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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
McNaughton Wealth Management
California
$9.09M +$241K +3,848 +3%
MNG
277
Manning & Napier Group
New York
$9.07M
AAS
278
Ameritas Advisory Services
Nebraska
$9.05M +$8.9M +142,036 New
SPIA
279
Steward Partners Investment Advisory
New York
$9.02M +$1.88M +30,024 +27%
UFA
280
US Financial Advisors
Massachusetts
$9.02M +$307K +4,892 +4%
DADC
281
D.A. Davidson & Co
Montana
$8.98M +$1.01M +16,064 +13%
TCM
282
TD Capital Management
Tennessee
$8.94M +$11.5K +184 +0.1%
BFWA
283
Benchmark Financial Wealth Advisors
Florida
$8.94M +$795K +12,688 +10%
EWA
284
Exencial Wealth Advisors
Oklahoma
$8.94M +$8.79M +140,296 New
CP
285
Capital Planning
Washington
$8.87M +$200K +3,188 +2%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$8.83M +$8.69M +138,692 New
FNFDCM
287
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.79M -$178K -2,840 -2%
SCA
288
Sandy Cove Advisors
Massachusetts
$8.79M +$8.65M +138,068 New
GL
289
Graypoint LLC
New York
$8.76M -$4.45M -70,972 -34%
SG
290
StoneX Group
New York
$8.73M +$302K +4,824 +4%
CA
291
CoreCap Advisors
Michigan
$8.69M +$8.56M +136,492 New
EWM
292
Endurance Wealth Management
Rhode Island
$8.68M -$1.25K -20 -0%
RPC
293
Rossmore Private Capital
Connecticut
$8.68M -$38.9K -620 -0.5%
SC
294
Sierra Capital
Florida
$8.66M +$8.52M +135,872 +84,920%
TA
295
TrueWealth Advisors
Alabama
$8.61M +$1.05M +16,696 +14%
PRA
296
Pine Ridge Advisers
New York
$8.59M
PCG
297
Private Capital Group
Connecticut
$8.52M -$366K -5,836 -4%
TYCC
298
Texas Yale Capital Corp
Florida
$8.5M +$75.7K +1,208 +0.9%
SMC
299
Smith, Moore & Co
Missouri
$8.48M +$221K +3,524 +3%
HL
300
HeadInvest LLC
Maine
$8.47M +$136K +2,164 +2%