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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSA
301
Droms Strauss Advisors
Missouri
$3.65M -$14.4M -375,700 -81%
PP
302
PDS Planning
Ohio
$3.58M +$1.92M +50,136 +134%
OC
303
Oppenheimer & Co
New York
$3.56M +$145K +3,792 +5%
SMC
304
Smith, Moore & Co
Missouri
$3.56M +$1.48M +38,532 +80%
PCM
305
Parsons Capital Management
Rhode Island
$3.54M -$226K -5,888 -6%
AA
306
Alesco Advisors
New York
$3.54M +$352K +9,200 +12%
SFG
307
Sage Financial Group
Pennsylvania
$3.52M +$1.47M +38,376 +81%
KAH
308
Kathryn A. Hall
$3.5M +$342K +8,940 +12%
HPWM
309
Highland Private Wealth Management
Washington
$3.46M +$143K +3,740 +5%
BJL
310
Brighton Jones LLC
Washington
$3.43M -$31.6K -824 -1%
CG
311
Colony Group
Massachusetts
$3.38M +$47.2K +1,232 +2%
BG
312
Berry Group
Massachusetts
$3.38M +$321K +8,372 +11%
TPCW
313
TD Private Client Wealth
New York
$3.38M +$333K +8,688 +12%
MWM
314
MorganRosel Wealth Management
Colorado
$3.36M -$572K -14,944 -15%
KL
315
KWMG LLC
Kansas
$3.35M +$86K +2,244 +3%
SIAS
316
Shine Investment Advisory Services
Colorado
$3.34M -$46K -1,200 -1%
EWM
317
Evercore Wealth Management
New York
$3.33M +$138K +3,600 +5%
TCWM
318
Total Clarity Wealth Management
Illinois
$3.33M +$3.11M +81,284 New
MAFM
319
Mid Atlantic Financial Management
Pennsylvania
$3.28M +$21.9K +572 +0.7%
FNBOO
320
First National Bank of Omaha
Nebraska
$3.25M -$157K -4,100 -5%
AFP
321
Ausdal Financial Partners
Iowa
$3.23M -$363K -9,484 -11%
FFA
322
First Foundation Advisors
California
$3.19M -$7.81K -204 -0.3%
MAM
323
Marquette Asset Management
Minnesota
$3.18M +$487K +12,716 +20%
VA
324
Valmark Advisers
Ohio
$3.17M -$113K -2,948 -4%
NL
325
NWAM LLC
Washington
$3.17M +$2.96M +77,288 New