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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
251
First Foundation Advisors
California
$3.9M +$204K +4,876 +6%
WFPG
252
Waller Financial Planning Group
Ohio
$3.87M -$336K -8,032 -8%
PCM
253
Parsons Capital Management
Rhode Island
$3.86M -$57.5K -1,376 -1%
BDF
254
Black Diamond Financial
Maryland
$3.8M +$1.17M +28,104 +45%
RJT
255
Raymond James Trust
Florida
$3.78M -$75K -1,796 -2%
WIA
256
Wealthstreet Investment Advisors
Texas
$3.76M +$113K +2,700 +3%
KL
257
KWMG LLC
Kansas
$3.76M -$48.1K -1,152 -1%
UBS AM
258
UBS AM
Illinois
$3.74M +$313K +7,496 +9%
AAS
259
Avantax Advisory Services
Texas
$3.71M +$199K +4,756 +6%
FAIM
260
Financial Advocates Investment Management
Washington
$3.71M -$1.66M -39,736 -31%
CG
261
Colony Group
Massachusetts
$3.64M -$318K -7,612 -8%
VFA
262
Voya Financial Advisors
Connecticut
$3.59M +$23.7K +568 +0.7%
CWM
263
Connecticut Wealth Management
Connecticut
$3.57M -$4.01K -96 -0.1%
CA
264
Cornerstone Advisory
Maryland
$3.5M -$316K -7,552 -8%
6M
265
6 Meridian
Kansas
$3.49M +$1.17K +28 +0%
SIAS
266
Shine Investment Advisory Services
Colorado
$3.48M +$2.84K +68 +0.1%
TC
267
TAP Consulting
Missouri
$3.45M +$3.44M +82,248 New
WB
268
WesBanco Bank
West Virginia
$3.42M -$90.3K -2,160 -3%
BJL
269
Brighton Jones LLC
Washington
$3.36M +$510K +12,212 +18%
OFW
270
Omnia Family Wealth
Florida
$3.34M -$614K -14,704 -16%
NL
271
NWAM LLC
Washington
$3.33M -$32.3K -772 -1%
NF
272
Nikulski Financial
Iowa
$3.28M +$31.9K +764 +1%
EWM
273
Evercore Wealth Management
New York
$3.27M -$36.1K -864 -1%
APA
274
American Portfolios Advisors
New York
$3.25M +$54.3K +1,300 +2%
VCM
275
Vivaldi Capital Management
Illinois
$3.22M -$716K -17,144 -18%