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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CANC
351
Culbertson A N & Co
Virginia
$2.44M +$212K +4,944 +10%
CM
352
Columbus Macro
Pennsylvania
$2.42M
DY
353
Dowling & Yahnke
California
$2.4M -$41.9K -976 -2%
EWA
354
Exencial Wealth Advisors
Oklahoma
$2.38M +$1.83M +42,716 +397%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$2.38M +$179K +4,172 +8%
RWP
356
RWA Wealth Partners
Massachusetts
$2.37M +$278K +6,480 +14%
KC
357
Kingfisher Capital
North Carolina
$2.37M -$39.5K -920 -2%
AI
358
Atria Investments
North Carolina
$2.37M +$671K +15,636 +42%
EA
359
Elm Advisors
California
$2.37M +$105K +2,440 +5%
SC
360
Steph & Co
Wisconsin
$2.36M +$2.28M +53,048 New
OCM
361
One Capital Management
California
$2.36M -$79.7K -1,856 -3%
HSA
362
HBK Sorce Advisory
Pennsylvania
$2.34M -$33.3K -776 -1%
JAFL
363
Jay A. Fishman Ltd
Michigan
$2.34M +$28.3K +660 +1%
NFG
364
Nations Financial Group
Iowa
$2.33M +$52.9K +1,232 +2%
JG
365
Jefferies Group
New York
$2.31M +$2.23M +51,976 New
MIAN
366
Mariner Independent Advisor Network
Kansas
$2.31M +$179K +4,160 +9%
BCP
367
Berkeley Capital Partners
Georgia
$2.3M +$22.2K +516 +1%
QCG
368
Quadrant Capital Group
Ohio
$2.3M +$159K +3,700 +8%
LFG
369
LifePlan Financial Group
Ohio
$2.28M -$53.2K -1,240 -2%
TA
370
Tiedemann Advisors
New York
$2.27M +$42.9K +1,000 +2%
GVAG
371
Great Valley Advisor Group
Delaware
$2.27M +$50.2K +1,168 +2%
BUB
372
BBVA USA Bancshares
Texas
$2.26M +$896K +20,860 +70%
AIM
373
Aspen Investment Management
Michigan
$2.24M +$12K +280 +0.6%
ACM
374
Advisors Capital Management
New Jersey
$2.23M +$22.8K +532 +1%
HB
375
Homrich & Berg
Georgia
$2.22M +$25.9K +604 +1%