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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPP
201
Single Point Partners
Massachusetts
$6.76M +$702K +18,324 +12%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$6.54M +$1.46M +38,052 +31%
KPWG
203
KFA Private Wealth Group
Virginia
$6.5M +$5.49M +143,448 +942%
WANY
204
Wealthspire Advisors (New York)
New York
$6.42M -$51.1M -1,333,244 -89%
Fiera Capital (Canada)
205
Fiera Capital (Canada)
Quebec, Canada
$6.39M -$1.64M -42,808 -22%
MWM
206
McNaughton Wealth Management
California
$6.15M +$797K +20,816 +16%
WP
207
WMS Partners
Maryland
$6.11M -$7.81K -204 -0.1%
MCM
208
Maryland Capital Management
Maryland
$6.1M -$1.25M -32,572 -18%
TI
209
tru Independence
Oregon
$6.1M +$2.9M +75,668 +73%
WFM
210
Wolff Financial Management
Michigan
$5.86M -$240K -6,276 -4%
FNC
211
First National Corp
Massachusetts
$5.8M +$853K +22,260 +19%
NA
212
NewEdge Advisors
Louisiana
$5.79M +$401K +10,464 +8%
EWA
213
Exencial Wealth Advisors
Oklahoma
$5.78M +$330K +8,628 +7%
FNFDCM
214
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.74M +$73.5K +1,920 +1%
TCM
215
TD Capital Management
Tennessee
$5.7M -$4.75K -124 -0.1%
HF
216
HRT Financial
New York
$5.54M +$5.18M +135,272 New
GA
217
Greytown Advisors
Florida
$5.51M -$281K -7,348 -5%
GLA
218
Good Life Advisors
Pennsylvania
$5.46M +$145K +3,784 +3%
BDF
219
Black Diamond Financial
Maryland
$5.46M -$870K -22,712 -15%
MNG
220
Manning & Napier Group
New York
$5.43M
CT
221
Caldwell Trust
Florida
$5.43M +$77.2K +2,016 +2%
FWIA
222
Fort Washington Investment Advisors
Ohio
$5.35M -$50.1K -1,308 -1%
MWC
223
MBM Wealth Consultants
Missouri
$5.33M +$241K +6,296 +5%
BRWA
224
B. Riley Wealth Advisors
Florida
$5.29M -$439K -11,472 -8%
TYCC
225
Texas Yale Capital Corp
Florida
$5.28M +$472K +12,328 +11%