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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1026
Cyndeo Wealth Partners
Florida
$1.63M +$12.9K +180 +0.8%
CAM
1027
Chandler Asset Management
California
$1.63M
ML
1028
Mayport LLC
Massachusetts
$1.62M
SFG
1029
Synergy Financial Group
California
$1.62M +$41.4K +576 +3%
AA
1030
Addison Advisors
Vermont
$1.61M -$8.62K -120 -0.5%
MGWM
1031
Marks Group Wealth Management
Minnesota
$1.61M
MA
1032
MJP Associates
Connecticut
$1.6M +$35K +488 +2%
NP
1033
NorthRock Partners
Minnesota
$1.6M +$615K +8,568 +65%
BC
1034
Brio Consultants
California
$1.6M -$240K -3,344 -13%
CA
1035
Crewe Advisors
Utah
$1.6M -$510K -7,108 -25%
ICP
1036
Interchange Capital Partners
Pennsylvania
$1.58M +$24.4K +340 +2%
RWM
1037
Riverbend Wealth Management
South Carolina
$1.58M -$61.5K -856 -4%
YIM
1038
Yoffe Investment Management
Pennsylvania
$1.57M
EFG
1039
Everhart Financial Group
Ohio
$1.57M +$71K +988 +5%
TI
1040
Truepoint Inc
Ohio
$1.57M -$43.4K -604 -3%
TA
1041
Tactive Advisors
Florida
$1.56M +$194K +2,700 +15%
BFO
1042
Biltmore Family Office
North Carolina
$1.56M
BRIA
1043
Balanced Rock Investment Advisors
Massachusetts
$1.56M +$85.3K +1,188 +6%
EL
1044
Essex LLC
Illinois
$1.55M -$19K -264 -1%
ACM
1045
Alpha Capital Management
Texas
$1.54M -$15.8K -220 -1%
First Trust Advisors
1046
First Trust Advisors
Illinois
$1.53M +$188K +2,616 +14%
HWMO
1047
Heritage Wealth Management (Ohio)
Ohio
$1.52M -$4.31K -60 -0.3%
CFIA
1048
Cantor Fitzgerald Investment Advisors
New York
$1.52M +$4.88K +68 +0.3%
DIA
1049
Dana Investment Advisors
Wisconsin
$1.5M -$413K -5,748 -22%
GI
1050
GAMMA Investing
California
$1.5M +$42.5K +592 +3%