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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
MorganRosel Wealth Management
Colorado
$4.61M +$42.4K +988 +1%
GWM
252
Geneos Wealth Management
Colorado
$4.59M -$116K -2,696 -3%
DSN
253
D. Scott Neal
Kentucky
$4.57M +$25.8K +600 +0.6%
AWM
254
Aries Wealth Management
Maine
$4.57M
SPIA
255
Steward Partners Investment Advisory
New York
$4.57M +$189K +4,408 +4%
FAIM
256
Financial Advocates Investment Management
Washington
$4.53M +$567K +13,208 +15%
HL
257
HeadInvest LLC
Maine
$4.46M -$6.01K -140 -0.1%
PSUF
258
People's United Financial
Connecticut
$4.4M -$8.59K -200 -0.2%
BBA
259
BLB&B Advisors
Pennsylvania
$4.38M +$132K +3,068 +3%
PCFFS
260
Pacific Center for Financial Services
California
$4.36M -$88.3K -2,056 -2%
WAP
261
Wealthcare Advisory Partners
Pennsylvania
$4.24M +$6.87K +160 +0.2%
FPIS
262
Financial Planning & Information Services
Wisconsin
$4.23M -$20.6K -480 -0.5%
KL
263
KWMG LLC
Kansas
$4.23M +$228K +5,308 +6%
HAC
264
Harbor Advisory Corp
New Hampshire
$4.21M -$55.8K -1,300 -1%
PCM
265
Parsons Capital Management
Rhode Island
$4.1M -$6.87K -160 -0.2%
RJT
266
Raymond James Trust
Florida
$4.09M +$68.9K +1,604 +2%
TPCW
267
TD Private Client Wealth
New York
$4.08M +$3.82M +89,004 New
WA
268
Waverly Advisors
Alabama
$4.03M -$232K -5,396 -6%
WIA
269
Wealthstreet Investment Advisors
Texas
$3.95M +$17.2K +400 +0.5%
WB
270
WesBanco Bank
West Virginia
$3.95M +$300K +6,980 +9%
NF
271
Nikulski Financial
Iowa
$3.95M +$376K +8,768 +11%
CG
272
Colony Group
Massachusetts
$3.94M +$66.5K +1,548 +2%
PW
273
Price Wealth
Texas
$3.91M +$836K +19,472 +29%
WFPG
274
Waller Financial Planning Group
Ohio
$3.9M -$139K -3,240 -4%
PFG
275
PAX Financial Group
Texas
$3.88M +$3.59M +83,640 New