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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1301
Kayne Anderson Rudnick Investment Management
California
$693K -$289K -4,312 -29%
OBWG
1302
Onyx Bridge Wealth Group
New York
$693K +$5.37K +80 +0.8%
AIFAIM
1303
American Institute for Advanced Investment Management
Arizona
$690K +$83.2K +1,240 +13%
OAS
1304
Optivise Advisory Services
Tennessee
$687K +$23.9K +356 +3%
BWM
1305
BankPlus Wealth Management
Mississippi
$687K +$418K +6,232 +142%
TC
1306
TFR Capital
Texas
$686K +$36.2K +540 +5%
PB
1307
Pinnacle Bancorp
Nebraska
$680K -$263K -3,912 -27%
HFS
1308
Heritage Financial Services
Massachusetts
$680K +$17.4K +260 +3%
PI
1309
Pachira Investments
California
$676K -$5.91K -88 -0.8%
GP
1310
Geneva Partners
Wisconsin
$675K -$65.2K -972 -9%
BWP
1311
BSW Wealth Partners
Colorado
$674K +$45.6K +680 +7%
HGWM
1312
Horst & Graben Wealth Management
Oregon
$673K +$805 +12 +0.1%
SWA
1313
Sightline Wealth Advisors
Connecticut
$672K -$85.1K -1,268 -11%
FSG
1314
Financial Strategies Group
Michigan
$672K +$127K +1,892 +21%
DDC
1315
DF Dent & Co
Maryland
$671K +$33.8K +504 +5%
ONST
1316
Old North State Trust
North Carolina
$670K
NWMP
1317
Noble Wealth Management PBC
Colorado
$669K +$48.9K +728 +8%
HKIMG
1318
Hutchens & Kramer Investment Management Group
Indiana
$668K -$50.7K -756 -7%
SA
1319
Sovran Advisors
California
$668K +$42.1K +628 +6%
BC
1320
Bakala Capital
South Carolina
$668K +$58K +864 +9%
GIA
1321
Guyasuta Investment Advisors
Pennsylvania
$668K +$8.32K +124 +1%
BB
1322
Berkshire Bank
Massachusetts
$667K +$10.7K +160 +2%
DTC
1323
Davidson Trust Company
Washington
$666K
WIC
1324
Willis Investment Counsel
Georgia
$664K
PPWM
1325
Paragon Private Wealth Management
Kentucky
$663K +$688K +10,252 New