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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
251
New York Life Investment Management
New York
$6.77M +$3.5M +72,276 +123%
PFA
252
Paradigm Financial Advisors
Missouri
$6.77M -$979K -20,220 -13%
SAM
253
SP Asset Management
California
$6.76M +$25K +516 +0.4%
BDF
254
Black Diamond Financial
Maryland
$6.74M -$110K -2,268 -2%
CP
255
Capital Planning
Washington
$6.67M +$6.25M +129,004 New
WFPG
256
Waller Financial Planning Group
Ohio
$6.54M +$136K +2,816 +2%
DL
257
DOHJ LLC
Washington
$6.47M +$3.24M +67,004 +126%
HR
258
Howe & Rusling
New York
$6.4M -$2.45M -50,548 -29%
HWA
259
Hilltop Wealth Advisors
North Carolina
$6.39M -$143K -2,956 -2%
SBL
260
Sargent Bickham Lagudis
Colorado
$6.38M +$96.6K +1,996 +2%
SFS
261
Sowell Financial Services
Arkansas
$6.33M -$50.7K -1,048 -0.8%
TYCC
262
Texas Yale Capital Corp
Florida
$6.32M -$251K -5,184 -4%
NFG
263
Nations Financial Group
Iowa
$6.29M +$683K +14,100 +13%
SCA
264
STALEY CAPITAL ADVISERS
Pennsylvania
$6.24M +$184K +3,800 +3%
A
265
AdvicePeriod
California
$6.24M -$76.9K -1,588 -1%
Victory Capital Management
266
Victory Capital Management
Texas
$6.22M
BWM
267
BerganKDV Wealth Management
Minnesota
$6.18M +$385K +7,956 +7%
BWM
268
BCGM Wealth Management
Indiana
$6.18M +$5.35M +110,588 New
RPC
269
Rossmore Private Capital
Connecticut
$6.12M -$24K -496 -0.4%
Legacy Financial Group (Iowa)
270
Legacy Financial Group (Iowa)
Iowa
$6.09M +$5.71M +117,868 New
AWM
271
Aries Wealth Management
Maine
$6.09M -$42.6K -880 -0.8%
EWM
272
Endurance Wealth Management
Rhode Island
$6.08M
AFP
273
Ausdal Financial Partners
Iowa
$5.99M +$1.55M +32,052 +38%
JA
274
JVL Associates
Michigan
$5.93M
SW
275
SVB Wealth
Massachusetts
$5.92M +$413K +8,532 +8%