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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Pinnacle Associates
New York
$5.39M -$54.6K -1,272 -1%
QIM
227
Quest Investment Management
Oregon
$5.37M
Victory Capital Management
228
Victory Capital Management
Texas
$5.36M +$2.76M +64,308 +115%
IAA
229
Independent Advisor Alliance
North Carolina
$5.3M +$5.11M +118,908 New
EWM
230
Endurance Wealth Management
Rhode Island
$5.24M
OIA
231
OneDigital Investment Advisors
Kansas
$5.18M +$128K +2,980 +3%
CAG
232
Crestwood Advisors Group
Massachusetts
$5.09M -$18.9K -440 -0.4%
MWC
233
MBM Wealth Consultants
Missouri
$5.07M +$684K +15,936 +16%
RE
234
RBC Europe
United Kingdom
$5.04M -$7.73K -180 -0.2%
NA
235
NewEdge Advisors
Louisiana
$5.02M +$98.2K +2,288 +2%
AIM
236
Acropolis Investment Management
Missouri
$4.98M +$58.6K +1,364 +1%
FMP
237
Financial Management Professionals
Texas
$4.97M +$51K +1,188 +1%
HFRG
238
Houlihan Financial Resource Group
Virginia
$4.97M +$4.79M +111,512 New
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$4.93M +$494K +11,500 +12%
CA
240
Cetera Advisors
Colorado
$4.91M +$71.5K +1,664 +2%
W
241
Wealthquest
Ohio
$4.86M +$1.55M +36,136 +49%
BCWM
242
Bartlett & Co Wealth Management
Ohio
$4.85M +$88.5K +2,060 +2%
FMC
243
First Merchants Corp
Indiana
$4.77M -$111K -2,588 -2%
DADC
244
D.A. Davidson & Co
Montana
$4.77M +$291K +6,768 +7%
BFS
245
Bradley Foster & Sargent
Connecticut
$4.74M +$92.9K +2,164 +2%
BRWM
246
B. Riley Wealth Management
Tennessee
$4.73M +$156K +3,624 +4%
MWM
247
McNaughton Wealth Management
California
$4.7M +$4.53M +105,584 New
LWAC
248
Laurel Wealth Advisors (California)
California
$4.7M +$62.7K +1,460 +1%
OC
249
Oppenheimer & Co
New York
$4.68M -$52.4K -1,220 -1%
BWA
250
BDO Wealth Advisors
Florida
$4.62M +$1.88M +43,836 +6%