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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
401
PFG Private Wealth Management
Florida
$2.16M +$2.02M +52,628 New
SSB
402
Sandy Spring Bank
Maryland
$2.14M -$110K -2,872 -5%
AMG
403
Asset Management Group
Connecticut
$2.13M +$53.2K +1,388 +3%
PAS
404
Park Avenue Securities
New York
$2.12M +$1.98M +51,780 New
SFA
405
Sequoia Financial Advisors
Ohio
$2.11M +$909K +23,740 +86%
MW
406
Marcum Wealth
Ohio
$2.09M +$1.47M +38,456 +304%
RFM
407
Royal Fund Management
Florida
$2.09M -$2.04M -53,196 -51%
GWM
408
Geneos Wealth Management
Colorado
$2.09M -$1.83M -47,676 -47%
EGWAG
409
Elwood & Goetz Wealth Advisory Group
Georgia
$2.08M +$302K +7,876 +18%
SG
410
StoneX Group
New York
$2.07M -$70.6K -1,844 -4%
JAFL
411
Jay A. Fishman Ltd
Michigan
$2.07M -$2.09M -54,632 -52%
SAM
412
S.A. Mason
Michigan
$2.07M -$174K -4,540 -8%
MNBTD
413
Moody National Bank Trust Division
Texas
$2.05M
MAG
414
Mokosak Advisory Group
Iowa
$2.04M -$51.2K -1,336 -3%
BSW
415
Buckingham Strategic Wealth
Missouri
$2.04M -$1.32M -34,468 -41%
Renaissance Technologies
416
Renaissance Technologies
New York
$2M +$1.55M +40,400 +481%
GRP
417
Global Retirement Partners
California
$1.99M +$671K +17,516 +56%
CA
418
Continuum Advisory
Idaho
$1.98M +$72.3K +1,888 +4%
LFG
419
LifePlan Financial Group
Ohio
$1.98M -$8.43K -220 -0.5%
JWCA
420
J.W. Cole Advisors
Florida
$1.98M +$1.33M +34,800 +260%
CIP
421
Capital Insight Partners
Arizona
$1.97M -$29.7K -776 -2%
BOM
422
Bank of Marin
California
$1.97M
Cerity Partners
423
Cerity Partners
New York
$1.96M +$254K +6,620 +16%
ATC
424
Adirondack Trust Company
New York
$1.96M
HAC
425
Harbor Advisory Corp
New Hampshire
$1.96M -$1.94M -50,520 -51%