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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$4.28M +$407K +9,944 +11%
AWM
227
Aries Wealth Management
Maine
$4.28M +$98.4K +2,404 +2%
OC
228
Oppenheimer & Co
New York
$4.24M -$6.22K -152 -0.1%
PCFFS
229
Pacific Center for Financial Services
California
$4.24M -$4.42K -108 -0.1%
OIA
230
OneDigital Investment Advisors
Kansas
$4.24M +$3.47M +84,920 +516%
WFPG
231
Waller Financial Planning Group
Ohio
$4.2M -$166K -4,068 -4%
BRWM
232
B. Riley Wealth Management
Tennessee
$4.18M -$184K -4,496 -4%
FPIS
233
Financial Planning & Information Services
Wisconsin
$4.17M -$477K -11,648 -10%
LWAC
234
Laurel Wealth Advisors (California)
California
$4.15M +$44.2K +1,080 +1%
SPC
235
Sigma Planning Corp
Michigan
$4.09M +$729K +17,812 +22%
ABC
236
Associated Banc-Corp
Wisconsin
$4.03M +$1.46M +35,660 +59%
AIM
237
Acropolis Investment Management
Missouri
$4M -$367K -8,960 -9%
OFW
238
Omnia Family Wealth
Florida
$3.96M -$71.5K -1,748 -2%
BWA
239
BDO Wealth Advisors
Florida
$3.95M -$22.9M -559,032 -86%
HAC
240
Harbor Advisory Corp
New Hampshire
$3.95M +$27K +660 +0.7%
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$3.95M +$24.6K +600 +0.6%
CG
242
Colony Group
Massachusetts
$3.95M +$642K +15,696 +20%
VCM
243
Vivaldi Capital Management
Illinois
$3.93M -$57.8K -1,412 -1%
DADC
244
D.A. Davidson & Co
Montana
$3.93M +$831K +20,312 +28%
PCM
245
Parsons Capital Management
Rhode Island
$3.91M +$20.5K +500 +0.5%
WA
246
Waverly Advisors
Alabama
$3.9M +$42.4K +1,036 +1%
MWC
247
MBM Wealth Consultants
Missouri
$3.9M +$94.1K +2,300 +3%
RJT
248
Raymond James Trust
Florida
$3.84M +$93.1K +2,276 +3%
SPIA
249
Steward Partners Investment Advisory
New York
$3.82M +$1.08M +26,308 +40%
CA
250
Cornerstone Advisory
Maryland
$3.8M +$15.2K +372 +0.4%