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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1101
Spire Wealth Management
Virginia
$1.79M -$61.9K -798 -3%
PTP
1102
Platform Technology Partners
New York
$1.79M +$41.9K +540 +2%
AG
1103
AlTi Global
New York
$1.79M – – –
HCA
1104
Heck Capital Advisors
Wisconsin
$1.79M +$366K +4,724 +27%
BBFA
1105
Brindle & Bay Financial Advisors
Texas
$1.79M -$3.8M -49,026 -69%
RIS
1106
Richmond Investment Services
Wisconsin
$1.78M -$2.11M -27,160 -55%
CAM
1107
Chandler Asset Management
California
$1.78M – – –
DIA
1108
Dana Investment Advisors
Wisconsin
$1.78M +$319K +4,115 +23%
PS
1109
Planning Strategies
Pennsylvania
$1.78M +$1.71M +22,046 New
MGWM
1110
Marks Group Wealth Management
Minnesota
$1.78M +$78 +1 +0%
WA
1111
Waystone Advisors
Washington
$1.77M +$68.9K +889 +4%
PD
1112
Planning Directions
Pennsylvania
$1.77M -$266K -3,434 -14%
FA
1113
Flagstar Advisors
New York
$1.76M -$7.99K -103 -0.5%
FW
1114
Fairway Wealth
Ohio
$1.76M +$232K +2,991 +16%
VIM
1115
Vista Investment Management
Pennsylvania
$1.76M -$7.05K -91 -0.4%
SW
1116
Simplicity Wealth
New Jersey
$1.75M -$1.47M -18,966 -47%
BFO
1117
Biltmore Family Office
North Carolina
$1.74M +$9.3K +120 +0.6%
BIP
1118
Blueprint Investment Partners
North Carolina
$1.74M +$1.67M +21,540 New
WWC
1119
Waypoint Wealth Counsel
Georgia
$1.74M -$208K -2,685 -11%
SEI Investments
1120
SEI Investments
Pennsylvania
$1.73M +$278K +3,586 +20%
GI
1121
GAMMA Investing
California
$1.73M +$5.58K +72 +0.3%
PB
1122
Prosperity Bancshares
Texas
$1.72M +$388K +5,008 +31%
YIM
1123
Yoffe Investment Management
Pennsylvania
$1.72M -$155 -2 -0%
CF
1124
Calder Financial
Pennsylvania
$1.72M +$46.1K +595 +3%
EFG
1125
Everhart Financial Group
Ohio
$1.72M +$30.5K +394 +2%