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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1026
Greenhouse Wealth Management
Connecticut
$1.01M -$23.6K -400 -2%
BTWM
1027
Baker Tilly Wealth Management
Wisconsin
$1.01M -$120K -2,024 -11%
CWG
1028
Cornerstone Wealth Group
North Carolina
$1M +$948K +16,048 New
LFA
1029
Longview Financial Advisors
Alabama
$1M -$84.9K -1,436 -8%
MCM
1030
Mitchell Capital Management
Kansas
$999K +$137K +2,312 +17%
CSPAM
1031
Cary Street Partners Asset Management
Virginia
$998K +$186K +3,152 +25%
SC
1032
Schoolcraft Capital
Colorado
$994K +$51.1K +864 +6%
Neuberger Berman Group
1033
Neuberger Berman Group
New York
$993K -$1.1M -18,580 -54%
TSWM
1034
Triangle Securities Wealth Management
North Carolina
$989K
OFS
1035
Orrstown Financial Services
Pennsylvania
$989K +$936K +15,836 New
KL
1036
KWMG LLC
Kansas
$985K -$151K -2,552 -14%
SWP
1037
Summit Wealth Partners
Florida
$981K -$18.2K -308 -2%
SWM
1038
Selective Wealth Management
Virginia
$979K -$23.6K -400 -2%
SJGA
1039
Stephen J. Garry & Associates
New York
$978K -$9.46K -160 -1%
CL
1040
Cabana LLC
Arkansas
$977K -$283K -4,792 -23%
WWM
1041
WT Wealth Management
Arizona
$977K -$226K -3,820 -20%
ADL
1042
Asset Dedication LLC
California
$973K -$164K -2,768 -15%
SL
1043
Sentinus LLC
Illinois
$971K +$919K +15,552 New
LF
1044
LifePlan Financial
Minnesota
$964K +$25.1K +424 +3%
WJWM
1045
Williams Jones Wealth Management
New York
$963K
MWM
1046
Modern Wealth Management
Kansas
$960K +$406K +6,872 +81%
CPWM
1047
Cypress Point Wealth Management
Texas
$955K -$486K -8,216 -35%
TA
1048
TFG Advisers
Michigan
$948K -$156K -2,644 -15%
AO
1049
Advisor OS
Illinois
$945K +$1.66K +28 +0.2%
FFA
1050
Florida Financial Advisors
Florida
$944K -$102K -1,732 -10%