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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
526
PAX Financial Group
Texas
$2.59M -$131K -2,172 -5%
WS
527
Wedbush Securities
California
$2.56M +$134K +2,224 +5%
BIM
528
Bridges Investment Management
Nebraska
$2.55M
PG
529
Prostatis Group
Maryland
$2.55M +$281K +4,656 +12%
KTM
530
Keeler Thomas Management
Utah
$2.54M -$4.59K -76 -0.2%
DC
531
DeDora Capital
California
$2.53M -$3.38K -56 -0.1%
TCWA
532
Ten Capital Wealth Advisors
Washington
$2.52M +$1.46M +24,160 +131%
DWM
533
Defined Wealth Management
Oregon
$2.52M
MWM
534
Modera Wealth Management
New Jersey
$2.52M -$137K -2,264 -5%
DIA
535
Dana Investment Advisors
Wisconsin
$2.5M +$43.3K +716 +2%
FC
536
Ferris Capital
Massachusetts
$2.49M +$2.34M +38,752 New
SS
537
Simplicity Solutions
Minnesota
$2.48M +$681K +11,268 +37%
JAFL
538
Jay A. Fishman Ltd
Michigan
$2.48M -$60.4K -1,000 -2%
JFA
539
Johanson Financial Advisors
California
$2.48M +$141K +2,328 +6%
RPCA
540
Running Point Capital Advisors
California
$2.48M +$70.3K +1,164 +3%
SPIO
541
Seven Post Investment Office
California
$2.48M +$404K +6,692 +19%
DSA
542
Droms Strauss Advisors
Missouri
$2.46M -$551K -9,120 -18%
AIM
543
Anchor Investment Management
South Carolina
$2.46M +$12.6K +208 +0.5%
BC
544
Burleson & Co
California
$2.44M +$105K +1,744 +4%
BSSFA
545
Baron Silver Stevens Financial Advisors
Florida
$2.44M +$94.5K +1,564 +4%
NPI
546
New Perspectives Inc
Mississippi
$2.41M +$483 +8 +0%
FLI
547
Family Legacy Inc
South Carolina
$2.4M +$25.1K +416 +1%
FPS
548
Fieldpoint Private Securities
Connecticut
$2.38M +$218K +3,612 +10%
VCM
549
Virtue Capital Management
Tennessee
$2.37M +$92.8K +1,536 +4%
RWG
550
Regal Wealth Group
California
$2.33M