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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
426
Sigma Planning Corp
Michigan
$6.85M +$3.77M +63,860 +140%
HR
427
Howe & Rusling
New York
$6.81M -$1.58M -26,688 -20%
MWA
428
Meridian Wealth Advisors
Texas
$6.81M +$252K +4,268 +4%
AFP
429
Ausdal Financial Partners
Iowa
$6.77M +$786K +13,296 +14%
CWMU
430
Caliber Wealth Management (Utah)
Utah
$6.71M +$242K +4,092 +4%
MOS
431
MGO One Seven
Ohio
$6.66M +$914K +15,464 +17%
IAN
432
Integrated Advisors Network
Texas
$6.65M +$89.8K +1,520 +1%
KPWS
433
Kestra Private Wealth Services
Texas
$6.63M -$291K -4,916 -4%
CSPIA
434
Cary Street Partners Investment Advisory
Virginia
$6.62M +$906K +15,336 +17%
UBV
435
United Bank (Virginia)
Virginia
$6.61M +$483K +8,172 +8%
MWM
436
MorganRosel Wealth Management
Colorado
$6.6M +$372K +6,292 +6%
KSWA
437
Kathleen S. Wright Associates
Pennsylvania
$6.56M +$169K +2,852 +3%
CA
438
CoreCap Advisors
Michigan
$6.55M -$5.86M -99,192 -49%
MA
439
MONECO Advisors
Connecticut
$6.53M +$619K +10,472 +11%
Kovitz Investment Group Partners
440
Kovitz Investment Group Partners
Illinois
$6.51M +$525K +8,876 +9%
XF
441
XML Financial
Maryland
$6.49M +$68.3K +1,156 +1%
GCP
442
Gill Capital Partners
Colorado
$6.46M +$638K +10,796 +11%
CA
443
Cornerstone Advisory
Maryland
$6.45M +$2.38M +40,276 +64%
WP
444
WMS Partners
Maryland
$6.44M -$70.9K -1,200 -1%
BJL
445
Brighton Jones LLC
Washington
$6.43M +$72.8K +1,232 +1%
Financial Engines Advisors
446
Financial Engines Advisors
California
$6.42M -$1.29M -21,840 -18%
BAWM
447
Bennett Associates Wealth Management
Pennsylvania
$6.41M -$3.64M -61,584 -38%
NWM
448
Northcape Wealth Management
New York
$6.39M -$168K -2,840 -3%
SC
449
Steph & Co
Wisconsin
$6.37M +$185K +3,136 +3%
CWS
450
Cypress Wealth Services
California
$6.32M -$66.9K -1,132 -1%