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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
651
John W. Brooker & Co
California
$3.71M -$45.4K -676 -1%
CCA
652
Conservest Capital Advisors
Pennsylvania
$3.71M -$29.5K -440 -0.8%
Congress Wealth Management
653
Congress Wealth Management
Massachusetts
$3.7M +$2.06M +30,752 +117%
HWA
654
Hilltop Wealth Advisors
North Carolina
$3.7M -$232K -3,452 -6%
PIFP
655
Partners in Financial Planning
Virginia
$3.7M +$12.9K +192 +0.3%
Pine Valley Investments
656
Pine Valley Investments
New Jersey
$3.69M +$35.7K +532 +0.9%
FCM
657
Fogel Capital Management
Florida
$3.67M -$4.29K -64 -0.1%
RCWM
658
Red Crane Wealth Management
California
$3.67M +$22.8K +340 +0.6%
AC
659
Anson Capital
Georgia
$3.67M +$3.6M +53,596 +1,685%
Signature Estate & Investment Advisors
660
Signature Estate & Investment Advisors
California
$3.66M -$105K -1,560 -3%
MFT
661
Moisand Fitzgerald Tamayo
Florida
$3.66M -$109K -1,628 -3%
FHA
662
Flagship Harbor Advisors
Massachusetts
$3.66M +$128K +1,908 +3%
MPCL
663
My Personal CFO LLC
Washington
$3.64M +$9.13K +136 +0.2%
Level Four Advisory Services
664
Level Four Advisory Services
Texas
$3.64M +$85.9K +1,280 +2%
WMG
665
WESCAP Management Group
California
$3.63M +$90.7K +1,352 +2%
LSA
666
Lion Street Advisors
Texas
$3.63M +$11.8K +176 +0.3%
Wedbush Securities
667
Wedbush Securities
California
$3.63M -$16.1K -240 -0.4%
CPL
668
CAP Partners LLC
Tennessee
$3.62M -$2.36M -35,108 -39%
FAB
669
First American Bank
Illinois
$3.62M +$279K +4,152 +8%
AWAP
670
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.61M +$164K +2,448 +5%
RGF
671
Retirement Guys Formula
Ohio
$3.6M +$394K +5,876 +12%
Americana Partners
672
Americana Partners
Texas
$3.59M -$646K -9,628 -15%
CWM
673
Cornerstone Wealth Management
Missouri
$3.59M -$165K -2,460 -4%
GWM
674
Greenwich Wealth Management
Connecticut
$3.56M -$805 -12 -0%
Atria Investments
675
Atria Investments
North Carolina
$3.55M -$719K -10,712 -16%