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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIG
476
Lokken Investment Group
Delaware
$6.2M +$224K +3,564 +4%
PFG
477
PAX Financial Group
Texas
$6.18M -$169K -2,684 -3%
FIS
478
Fischer Investment Strategies
California
$6.16M -$5.84M -92,996 -50%
Financial Engines Advisors
479
Financial Engines Advisors
California
$6.11M -$458K -7,288 -7%
SPC
480
Sigma Planning Corp
Michigan
$6.11M -$249K -3,964 -4%
CPL
481
CAP Partners LLC
Tennessee
$6.06M +$280K +4,460 +5%
GIA
482
Gladstone Institutional Advisory
Florida
$6.02M -$19.6K -312 -0.3%
FPB
483
First PREMIER Bank
South Dakota
$6.01M -$188K -2,988 -3%
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.01M +$1.16M +18,464 +25%
UCFA
485
United Capital Financial Advisors
Texas
$5.97M +$3.77K +60 +0.1%
MW
486
MBL Wealth
North Carolina
$5.96M -$53K -844 -0.9%
OCM
487
One Capital Management
California
$5.95M +$21.3K +340 +0.4%
CIP
488
Capital Insight Partners
Arizona
$5.89M -$92.9K -1,480 -2%
BAG
489
Bridgewealth Advisory Group
California
$5.86M +$493K +7,844 +10%
LWM
490
Latko Wealth Management
Illinois
$5.83M +$5.55M +88,460 New
HI
491
Harbour Investments
Wisconsin
$5.82M +$1.04M +16,640 +23%
MAM
492
Mystic Asset Management
Rhode Island
$5.76M -$288K -4,580 -5%
RIA
493
Regal Investment Advisors
Michigan
$5.73M +$369K +5,872 +7%
FFA
494
Farther Finance Advisors
California
$5.71M +$1.62M +25,784 +42%
CA
495
Capital Advantage
California
$5.66M +$795K +12,668 +17%
BWM
496
Benchmark Wealth Management
Connecticut
$5.65M +$457K +7,280 +9%
CA
497
Continuum Advisory
Idaho
$5.65M -$7.79K -124 -0.2%
DC
498
Davenport & Co
Virginia
$5.63M +$113K +1,804 +2%
RA
499
RFG Advisory
Alabama
$5.52M +$935K +14,896 +22%
RF
500
Robinswood Financial
Washington
$5.5M -$55.5K -884 -1%