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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1301
GSB Wealth Management
Connecticut
$529K -$9.04K -144 -2%
MWP
1302
Meridian Wealth Partners
Pennsylvania
$528K -$5.27K -84 -1%
MFGM
1303
Marshall Financial Group (Maryland)
Maryland
$528K +$503K +8,008 New
KHCM
1304
Kirtland Hills Capital Management
Ohio
$521K +$496K +7,900 New
SWP
1305
SIMA Wealth Partners
Virginia
$521K -$8.79K -140 -2%
PSF
1306
Pacific Sun Financial
California
$521K -$27.6K -440 -5%
EAM
1307
Empirical Asset Management
Massachusetts
$520K +$1.51K +24 +0.3%
PWW
1308
Pettyjohn Wood & White
Virginia
$519K +$753 +12 +0.2%
EFN
1309
Equita Financial Network
Pennsylvania
$519K +$51.5K +820 +12%
FNWM
1310
Financial Network Wealth Management
Utah
$518K -$3.77K -60 -0.8%
BIM
1311
Baldwin Investment Management
Pennsylvania
$518K +$1.26K +20 +0.3%
OWA
1312
Octavia Wealth Advisors
Ohio
$517K +$753 +12 +0.2%
ATS
1313
Ashton Thomas Securities
New York
$515K +$225K +3,580 +85%
RDWM
1314
Red Door Wealth Management
Tennessee
$515K +$40.7K +648 +9%
CCT
1315
Capital City Trust
Florida
$514K
MCM
1316
Magnolia Capital Management
New York
$514K
UL
1317
Unionview LLC
Washington
$514K +$3.52K +56 +0.7%
TSWM
1318
Tyler-Stone Wealth Management
Ohio
$510K +$304K +4,848 +168%
MC
1319
Moors & Cabot
Massachusetts
$510K +$110K +1,756 +29%
1WA
1320
180 Wealth Advisors
Washington
$509K -$4.52K -72 -0.9%
CNTOF
1321
Canandaigua National Trust of Florida
New York
$509K +$484K +7,712 New
SWM
1322
SFG Wealth Management
Maryland
$508K -$24.9K -396 -5%
SWM
1323
Silverlake Wealth Management
Vermont
$507K +$23.9K +380 +5%
CG
1324
Cynosure Group
Utah
$506K +$482K +7,680 New
PMG
1325
Private Management Group
California
$504K