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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
1076
National Wealth Management Group
Ohio
$1.57M -$44.2K -608 -3%
LS
1077
LCW Services
Virginia
$1.56M +$1.57M +21,540 New
SFG
1078
Synergy Financial Group
California
$1.56M -$40.2K -552 -3%
BWM
1079
BankPlus Wealth Management
Mississippi
$1.56M +$159K +2,188 +11%
CFS
1080
Coordinated Financial Services
Colorado
$1.56M +$128K +1,756 +9%
MCWS
1081
McKinley Carter Wealth Services
West Virginia
$1.56M -$109K -1,492 -7%
YIM
1082
Yoffe Investment Management
Pennsylvania
$1.55M
AIM
1083
Aspen Investment Management
Michigan
$1.55M -$138K -1,896 -8%
EFG
1084
Everhart Financial Group
Ohio
$1.54M -$7.57K -104 -0.5%
GI
1085
GAMMA Investing
California
$1.54M +$60.2K +828 +4%
EL
1086
Essex LLC
Illinois
$1.54M +$1.16K +16 +0.1%
FA
1087
FF Advisors
California
$1.53M +$207K +2,844 +16%
ICP
1088
Interchange Capital Partners
Pennsylvania
$1.53M -$33.8K -464 -2%
FCBT
1089
First Citizens Bank & Trust
North Carolina
$1.53M +$506K +6,960 +49%
PCH
1090
PGIM Custom Harvest
New Jersey
$1.53M -$280K -3,844 -15%
CF
1091
Calder Financial
Pennsylvania
$1.51M +$1.52M +20,868 New
BDWCC
1092
B&D White Capital Company
Texas
$1.51M -$155K -2,132 -9%
PWS
1093
Pursuit Wealth Strategies
North Carolina
$1.51M +$1.51M +20,780 New
CFIA
1094
Cantor Fitzgerald Investment Advisors
New York
$1.51M +$8.73K +120 +0.6%
RFW
1095
Redwood Family Wealth
Texas
$1.5M +$1.5M +20,660 New
CPA
1096
Compass Planning Associates
Massachusetts
$1.5M +$869K +11,952 +138%
First Trust Advisors
1097
First Trust Advisors
Illinois
$1.5M -$16K -220 -1%
MSF
1098
Mustard Seed Financial
Arkansas
$1.49M -$147K -2,024 -9%
MCCA
1099
Mill Creek Capital Advisors
Pennsylvania
$1.48M +$5.82K +80 +0.4%
CP
1100
Camelot Portfolios
Ohio
$1.48M -$354K -4,872 -19%