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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
476
Financial Insights
Washington
$5.26M -$717K -13,412 -13%
OFS
477
OneAscent Financial Services
Alabama
$5.26M +$2.58M +48,332 +115%
SF
478
Synovus Financial
Georgia
$5.26M +$90K +1,684 +2%
GIA
479
Gladstone Institutional Advisory
Florida
$5.24M +$294K +5,512 +7%
RIS
480
Retirement Income Solutions
Michigan
$5.22M +$357K +6,688 +8%
RF
481
Robinswood Financial
Washington
$5.16M -$133K -2,496 -3%
MWM
482
MY Wealth Management
Maryland
$5.16M +$177K +3,308 +4%
PCM
483
Parsons Capital Management
Rhode Island
$5.13M -$22.7K -424 -0.5%
BCWM
484
Bartlett & Co Wealth Management
Ohio
$5.08M -$47.7K -892 -1%
BC
485
Bartlett & Co
Ohio
$5.08M -$47.7K -892 -1%
EFS
486
Essex Financial Services
Connecticut
$5.08M +$361K +6,748 +8%
Prudential Financial
487
Prudential Financial
New Jersey
$5.07M +$118K +2,216 +3%
Focus Partners Wealth
488
Focus Partners Wealth
Massachusetts
$5.06M +$4.65M +87,052 New
CIP
489
Capital Insight Partners
Arizona
$5.03M +$95.7K +1,792 +2%
LC
490
Lindbrook Capital
California
$5.01M -$117K -2,188 -2%
BA
491
Bristlecone Advisors
Washington
$4.98M +$22.2K +416 +0.5%
RWIA
492
Roger Wittlin Investment Advisory
California
$4.98M +$272K +5,100 +6%
AI
493
Atria Investments
North Carolina
$4.9M -$1.04M -19,500 -19%
LIG
494
Lokken Investment Group
Delaware
$4.9M +$191K +3,576 +4%
ZCM
495
Ziegler Capital Management
Illinois
$4.86M +$22K +412 +0.5%
HIM
496
Hanlon Investment Management
New Jersey
$4.8M +$4.41M +82,468 New
ASN
497
Advisory Services Network
Georgia
$4.76M -$2.05M -38,376 -32%
HC
498
Hillman Company
Pennsylvania
$4.76M
EWA
499
EP Wealth Advisors
California
$4.75M -$27.6K -516 -0.6%
SIM
500
Stratos Investment Management
Ohio
$4.71M -$126K -2,352 -3%