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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
326
Black Diamond Financial
Maryland
$7.29M +$276K +4,708 +4%
BWA
327
BDO Wealth Advisors
Florida
$7.25M +$1.06M +18,084 +17%
JRFS
328
James Reed Financial Services
Ohio
$7.22M +$16.2K +276 +0.2%
SLT
329
St Louis Trust
Missouri
$7.15M +$5.66M +96,528 +406%
BFS
330
Beacon Financial Strategies
North Carolina
$7.11M +$349K +5,948 +5%
SF
331
Summit Financial
New Jersey
$7.07M +$319K +5,436 +5%
LBC
332
Lowe Brockenbrough & Co
Virginia
$7.03M -$143K -2,444 -2%
Principal Financial Group
333
Principal Financial Group
Iowa
$7M +$5.51M +93,888 +393%
EWM
334
Evermay Wealth Management
Virginia
$6.99M -$344K -5,864 -5%
HPWM
335
Highland Private Wealth Management
Washington
$6.97M +$244K +4,164 +4%
1WM
336
1900 Wealth Management
Texas
$6.96M +$984K +16,776 +17%
IA
337
IFP Advisors
Florida
$6.92M +$7.83M +133,468 +344%
MHS
338
M Holdings Securities
Oregon
$6.91M +$6.82M +116,220 New
LIA
339
LBMC Investment Advisors
Tennessee
$6.87M +$526K +8,968 +8%
CWS
340
Cypress Wealth Services
California
$6.79M -$372K -6,344 -5%
APA
341
American Portfolios Advisors
New York
$6.77M +$576K +9,824 +9%
PFS
342
Prospera Financial Services
Texas
$6.71M +$1.01M +17,224 +18%
SHGA
343
Sand Hill Global Advisors
California
$6.66M +$82.4K +1,404 +1%
AMG
344
Asset Management Group
Connecticut
$6.62M +$11.7K +200 +0.2%
NIM
345
Northeast Investment Management
Massachusetts
$6.59M +$128K +2,180 +2%
Victory Capital Management
346
Victory Capital Management
Texas
$6.58M
RE
347
RBC Europe
United Kingdom
$6.55M +$398K +6,780 +7%
MFA
348
McClarren Financial Advisors
Pennsylvania
$6.52M -$235 -4 -0%
FF
349
Financial Futures
New Jersey
$6.48M +$571K +9,728 +10%
Fiera Capital (Canada)
350
Fiera Capital (Canada)
Quebec, Canada
$6.46M -$435K -7,408 -6%