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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIG
326
Lokken Investment Group
Delaware
$5.13M -$701K -12,920 -12%
HWA
327
Hilltop Wealth Advisors
North Carolina
$5.12M -$1.69M -31,080 -25%
FPIS
328
Financial Planning & Information Services
Wisconsin
$5.11M -$188K -3,460 -4%
Rockefeller Capital Management
329
Rockefeller Capital Management
New York
$5.1M +$898K +16,540 +22%
PCFFS
330
Pacific Center for Financial Services
California
$5.09M -$24.1K -444 -0.5%
MIAN
331
Mariner Independent Advisor Network
Kansas
$5.09M +$200K +3,680 +4%
FMC
332
First Merchants Corp
Indiana
$5.04M +$230K +4,244 +5%
SC
333
Steph & Co
Wisconsin
$5.04M +$79K +1,456 +2%
EVM
334
Eaton Vance Management
Massachusetts
$5.01M +$11.9K +220 +0.2%
AI
335
Atria Investments
North Carolina
$5.01M +$399K +7,352 +9%
PP
336
PDS Planning
Ohio
$5M -$33.6K -620 -0.7%
TCBWMS
337
Texas Capital Bank Wealth Management Services
Texas
$4.99M +$26.9K +496 +0.6%
ATPW
338
Ashton Thomas Private Wealth
Arizona
$4.98M +$716K +13,188 +17%
PMG
339
ProVise Management Group
Florida
$4.96M +$458K +8,444 +10%
MWM
340
MorganRosel Wealth Management
Colorado
$4.91M +$474K +8,732 +11%
WFS
341
Weitzel Financial Services
Iowa
$4.85M +$245K +4,524 +5%
TA
342
Tiedemann Advisors
New York
$4.79M
PCM
343
Parsons Capital Management
Rhode Island
$4.79M -$48K -884 -1%
H
344
HoyleCohen
California
$4.78M +$675K +12,448 +17%
SWM
345
Southern Wealth Management
Texas
$4.77M +$628K +11,572 +16%
RJT
346
Raymond James Trust
Florida
$4.76M -$998K -18,396 -18%
OCM
347
One Capital Management
California
$4.75M +$180K +3,324 +4%
EFS
348
Essex Financial Services
Connecticut
$4.75M +$232K +4,272 +5%
LWA
349
LWS Wealth Advisors
New Jersey
$4.74M -$572K -10,544 -11%
ACP
350
Aveo Capital Partners
Colorado
$4.73M +$4.19M +77,128 +926%