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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIO
601
Seven Post Investment Office
California
$2.67M
CCA
602
Childress Capital Advisors
Texas
$2.66M +$2.62M +41,780 New
IWM
603
IHT Wealth Management
Illinois
$2.66M +$286K +4,568 +12%
SFP
604
Sweet Financial Partners
Minnesota
$2.65M +$2.61M +41,672 New
ACM
605
Advisors Capital Management
New Jersey
$2.64M -$917K -14,624 -26%
DSA
606
Droms Strauss Advisors
Missouri
$2.61M -$34.1K -544 -1%
GSAM
607
Grant Street Asset Management
Pennsylvania
$2.6M +$366K +5,836 +17%
NPI
608
New Perspectives Inc
Mississippi
$2.58M -$12.8K -204 -0.5%
SC
609
Scotia Capital
Ontario, Canada
$2.57M +$626K +9,988 +33%
SAM
610
Secure Asset Management
Michigan
$2.57M +$205K +3,264 +9%
CCP
611
Clarkston Capital Partners
Michigan
$2.57M +$89.5K +1,428 +4%
JFGLC
612
Johnson Financial Group LLC (Colorado)
Colorado
$2.57M -$5.88M -93,864 -70%
KTM
613
Keeler Thomas Management
Utah
$2.56M -$177K -2,816 -7%
CFS
614
CRA Financial Services
New Jersey
$2.56M +$61.9K +988 +3%
HA
615
Hofer & Associates
California
$2.55M +$2.51M +40,076 New
KFGK
616
Keystone Financial Group (Kentucky)
Kentucky
$2.54M +$392K +6,252 +19%
CAGAS
617
Capital Advisory Group Advisory Services
Minnesota
$2.53M +$66.2K +1,056 +3%
TFGT
618
TS Financial Group (TSFG)
Illinois
$2.52M +$163K +2,604 +7%
RWG
619
Regal Wealth Group
California
$2.51M
FLI
620
Family Legacy Inc
South Carolina
$2.5M +$38.9K +620 +2%
SQA
621
Simon Quick Advisors
New Jersey
$2.5M +$210K +3,348 +9%
IA
622
IFP Advisors
Florida
$2.48M +$137K +2,188 +6%
PWP
623
Principle Wealth Partners
Connecticut
$2.47M +$48.6K +776 +2%
FC
624
Ferris Capital
Massachusetts
$2.47M
SC
625
Savant Capital
Illinois
$2.44M +$50.6K +808 +2%