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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
226
Hilltop Wealth Advisors
North Carolina
$5.24M -$322K -8,408 -6%
PW
227
Price Wealth
Texas
$5.21M -$1.59M -41,484 -25%
LWAC
228
Laurel Wealth Advisors (California)
California
$5.17M +$813K +21,232 +20%
CWS
229
Cypress Wealth Services
California
$5.15M -$318K -8,312 -6%
FAAS
230
First Allied Advisory Services
California
$5.13M +$861K +22,472 +22%
WFPG
231
Waller Financial Planning Group
Ohio
$5.11M -$750K -19,584 -14%
SBL
232
Sargent Bickham Lagudis
Colorado
$5.1M -$56.4K -1,472 -1%
CIC
233
Carnegie Investment Counsel
Ohio
$5.09M -$96.4K -2,516 -2%
LNC
234
Lincoln National Corp
Pennsylvania
$5.06M +$938K +24,492 +25%
RW
235
REDW Wealth
New Mexico
$5M -$312K -8,136 -6%
RPC
236
Rossmore Private Capital
Connecticut
$4.99M +$504K +13,156 +12%
AAS
237
Avantax Advisory Services
Texas
$4.94M -$7.81K -204 -0.2%
Victory Capital Management
238
Victory Capital Management
Texas
$4.93M
QIM
239
Quest Investment Management
Oregon
$4.91M -$638K -16,668 -12%
SPC
240
Sigma Planning Corp
Michigan
$4.85M +$170K +4,440 +4%
KeyBank National Association
241
KeyBank National Association
Ohio
$4.84M -$148K -3,852 -3%
EWM
242
Endurance Wealth Management
Rhode Island
$4.82M
SL
243
Systelligence LLC
Minnesota
$4.82M +$3.48M +90,768 +339%
OIA
244
OneDigital Investment Advisors
Kansas
$4.8M -$114K -2,988 -2%
NIM
245
Northeast Investment Management
Massachusetts
$4.74M -$1.41M -36,876 -24%
JA
246
JVL Associates
Michigan
$4.72M +$1.27M +33,156 +40%
SCA
247
STALEY CAPITAL ADVISERS
Pennsylvania
$4.68M +$1.37M +35,820 +46%
AWM
248
Aries Wealth Management
Maine
$4.61M +$95K +2,480 +2%
BWA
249
BDO Wealth Advisors
Florida
$4.57M -$17.4M -453,500 -80%
RE
250
RBC Europe
United Kingdom
$4.57M -$10.3K -268 -0.2%