
Florida
$2.2M +$430K +5,912 +24%
MI
940
Moneywise Inc
Virginia
$2.2M -$393K -5,400 -15%
PT
941
Plimoth Trust
Massachusetts
$2.2M +$11.1K +152 +0.5%
AG
942
AlTi Global
New York
$2.19M -$148K -2,036 -6%
ML
943
Mayport LLC
Massachusetts
$2.18M +$579K +7,960 +36%
JWA
944
JFS Wealth Advisors
Pennsylvania
$2.16M +$11.1K +152 +0.5%
BFA
945
Bragg Financial Advisors
North Carolina
$2.15M -$1.75K -24 -0.1%
APWM
946
Argonautica Private Wealth Management
Massachusetts
$2.13M -$87K -1,196 -4%
AFS
947
AFG Fiduciary Services
Massachusetts
$2.13M -$237K -3,252 -10%
WTFG
948
Wood Tarver Financial Group
Idaho
$2.12M -$89K -1,224 -4%
DWS
949
Dynamic Wealth Strategies
California
$2.12M +$778K +10,700 +58%
SLT
950
St Louis Trust
Missouri
$2.11M