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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1151
HM Payson & Co
Maine
$1.35M +$1.49K +20 +0.1%
EFG
1152
Ehrlich Financial Group
California
$1.35M -$5.94K -80 -0.4%
CD
1153
Chapin Davis
Maryland
$1.34M +$124K +1,664 +10%
MFG
1154
Mosaic Financial Group
Illinois
$1.34M +$1.49K +20 +0.1%
CCG
1155
Cypress Capital Group
Florida
$1.34M -$251K -3,372 -15%
LWM
1156
LJI Wealth Management
Indiana
$1.34M +$38.6K +520 +3%
LWM
1157
Level Wealth Management
North Carolina
$1.34M +$310K +4,176 +29%
CT
1158
Coastline Trust
Rhode Island
$1.34M +$131K +1,764 +10%
CPRPA
1159
Cerity Partners Retirement Plan Advisors
New York
$1.34M +$1.38M +18,596 New
GSWM
1160
Golden State Wealth Management
California
$1.33M +$30.6K +412 +2%
KFA
1161
Kelleher Financial Advisors
New York
$1.33M +$79.1K +1,064 +6%
FA
1162
Fermata Advisors
California
$1.33M +$44.3K +596 +3%
MAWA
1163
Moss Adams Wealth Advisors
Washington
$1.32M +$245K +3,300 +22%
PG
1164
Proffitt & Goodson
Tennessee
$1.32M -$10.4K -140 -0.8%
ECM
1165
Evergreen Capital Management
Washington
$1.32M -$525K -7,072 -28%
GWM
1166
Geneos Wealth Management
Colorado
$1.32M +$3.57K +48 +0.3%
OFP
1167
OLIO Financial Planning
Virginia
$1.31M -$85.9K -1,156 -6%
ECM
1168
EagleClaw Capital Management
Massachusetts
$1.31M -$59.4K -800 -4%
CWMGP
1169
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.31M
PPWM
1170
Paragon Private Wealth Management
Kentucky
$1.3M +$249K +3,348 +23%
MBT
1171
Montecito Bank & Trust
California
$1.3M +$83.2K +1,120 +7%
FFO
1172
Fiduciary Family Office
Florida
$1.3M
SWA
1173
Strategies Wealth Advisors
Michigan
$1.3M +$4.16K +56 +0.3%
ALA
1174
Atlas Legacy Advisors
California
$1.3M +$83.8K +1,128 +7%
GC
1175
Granville Capital
North Carolina
$1.3M -$49K -660 -4%