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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
401
Almanack Investment Partners
Pennsylvania
$7.46M +$414K +7,008 +6%
SWA
402
Stratos Wealth Advisors
Ohio
$7.41M +$243K +4,116 +4%
PAG
403
Private Advisory Group
Washington
$7.4M +$1.29M +21,804 +23%
Citigroup
404
Citigroup
New York
$7.38M +$2.2M +37,216 +46%
1WM
405
1900 Wealth Management
Texas
$7.38M +$34K +576 +0.5%
PWM
406
Perigon Wealth Management
California
$7.36M +$207K +3,500 +3%
SFC
407
Swisher Financial Concepts
Ohio
$7.34M +$278K +4,704 +4%
CIA
408
Concurrent Investment Advisors
Florida
$7.28M +$107K +1,816 +2%
CAG
409
Crestwood Advisors Group
Massachusetts
$7.25M +$437K +7,400 +7%
QIM
410
Quest Investment Management
Oregon
$7.24M +$57.4K +972 +0.8%
WA
411
Waverly Advisors
Alabama
$7.22M +$653K +11,052 +11%
ZIG
412
Zuckerman Investment Group
Illinois
$7.21M +$669K +11,312 +11%
VWA
413
Visionary Wealth Advisors
Illinois
$7.21M +$34K +576 +0.5%
BFAG
414
Blackston Financial Advisory Group
Florida
$7.17M -$9.46K -160 -0.1%
DWP
415
Daymark Wealth Partners
Ohio
$7.16M +$711K +12,028 +12%
TFGT
416
TS Financial Group (TSFG)
Illinois
$7.16M +$1.34M +22,700 +25%
SAM
417
Sawgrass Asset Management
Florida
$7.16M
OL
418
Optas LLC
Texas
$7.15M +$1.97M +33,396 +41%
SWM
419
Spire Wealth Management
Virginia
$6.99M +$5.4M +91,340 +444%
BFWA
420
Benchmark Financial Wealth Advisors
Florida
$6.96M -$144K -2,436 -2%
SC
421
Savant Capital
Illinois
$6.93M -$351K -5,932 -5%
GRP
422
Global Retirement Partners
California
$6.89M -$326K -5,524 -5%
EGWAG
423
Elwood & Goetz Wealth Advisory Group
Georgia
$6.88M +$84.6K +1,432 +1%
Prudential Financial
424
Prudential Financial
New Jersey
$6.88M +$1.36M +22,952 +26%
WF
425
Warner Financial
Maryland
$6.86M +$157K +2,660 +2%