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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
276
BerganKDV Wealth Management
Minnesota
$7.11M +$44.5K +768 +0.6%
IWC
277
Integrated Wealth Concepts
Massachusetts
$7.11M +$1.17M +20,264 +20%
A
278
AdvicePeriod
California
$7.09M -$5.1K -88 -0.1%
TYCC
279
Texas Yale Capital Corp
Florida
$7.08M +$1.62K +28 +0%
MWM
280
Merriman Wealth Management
Washington
$7.07M +$6.91M +119,156 New
CWS
281
Cypress Wealth Services
California
$7.04M -$1.43M -24,616 -17%
BP
282
BBR Partners
New York
$7.02M -$2.29M -39,544 -25%
HR
283
Howe & Rusling
New York
$7.01M -$358K -6,176 -5%
PFA
284
Paradigm Financial Advisors
Missouri
$7M -$421K -7,260 -6%
MWM
285
Marietta Wealth Management
Georgia
$6.88M +$309K +5,340 +5%
RE
286
RBC Europe
United Kingdom
$6.83M +$5.56K +96 +0.1%
AFS
287
Annapolis Financial Services
Maryland
$6.8M +$146K +2,516 +2%
CT
288
Caldwell Trust
Florida
$6.8M -$313K -5,400 -5%
JA
289
JVL Associates
Michigan
$6.78M -$25.7K -444 -0.4%
LBC
290
Lowe Brockenbrough & Co
Virginia
$6.76M -$49.1K -848 -0.7%
GA
291
Geller Advisors
New York
$6.75M +$6.6M +113,804 New
SFS
292
Sowell Financial Services
Arkansas
$6.74M -$1.15M -19,840 -15%
OC
293
Oppenheimer & Co
New York
$6.7M +$370K +6,384 +6%
OIA
294
OneDigital Investment Advisors
Kansas
$6.69M +$188K +3,236 +3%
GWM
295
Gray Wealth Management
Maine
$6.68M +$267K +4,600 +4%
IHWM
296
Iron Horse Wealth Management
Iowa
$6.67M +$551K +9,504 +9%
Thrivent Financial for Lutherans
297
Thrivent Financial for Lutherans
Minnesota
$6.58M
SHGA
298
Sand Hill Global Advisors
California
$6.56M
FMP
299
Financial Management Professionals
Texas
$6.53M +$129K +2,228 +2%
CAG
300
Crestwood Advisors Group
Massachusetts
$6.51M -$27.6K -476 -0.4%