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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1051
Modern Wealth Management
Kansas
$1.7M -$32.7K -440 -2%
LAM
1052
LOM Asset Management
$1.7M -$33.6K -452 -2%
BSB
1053
Bangor Savings Bank
Maine
$1.7M -$11.3K -152 -0.6%
SA
1054
SoundView Advisors
Washington
$1.7M +$5.35K +72 +0.3%
CFIA
1055
Cantor Fitzgerald Investment Advisors
New York
$1.7M +$212K +2,852 +14%
LWMNY
1056
Landmark Wealth Management (New York)
New York
$1.7M +$91.5K +1,232 +6%
AL
1057
Aspiriant LLC
California
$1.69M +$3.57K +48 +0.2%
SWA
1058
Strata Wealth Advisors
Texas
$1.69M -$76.1K -1,024 -4%
EWS
1059
Evergreen Wealth Solutions
Pennsylvania
$1.69M +$1.75M +23,572 New
IFA
1060
Interactive Financial Advisors
Illinois
$1.69M +$57.1K +768 +3%
CHAM
1061
Clear Harbor Asset Management
Connecticut
$1.68M -$106K -1,432 -6%
MSS
1062
Mitchell Sinkler & Starr
Pennsylvania
$1.68M +$44.6K +600 +3%
First Trust Advisors
1063
First Trust Advisors
Illinois
$1.67M +$190K +2,560 +12%
RWM
1064
Riverbend Wealth Management
South Carolina
$1.66M +$66.6K +896 +4%
SWM
1065
Spire Wealth Management
Virginia
$1.65M -$71K -956 -4%
JCM
1066
Jacobi Capital Management
Pennsylvania
$1.64M +$271K +3,644 +19%
MWM
1067
Mascagni Wealth Management
Mississippi
$1.63M +$1.78K +24 +0.1%
LHEI
1068
Leo H. Evart Inc
California
$1.63M +$1.69M +22,716 New
CWP
1069
Cyndeo Wealth Partners
Florida
$1.63M -$3.57K -48 -0.2%
Fisher Asset Management
1070
Fisher Asset Management
Washington
$1.62M +$314K +4,232 +23%
BPWM
1071
BCS Private Wealth Management
New Jersey
$1.61M
FCFC
1072
First Commonwealth Financial Corp
Pennsylvania
$1.6M -$2.55M -34,268 -61%
SLWM
1073
Stone Loft Wealth Management
Pennsylvania
$1.6M +$1.28M +17,184 +338%
OC
1074
Oakworth Capital
Alabama
$1.6M +$758K +10,208 +85%
OC
1075
Optima Capital
Oregon
$1.59M +$185K +2,484 +13%