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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1051
Synergy Financial Group
California
$1.03M +$38.9K +620 +4%
O3W
1052
Omni 360 Wealth
New Jersey
$1.03M -$101K -1,612 -9%
LF
1053
LifePlan Financial
Minnesota
$1.02M -$16.1K -256 -2%
AO
1054
Advisor OS
Illinois
$1.02M -$3.77K -60 -0.4%
WJWM
1055
Williams Jones Wealth Management
New York
$1.02M
TW
1056
TritonPoint Wealth
Maryland
$1.01M +$210K +3,344 +28%
SIS
1057
Sound Income Strategies
Florida
$1.01M +$124K +1,972 +15%
CPRC
1058
Consolidated Portfolio Review Corp
New York
$1.01M -$18.6K -296 -2%
KSB
1059
Kennebec Savings Bank
Maine
$1.01M +$963K +15,344 New
CAM
1060
Covenant Asset Management
New Jersey
$1.01M +$71.3K +1,136 +8%
AGC
1061
Aspen Grove Capital
Colorado
$1.01M +$13.1K +208 +1%
CPWM
1062
Cypress Point Wealth Management
Texas
$1M -$2.76K -44 -0.3%
CWC
1063
Carolinas Wealth Consulting
North Carolina
$1M -$16.8K -268 -2%
SWP
1064
Summit Wealth Partners
Florida
$1M +$12.8K +204 +1%
SAM
1065
Smartleaf Asset Management
Massachusetts
$998K -$152K -2,420 -14%
KL
1066
KWMG LLC
Kansas
$998K -$15.1K -240 -2%
HGA
1067
Hobbs Group Advisors
South Carolina
$994K +$1K +16 +0.1%
FF
1068
Farnam Financial
Arizona
$994K +$946K +15,072 New
1CP
1069
17 Capital Partners
Arizona
$992K +$51.7K +824 +6%
Neuberger Berman Group
1070
Neuberger Berman Group
New York
$988K -$118K -1,884 -11%
FTWA
1071
Fifth Third Wealth Advisors
Ohio
$988K -$19.6K -312 -2%
FSA
1072
Fort Sheridan Advisors
Illinois
$986K +$20.8K +332 +2%
KCIC
1073
Kuhn & Co Investment Counsel
Illinois
$986K +$5.78K +92 +0.6%
MA
1074
MJP Associates
Connecticut
$985K +$3.27K +52 +0.3%
MG
1075
MilWealth Group
Wisconsin
$985K -$11.3K -180 -1%