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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1026
Peak Asset Management
Colorado
$1.82M -$65.1K -876 -3%
SFS
1027
Security Financial Services
Indiana
$1.81M +$65.7K +884 +4%
PCH
1028
PGIM Custom Harvest
New Jersey
$1.81M +$314K +4,232 +20%
SAG
1029
SageView Advisory Group
California
$1.81M +$211K +2,836 +13%
BMWM
1030
Brown Miller Wealth Management
Virginia
$1.79M
RWM
1031
Rockwood Wealth Management
Pennsylvania
$1.78M +$8.62K +116 +0.5%
NWWA
1032
New Wave Wealth Advisors
Arkansas
$1.78M -$132K -1,772 -7%
BRIA
1033
Balanced Rock Investment Advisors
Massachusetts
$1.77M +$117K +1,580 +7%
BAM
1034
BOS Asset Management
Illinois
$1.77M +$37.7K +508 +2%
CIAS
1035
CFS Investment Advisory Services
New Jersey
$1.77M -$34.8K -468 -2%
WJWM
1036
Williams Jones Wealth Management
New York
$1.77M
KIM
1037
Kestra Investment Management
Texas
$1.76M -$95.8M -1,289,600 -98%
MFPI
1038
Midwest Financial Partners Investments
Minnesota
$1.76M +$699K +9,412 +62%
CPA
1039
Compass Planning Associates
Massachusetts
$1.75M +$276K +3,716 +18%
WWC
1040
Waypoint Wealth Counsel
Georgia
$1.74M -$54.7K -736 -3%
IF
1041
Intrua Financial
Texas
$1.73M -$220K -2,964 -11%
ATC
1042
Adirondack Trust Company
New York
$1.73M
FIC
1043
FCG Investment Company
Tennessee
$1.73M +$1.79M +24,112 New
HG
1044
Harbor Group
New Hampshire
$1.73M -$154K -2,072 -8%
PI
1045
Pachira Investments
California
$1.72M +$532K +7,156 +42%
Russell Investments Group
1046
Russell Investments Group
United Kingdom
$1.72M -$1.43M -19,284 -45%
RCAG
1047
Rehmann Capital Advisory Group
Michigan
$1.72M +$152K +2,052 +9%
V
1048
ViaWealth
Kansas
$1.71M -$3.27K -44 -0.2%
ACA
1049
Arsenal Capital Advisors
Pennsylvania
$1.71M -$12.2K -164 -0.7%
VA
1050
Vident Advisory
Georgia
$1.71M