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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Modera Wealth Management
New Jersey
$1.96M -$120K -2,748 -6%
DC
452
Davenport & Co
Virginia
$1.96M +$156K +3,572 +9%
CM
453
Columbus Macro
Pennsylvania
$1.95M
NFG
454
Next Financial Group
Texas
$1.94M +$512K +11,748 +36%
BIM
455
Bridges Investment Management
Nebraska
$1.92M -$7.84K -180 -0.4%
CBFP
456
Cedar Brook Financial Partners
Ohio
$1.92M -$27.9K -640 -1%
KC
457
Kingfisher Capital
North Carolina
$1.89M +$17.3K +396 +0.9%
AFAS
458
Acorn Financial Advisory Services
Virginia
$1.89M +$1.04M +23,956 +127%
FNT
459
First National Trust
Pennsylvania
$1.88M -$37.1K -852 -2%
MA
460
Mutual Advisors
Nebraska
$1.87M -$959K -22,004 -34%
BFG
461
Beacon Financial Group
Texas
$1.87M
RWG
462
Regal Wealth Group
California
$1.85M
PFG
463
PAX Financial Group
Texas
$1.84M -$161K -3,684 -8%
MW
464
Marcum Wealth
Ohio
$1.82M -$427K -9,792 -19%
ACM
465
Advisors Capital Management
New Jersey
$1.81M +$81.6K +1,872 +5%
RWRC
466
R.W. Roge & Company
New York
$1.8M -$143K -3,288 -8%
HC
467
HNP Capital
New York
$1.79M -$399K -9,148 -19%
FHC
468
First Horizon Corporation
Tennessee
$1.79M +$1.77M +40,632 New
CCMD
469
Cypress Capital Management (Delaware)
Delaware
$1.79M +$2.62K +60 +0.1%
CDH
470
Charles D. Hyman
$1.78M
SAM
471
Secure Asset Management
Michigan
$1.76M -$1.18M -27,136 -40%
WAP
472
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$25.4K +584 +2%
SAG
473
Spotlight Asset Group
Illinois
$1.72M +$523 +12 +0%
HCIA
474
Hochman Cole Investment Advisors
Illinois
$1.72M -$34.2K -784 -2%
SFA
475
Sequoia Financial Advisors
Ohio
$1.72M -$539K -12,372 -24%