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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KM
1126
Kalos Management
Georgia
$350K +$68.1K +1,260 +22%
KLI
1127
Kelman-Lazarov Inc
Tennessee
$349K -$432 -8 -0.1%
AFG
1128
Allegheny Financial Group
Pennsylvania
$349K +$163K +3,008 +74%
GWM
1129
GSB Wealth Management
Connecticut
$348K -$79.7K -1,476 -17%
TCPWM
1130
Traverso Chambers Private Wealth Management
California
$347K
SAM
1131
Silvercrest Asset Management
New York
$346K -$2.16K -40 -0.6%
Wealthfront Advisers
1132
Wealthfront Advisers
California
$345K +$35K +648 +10%
CPA
1133
Cardiff Park Advisors
California
$344K -$17.3K -320 -4%
RWM
1134
Raffa Wealth Management
District of Columbia
$343K +$1.08K +20 +0.3%
BWM
1135
Birchcreek Wealth Management
Ohio
$343K
NGA
1136
Naples Global Advisors
Florida
$340K
MIG
1137
McGuire Investment Group
Rhode Island
$340K +$7.78K +144 +2%
ACM
1138
Ategra Capital Management
Virginia
$338K +$10.2K +188 +3%
RC
1139
RegentAtlantic Capital
New Jersey
$336K -$3.24K -60 -0.9%
GIA
1140
GHP Investment Advisors
Colorado
$336K +$216 +4 +0.1%
SIAG
1141
Safeguard Investment Advisory Group
California
$335K
SPIO
1142
Seven Post Investment Office
California
$334K -$1.9M -35,076 -84%
BFIM
1143
Beese Fulmer Investment Management
Ohio
$334K +$367K +6,788 New
LFGH
1144
Lee Financial Group Hawaii
Hawaii
$332K -$432 -8 -0.1%
TVWM
1145
Tower View Wealth Management
Wisconsin
$329K +$1.08K +20 +0.3%
OC
1146
Oakworth Capital
Alabama
$328K -$17.9K -332 -5%
GP
1147
Girard Partners
Pennsylvania
$324K -$4.75K -88 -1%
EA
1148
Ellsworth Advisors
Ohio
$324K
ECG
1149
EPIQ Capital Group
California
$323K +$1.08K +20 +0.3%
JSW
1150
Journey Strategic Wealth
New Jersey
$323K +$354K +6,560 New