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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
301
Advisory Services Network
Georgia
$8.43M +$481K +7,676 +6%
RIG
302
Roosevelt Investment Group
New York
$8.32M +$8.19M +130,596 New
MWM
303
Marietta Wealth Management
Georgia
$8.31M +$374K +5,972 +5%
PFA
304
Paradigm Financial Advisors
Missouri
$8.22M +$510K +8,136 +7%
DY
305
Dowling & Yahnke
California
$8.21M +$2.77M +44,148 +52%
CT
306
Caldwell Trust
Florida
$8.07M +$194K +3,100 +3%
SAM
307
Silverhawk Asset Management
Arizona
$8.07M +$7.94M +126,664 New
AI
308
Atria Investments
North Carolina
$7.97M +$1.2M +19,208 +18%
WFPG
309
Waller Financial Planning Group
Ohio
$7.95M +$144K +2,296 +2%
BFAG
310
Blackston Financial Advisory Group
Florida
$7.95M +$7.83M +124,836 New
Qube Research & Technologies (QRT)
311
Qube Research & Technologies (QRT)
United Kingdom
$7.94M +$7.82M +124,704 New
GWM
312
Gray Wealth Management
Maine
$7.91M +$273K +4,348 +4%
EWM
313
Evermay Wealth Management
Virginia
$7.87M +$60.4K +964 +0.8%
IWC
314
Integrated Wealth Concepts
Massachusetts
$7.86M -$241K -3,848 -3%
OC
315
Oppenheimer & Co
New York
$7.8M +$250K +3,992 +3%
AFP
316
Ausdal Financial Partners
Iowa
$7.78M +$308K +4,912 +4%
AWM
317
Aries Wealth Management
Maine
$7.76M -$85.8K -1,368 -1%
IHWM
318
Iron Horse Wealth Management
Iowa
$7.75M +$69.5K +1,108 +0.9%
SBL
319
Sargent Bickham Lagudis
Colorado
$7.72M +$16.5K +264 +0.2%
JRFS
320
James Reed Financial Services
Ohio
$7.72M +$7.6M +121,236 New
HR
321
Howe & Rusling
New York
$7.69M +$55.7K +888 +0.7%
LBC
322
Lowe Brockenbrough & Co
Virginia
$7.68M +$410K +6,536 +6%
CAM
323
Cozad Asset Management
Illinois
$7.68M +$849K +13,540 +13%
CWS
324
Cypress Wealth Services
California
$7.67M +$87K +1,388 +1%
SFS
325
Sowell Financial Services
Arkansas
$7.67M +$182K +2,896 +2%