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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OL
501
Optas LLC
Texas
$4.71M -$5.72M -107,144 -57%
Citigroup
502
Citigroup
New York
$4.71M +$1.15M +21,456 +36%
RPCONE
503
Retirement Planning Company of New England
Rhode Island
$4.69M +$40.4K +756 +0.9%
FPAS
504
Focus Partners Advisor Solutions
Missouri
$4.67M -$442K -8,268 -9%
CPL
505
CAP Partners LLC
Tennessee
$4.66M +$4.28M +80,148 New
DWP
506
Destiny Wealth Partners
Florida
$4.64M -$411K -7,684 -9%
FF
507
Farrell Financial
New York
$4.62M +$4.72M +88,400 New
FPIS
508
Financial Planning & Information Services
Wisconsin
$4.59M -$109K -2,036 -3%
RA
509
RFG Advisory
Alabama
$4.59M +$254K +4,760 +6%
FWM
510
Fonville Wealth Management
Virginia
$4.58M +$4.21M +78,768 New
FWS
511
FinDec Wealth Services
California
$4.57M -$954K -17,864 -19%
LA
512
Lane & Associates
New Jersey
$4.53M -$227K -4,252 -5%
CWM
513
Calamos Wealth Management
Illinois
$4.52M
SG
514
StoneX Group
New York
$4.51M +$64.5K +1,208 +2%
BP
515
BBR Partners
New York
$4.45M -$1.95M -36,588 -32%
FLI
516
Family Legacy Inc
South Carolina
$4.45M +$100K +1,880 +3%
RWM
517
Refined Wealth Management
Utah
$4.42M +$2.64M +49,436 +186%
ST
518
Spinnaker Trust
Maine
$4.4M +$168K +3,148 +4%
MMA
519
Miracle Mile Advisors
California
$4.39M +$1.35M +25,244 +50%
CAM
520
CPA Asset Management
Florida
$4.39M +$116K +2,180 +3%
FVWA
521
Foster Victor Wealth Advisors
South Carolina
$4.38M -$40.4K -756 -1%
LWA
522
LWS Wealth Advisors
New Jersey
$4.38M -$32.7K -612 -0.8%
KWMG
523
King Wealth Management Group
Florida
$4.38M +$247K +4,628 +7%
GJIA
524
Glass Jacobson Investment Advisors
Maryland
$4.34M +$324K +6,056 +9%
SMC
525
Smith, Moore & Co
Missouri
$4.33M -$3.36M -62,800 -46%