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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
501
James J. Burns & Company
New York
$2.93M +$3.26M +62,320 New
SFS
502
Sowell Financial Services
Arkansas
$2.93M +$3.25M +62,284 New
FFA
503
First Foundation Advisors
California
$2.92M -$349K -6,672 -10%
CIAS
504
Capital Investment Advisory Services
North Carolina
$2.92M +$743K +14,212 +30%
OFW
505
Omnia Family Wealth
Florida
$2.92M -$48.1K -920 -1%
ZIG
506
Zuckerman Investment Group
Illinois
$2.88M +$215K +4,112 +7%
MAG
507
Mokosak Advisory Group
Iowa
$2.87M +$542K +10,364 +21%
G
508
Gainplan
Michigan
$2.85M +$126K +2,412 +4%
EWA
509
EP Wealth Advisors
California
$2.84M +$1.08M +20,740 +52%
KL
510
KWMG LLC
Kansas
$2.83M -$106K -2,020 -3%
MWA
511
Meridian Wealth Advisors
Texas
$2.83M -$584K -11,184 -16%
SS
512
Simplicity Solutions
Minnesota
$2.82M +$77.1K +1,476 +3%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$2.81M -$2.01M -38,484 -39%
FFW
514
Fusion Family Wealth
New York
$2.81M +$82.6K +1,580 +3%
Renaissance Technologies
515
Renaissance Technologies
New York
$2.8M +$2.47M +47,200 +381%
ACM
516
Advisors Capital Management
New Jersey
$2.79M +$705K +13,496 +34%
YWS
517
Yarger Wealth Strategies
Ohio
$2.79M -$1.85M -35,408 -37%
GCA
518
Gradient Capital Advisors
California
$2.78M -$338K -6,460 -10%
SFWA
519
Summit Financial Wealth Advisors
Louisiana
$2.78M -$82.4K -1,576 -3%
GC
520
Gilbert & Cook
Iowa
$2.78M -$59.8K -1,144 -2%
KSWA
521
Kathleen S. Wright Associates
Pennsylvania
$2.78M +$596K +11,408 +24%
KIA
522
KCM Investment Advisors
California
$2.76M -$21.9K -420 -0.7%
SWA
523
SOA Wealth Advisors
New York
$2.74M +$34.7K +664 +1%
CF
524
Centaurus Financial
California
$2.73M +$231K +4,424 +8%
AIA
525
Alera Investment Advisors
Illinois
$2.72M +$137K +2,616 +5%