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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1101
Fermata Advisors
California
$1.3M -$287 -4 -0%
JAG
1102
Journey Advisory Group
Kentucky
$1.3M +$11.8K +164 +0.9%
NEPWA
1103
New England Private Wealth Advisors
Massachusetts
$1.29M +$57.2K +796 +5%
3IP
1104
3Chopt Investment Partners
Virginia
$1.29M
MBT
1105
Montecito Bank & Trust
California
$1.29M +$1.26M +17,516 New
EWA
1106
EverSource Wealth Advisors
Alabama
$1.28M +$44.8K +624 +4%
PC
1107
Payne Capital
Oregon
$1.28M +$1.25M +17,444 New
GWM
1108
Geneos Wealth Management
Colorado
$1.28M -$4.11M -57,232 -77%
ATI
1109
ARK & TLK Investments
Oklahoma
$1.28M
WWM
1110
Western Wealth Management
Colorado
$1.28M -$26.4K -368 -2%
GKIM
1111
GW&K Investment Management
Massachusetts
$1.27M +$584K +8,136 +88%
CGL
1112
Clarius Group LLC
Washington
$1.27M
FNB
1113
Farmers National Bank
Kentucky
$1.27M -$13.5K -188 -1%
HNW
1114
High Note Wealth
Minnesota
$1.27M -$18.7K -260 -1%
MJRIC
1115
Mogy Joel R Investment Counsel
California
$1.26M
DWG
1116
Darden Wealth Group
Michigan
$1.25M +$69.8K +972 +6%
CJ
1117
Caitlin John
Michigan
$1.25M -$13.2K -184 -1%
CD
1118
Chapin Davis
Maryland
$1.25M +$28.2K +392 +2%
OFG
1119
Omega Financial Group
California
$1.25M -$16.9K -236 -1%
TW
1120
Trajan Wealth
Arizona
$1.25M -$103K -1,440 -8%
SC
1121
Schoolcraft Capital
Colorado
$1.25M -$5.17K -72 -0.4%
PMFA
1122
Plante Moran Financial Advisors
Michigan
$1.25M +$10.1K +140 +0.8%
KFA
1123
Kelleher Financial Advisors
New York
$1.24M -$689K -9,600 -36%
KAS
1124
KPP Advisory Services
Kentucky
$1.24M +$6.03K +84 +0.5%
FW
1125
Fairway Wealth
Ohio
$1.24M +$410K +5,708 +51%