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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$2.98M +$656K +17,464 +25%
CG
252
Colony Group
Massachusetts
$2.97M +$1M +26,760 +45%
JIP
253
Jaffetilchin Investment Partners
Florida
$2.95M -$2.23M -59,320 -41%
STMM
254
South Texas Money Management
Texas
$2.94M -$288K -7,672 -8%
WIA
255
Wealthstreet Investment Advisors
Texas
$2.94M -$30K -800 -1%
TWA
256
Tillar-Wenstrup Advisors
Ohio
$2.91M +$21.9K +584 +0.7%
VFA
257
Voya Financial Advisors
Connecticut
$2.89M -$302K -8,044 -9%
SIAS
258
Shine Investment Advisory Services
Colorado
$2.89M +$3.9K +104 +0.1%
FT
259
Fiduciary Trust
Massachusetts
$2.86M -$7.51K -200 -0.2%
APA
260
American Portfolios Advisors
New York
$2.83M +$1.34M +35,744 +77%
WFM
261
Wolff Financial Management
Michigan
$2.78M +$3.02M +80,480 New
NF
262
Nikulski Financial
Iowa
$2.75M -$95.7K -2,548 -3%
NL
263
NWAM LLC
Washington
$2.74M -$46.1K -1,228 -2%
EWM
264
Evercore Wealth Management
New York
$2.73M -$68.2K -1,816 -2%
CCM
265
Coldstream Capital Management
Washington
$2.73M +$14K +372 +0.5%
IA
266
IFP Advisors
Florida
$2.67M -$1.39M -37,012 -32%
EC
267
Estate Counselors
Wisconsin
$2.63M -$60.1K -1,600 -2%
MAFM
268
Mid Atlantic Financial Management
Pennsylvania
$2.62M +$2.85M +75,884 New
OC
269
Oppenheimer & Co
New York
$2.6M -$151K -4,016 -5%
MFT
270
Moisand Fitzgerald Tamayo
Florida
$2.57M +$65.9K +1,756 +2%
MWPCG
271
Measured Wealth Private Client Group
New Hampshire
$2.56M +$181K +4,808 +7%
Capital Fund Management (CFM)
272
Capital Fund Management (CFM)
France
$2.56M +$2.78M +74,000 New
PCM
273
Penn Capital Management
Pennsylvania
$2.55M +$123K +3,280 New
PMG
274
ProVise Management Group
Florida
$2.53M -$4.05K -108 -0.1%
FFW
275
Fusion Family Wealth
New York
$2.45M -$244K -6,508 -8%