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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$6.92M
TYCC
302
Texas Yale Capital Corp
Florida
$6.91M +$443K +8,208 +6%
AI
303
Atria Investments
North Carolina
$6.91M +$945K +17,488 +14%
WPC
304
Wedmont Private Capital
Pennsylvania
$6.89M +$2.21M +40,848 +41%
MIAN
305
Mariner Independent Advisor Network
Kansas
$6.88M +$523K +9,684 +8%
MNG
306
Manning & Napier Group
New York
$6.88M
MWM
307
Marietta Wealth Management
Georgia
$6.82M +$128K +2,364 +2%
TCM
308
TD Capital Management
Tennessee
$6.8M -$50.4K -932 -0.7%
SC
309
Sierra Capital
Florida
$6.8M +$23.3K +432 +0.3%
SMC
310
Smith, Moore & Co
Missouri
$6.74M -$82.6K -1,528 -1%
TWP
311
Transparent Wealth Partners
Arkansas
$6.67M +$6.57M +121,672 +887%
BP
312
BBR Partners
New York
$6.66M -$1.41M -26,032 -16%
PRA
313
Pine Ridge Advisers
New York
$6.64M
SC
314
Steph & Co
Wisconsin
$6.64M +$2.48M +45,920 +52%
MCM
315
MAI Capital Management
Ohio
$6.63M +$126K +2,336 +2%
KeyBank National Association
316
KeyBank National Association
Ohio
$6.63M -$229K -4,244 -3%
ASI
317
Advisory Services & Investments
Oregon
$6.62M +$7.26M +134,416 New
SBL
318
Sargent Bickham Lagudis
Colorado
$6.59M -$13K -240 -0.2%
HL
319
HeadInvest LLC
Maine
$6.53M -$432 -8 -0%
BFWA
320
Benchmark Financial Wealth Advisors
Florida
$6.51M -$1.08M -20,012 -13%
AFS
321
Annapolis Financial Services
Maryland
$6.48M +$242K +4,480 +4%
RIG
322
Roosevelt Investment Group
New York
$6.42M -$15.6K -288 -0.2%
CSIA
323
Conrad Siegel Investment Advisors
Pennsylvania
$6.39M -$1.69M -31,280 -19%
SHWM
324
Smith & Howard Wealth Management
Georgia
$6.39M +$1.15M +21,272 +20%
SG
325
StoneX Group
New York
$6.31M -$452K -8,364 -6%