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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
426
Conning Inc
Connecticut
$3.75M +$99.3K +1,644 +3%
RIS
427
Retirement Income Solutions
Michigan
$3.73M
OFW
428
Omnia Family Wealth
Florida
$3.73M
APWM
429
Atlas Private Wealth Management
New York
$3.72M +$171K +2,828 +5%
DC
430
Davenport & Co
Virginia
$3.71M +$485K +8,024 +15%
JWBC
431
John W. Brooker & Co
California
$3.69M -$16.2K -268 -0.4%
FFA
432
First Foundation Advisors
California
$3.68M
SRC
433
Shufro Rose & Co
New York
$3.67M +$2.39M +39,500 +175%
KIA
434
KCM Investment Advisors
California
$3.66M -$12.1K -200 -0.3%
PPWM
435
PFG Private Wealth Management
Florida
$3.64M +$189K +3,128 +5%
CFA
436
Cahill Financial Advisors
Minnesota
$3.59M +$4.35K +72 +0.1%
DSC
437
Duncker Streett & Co
Missouri
$3.57M -$66.2K -1,096 -2%
CA
438
Continuum Advisory
Idaho
$3.54M +$239K +3,952 +7%
FTS
439
Fifth Third Securities
Ohio
$3.54M +$3.62M +59,864 New
SFWA
440
Summit Financial Wealth Advisors
Louisiana
$3.54M -$126K -2,080 -3%
WMG
441
WESCAP Management Group
California
$3.54M -$18.1K -300 -0.5%
HAC
442
Harbor Advisory Corp
New Hampshire
$3.54M +$197K +3,260 +6%
BRWM
443
B. Riley Wealth Management
Tennessee
$3.54M +$3.61M +59,740 New
SWA
444
SOA Wealth Advisors
New York
$3.51M +$19.1K +316 +0.5%
SC
445
SouthState Corp
Florida
$3.51M -$16.7K -276 -0.5%
GJIC
446
Gamble Jones Investment Counsel
California
$3.51M +$383K +6,332 +12%
GWM
447
Greenwich Wealth Management
Connecticut
$3.51M +$76.1K +1,260 +2%
CTC
448
Central Trust Company
Missouri
$3.51M +$138K +2,280 +4%
GG
449
Gleason Group
Kentucky
$3.49M +$130K +2,148 +4%
PA
450
PFG Advisors
Arizona
$3.48M +$246K +4,076 +7%