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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
226
MBM Wealth Consultants
Missouri
$4.08M +$421K +10,160 +9%
BRWM
227
B. Riley Wealth Management
Tennessee
$4.06M +$716K +17,284 +16%
KeyBank National Association
228
KeyBank National Association
Ohio
$4.01M -$293K -7,084 -5%
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$4M +$448K +10,828 +10%
TA
230
Tiedemann Advisors
New York
$4M +$2.92M +70,456 +138%
AAS
231
Avantax Advisory Services
Texas
$3.98M -$288K -6,952 -5%
HFRG
232
Houlihan Financial Resource Group
Virginia
$3.97M +$377K +9,112 +8%
OIA
233
OneDigital Investment Advisors
Kansas
$3.96M +$136K +3,284 +3%
Victory Capital Management
234
Victory Capital Management
Texas
$3.96M
HIMC
235
Heritage Investors Management Corp
Maryland
$3.87M -$147K -3,560 -3%
EWM
236
Endurance Wealth Management
Rhode Island
$3.87M
JAFL
237
Jay A. Fishman Ltd
Michigan
$3.86M +$2.18M +52,616 +100%
SC
238
Steph & Co
Wisconsin
$3.85M +$2.65M +64,092 +121%
TYCC
239
Texas Yale Capital Corp
Florida
$3.84M +$3.99M +96,296 +474%
MNG
240
Manning & Napier Group
New York
$3.83M
SPC
241
Sigma Planning Corp
Michigan
$3.75M -$327K -7,888 -6%
RE
242
RBC Europe
United Kingdom
$3.68M -$61.8K -1,492 -1%
SAM
243
SP Asset Management
California
$3.63M +$3.62M +87,356 +380%
BC
244
Burleson & Co
California
$3.63M +$723K +17,460 +23%
PA
245
Pinnacle Associates
New York
$3.62M -$448K -10,808 -9%
RPC
246
Rossmore Private Capital
Connecticut
$3.58M -$814K -19,656 -15%
BC
247
Brio Consultants
California
$3.57M +$1.29M +31,204 +40%
BWA
248
BDO Wealth Advisors
Florida
$3.56M -$6.54M -157,980 -22%
MWM
249
Marietta Wealth Management
Georgia
$3.56M +$4.48M +108,232 New
CAG
250
Crestwood Advisors Group
Massachusetts
$3.55M -$270K -6,516 -6%