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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1051
Cyndeo Wealth Partners
Florida
$1.65M +$43.6K +600 +3%
MWM
1052
Mascagni Wealth Management
Mississippi
$1.65M -$5.82K -80 -0.4%
Neuberger Berman Group
1053
Neuberger Berman Group
New York
$1.65M -$2.67M -36,756 -62%
SIS
1054
Sound Income Strategies
Florida
$1.64M +$515K +7,076 +48%
WWM
1055
Western Wealth Management
Colorado
$1.63M +$371K +5,100 +29%
BPWM
1056
BCS Private Wealth Management
New Jersey
$1.63M
LWMNY
1057
Landmark Wealth Management (New York)
New York
$1.62M +$10.2K +140 +0.6%
SAG
1058
SageView Advisory Group
California
$1.62M -$252K -3,460 -13%
FNT
1059
First National Trust
Pennsylvania
$1.62M -$10.2K -140 -0.6%
TPWA
1060
Twin Peaks Wealth Advisors
California
$1.62M +$80.9K +1,112 +5%
GC
1061
Grange Capital
Oregon
$1.62M +$291 +4 +0%
WAG
1062
Winthrop Advisory Group
Massachusetts
$1.62M +$216K +2,976 +15%
RWM
1063
Riverbend Wealth Management
South Carolina
$1.62M +$58.2K +800 +4%
MGWM
1064
Marks Group Wealth Management
Minnesota
$1.61M +$14.5K +200 +0.9%
CAM
1065
Chandler Asset Management
California
$1.61M
CCG
1066
Cypress Capital Group
Florida
$1.6M +$186K +2,556 +13%
VIM
1067
Vista Investment Management
Pennsylvania
$1.6M -$14K -192 -0.9%
MWM
1068
Mission Wealth Management
California
$1.6M +$508K +6,988 +47%
RIS
1069
Richmond Investment Services
Wisconsin
$1.59M -$1.62M -22,232 -50%
AA
1070
Addison Advisors
Vermont
$1.59M -$9.6K -132 -0.6%
RCAG
1071
Rehmann Capital Advisory Group
Michigan
$1.59M -$30.3K -416 -2%
TI
1072
Truepoint Inc
Ohio
$1.58M +$37.5K +516 +2%
AP
1073
Appleton Partners
Massachusetts
$1.58M -$210K -2,880 -12%
KGP
1074
Keystone Global Partners
Colorado
$1.58M -$165K -2,268 -9%
PRP
1075
Peak Retirement Planning
Ohio
$1.57M +$598K +8,220 +61%