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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
451
Cypress Wealth Services
California
$6M -$118K -1,936 -2%
CFP
452
Cascade Financial Partners
California
$5.91M -$126K -2,072 -2%
BA
453
Bristlecone Advisors
Washington
$5.91M +$27K +444 +0.5%
BJL
454
Brighton Jones LLC
Washington
$5.89M -$341K -5,612 -5%
SPC
455
Sigma Planning Corp
Michigan
$5.85M -$788K -12,972 -12%
PFG
456
PAX Financial Group
Texas
$5.83M -$266K -4,376 -4%
FF
457
Farrell Financial
New York
$5.83M +$194K +3,200 +3%
FWM
458
Fonville Wealth Management
Virginia
$5.79M +$533K +8,776 +10%
FMC
459
First Merchants Corp
Indiana
$5.78M +$97.2K +1,600 +2%
FPCG
460
Forum Private Client Group
Indiana
$5.76M +$54.7K +900 +1%
HFW
461
Horizon Family Wealth
Illinois
$5.75M -$46.4K -764 -0.8%
JIC
462
Johnson Investment Counsel
Ohio
$5.75M +$21.9K +360 +0.4%
PCM
463
Parsons Capital Management
Rhode Island
$5.71M +$179K +2,940 +3%
WCFA
464
Walkner Condon Financial Advisors
Wisconsin
$5.71M +$212K +3,492 +4%
FPB
465
First PREMIER Bank
South Dakota
$5.69M -$79.7K -1,312 -1%
BWP
466
Bernardo Wealth Planning
Pennsylvania
$5.65M +$387K +6,376 +7%
CANC
467
Culbertson A N & Co
Virginia
$5.59M -$89.9K -1,480 -2%
BAWM
468
Bennett Associates Wealth Management
Pennsylvania
$5.57M -$645K -10,620 -10%
MAM
469
Mystic Asset Management
Rhode Island
$5.57M +$61.3K +1,008 +1%
GIA
470
Gladstone Institutional Advisory
Florida
$5.55M +$154K +2,532 +3%
MW
471
MBL Wealth
North Carolina
$5.52M +$195K +3,204 +4%
Betterment LLC
472
Betterment LLC
New York
$5.5M +$3.62M +59,512 +190%
CIP
473
Capital Insight Partners
Arizona
$5.49M +$6.81K +112 +0.1%
UCFA
474
United Capital Financial Advisors
Texas
$5.48M -$76.8K -1,264 -1%
LIG
475
Lokken Investment Group
Delaware
$5.47M +$165K +2,720 +3%