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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1076
Capital Investment Advisors
Georgia
$561K
MFG
1077
Merit Financial Group
Georgia
$560K +$32.5K +592 +6%
ML
1078
Mayport LLC
Massachusetts
$559K
LNWWM
1079
Laird Norton Wetherby Wealth Management
California
$558K -$6.58K -120 -1%
AIFAIM
1080
American Institute for Advanced Investment Management
Arizona
$556K -$121K -2,200 -17%
CSPAM
1081
Cary Street Partners Asset Management
Virginia
$553K -$27.4K -500 -4%
AWA
1082
Aletheian Wealth Advisors
Washington
$551K +$68.4K +1,248 +13%
RCA
1083
Ranch Capital Advisors
Florida
$549K -$4.39K -80 -0.8%
WP
1084
Westmount Partners
California
$548K +$2.41K +44 +0.4%
CAI
1085
Capital Advisors Inc
Oklahoma
$545K -$48.5K -884 -8%
FB
1086
Fulton Bank
Pennsylvania
$544K -$19.7K -360 -3%
WW
1087
Westshore Wealth
California
$543K -$37.7K -688 -6%
WPW
1088
Waldron Private Wealth
Pennsylvania
$542K -$931K -16,968 -62%
WP
1089
WealthShield Partners
North Carolina
$541K +$76.8K +1,400 +16%
EW
1090
Enzi Wealth
Texas
$537K -$490K -8,940 -46%
GT
1091
Greenleaf Trust
Michigan
$536K +$335K +6,112 +146%
MLL
1092
Moody Lynn & Lieberson
Massachusetts
$535K +$1.1K +20 +0.2%
SWM
1093
Silverlake Wealth Management
Vermont
$532K +$20.4K +372 +4%
PEA
1094
Park Edge Advisors
Ohio
$531K -$3.95K -72 -0.7%
AWC
1095
Adamsbrown Wealth Consultants
Kansas
$530K
LFA
1096
LifeGuide Financial Advisors
Pennsylvania
$529K +$16K +292 +3%
DDC
1097
DF Dent & Co
Maryland
$527K
WEG
1098
World Equity Group
Illinois
$527K +$34.9K +636 +7%
MIA
1099
Milestone Investment Advisors
Wisconsin
$527K -$1.1K -20 -0.2%
AFG
1100
Atomi Financial Group
New York
$524K +$552K +10,064 New