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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
1001
Interchange Capital Partners
Pennsylvania
$1.42M -$2.68K -40 -0.2%
MGWM
1002
Marks Group Wealth Management
Minnesota
$1.42M -$268 -4 -0%
NB
1003
NBT Bank
New York
$1.42M -$87.5K -1,304 -6%
TI
1004
Truepoint Inc
Ohio
$1.42M -$17.2K -256 -1%
BFO
1005
Biltmore Family Office
North Carolina
$1.42M +$80K +1,192 +6%
ML
1006
Mayport LLC
Massachusetts
$1.41M
LWMNY
1007
Landmark Wealth Management (New York)
New York
$1.41M +$4.03K +60 +0.3%
FA
1008
FDx Advisors
Illinois
$1.41M -$3.99M -59,388 -73%
SFG
1009
Synergy Financial Group
California
$1.4M +$310K +4,620 +27%
ACI
1010
Alpha Cubed Investments
California
$1.4M +$153K +2,280 +12%
RWM
1011
Ritholtz Wealth Management
New York
$1.4M -$23.1K -344 -2%
FFO
1012
Fiduciary Family Office
Florida
$1.4M +$1.45M +21,612 New
ACM
1013
Alpha Capital Management
Texas
$1.39M -$133K -1,988 -8%
HWMO
1014
Heritage Wealth Management (Ohio)
Ohio
$1.39M +$58.8K +876 +4%
YIM
1015
Yoffe Investment Management
Pennsylvania
$1.38M -$268 -4 -0%
EWA
1016
Etesian Wealth Advisors
Oregon
$1.38M -$27.1K -404 -2%
RWM
1017
Riverbend Wealth Management
South Carolina
$1.38M -$9.39K -140 -0.7%
SOS
1018
Silver Oak Securities
Tennessee
$1.37M +$8.05K +120 +0.6%
OFP
1019
OLIO Financial Planning
Virginia
$1.37M +$8.59K +128 +0.6%
IWA
1020
Inspirion Wealth Advisors
Illinois
$1.37M +$268 +4 +0%
SAM
1021
Smartleaf Asset Management
Massachusetts
$1.36M +$254K +3,788 +22%
TFCP
1022
Twin Focus Capital Partners
Massachusetts
$1.35M +$5.1K +76 +0.4%
CFIA
1023
Cantor Fitzgerald Investment Advisors
New York
$1.35M -$22K -328 -2%
TPI
1024
Trust Point Inc
Wisconsin
$1.35M +$334K +4,972 +31%
SCTC
1025
Sanibel Captiva Trust Company
Florida
$1.34M -$6.17K -92 -0.4%