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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
651
RFG Advisory
Alabama
$4.27M -$254K -3,540 -6%
SSWM
652
Sheets Smith Wealth Management
North Carolina
$4.26M +$1.68M +23,328 +67%
RA
653
Rockingstone Advisors
Massachusetts
$4.25M +$512K +7,124 +14%
AWM
654
Apollon Wealth Management
South Carolina
$4.25M -$33.6K -468 -0.8%
IWB
655
Innovative Wealth Building
Maryland
$4.25M -$143K -1,988 -3%
GAM
656
Gotham Asset Management
New York
$4.25M +$1.9M +26,420 +84%
KF
657
Krilogy Financial
Missouri
$4.24M +$4.22M +58,760 New
RIS
658
Retirement Income Solutions
Michigan
$4.23M
FC
659
Fjell Capital
North Dakota
$4.22M -$142K -1,984 -3%
FCM
660
Fogel Capital Management
Florida
$4.22M +$14.4K +200 +0.3%
LWM
661
LongView Wealth Management
Georgia
$4.21M +$1.22M +17,012 +42%
CCA
662
Conservest Capital Advisors
Pennsylvania
$4.2M +$10.1K +140 +0.2%
PA
663
PFG Advisors
Arizona
$4.2M +$4.11M +57,176 New
GWM
664
Greenwich Wealth Management
Connecticut
$4.16M +$71.8K +1,000 +2%
VT
665
Vise Technologies
New York
$4.16M +$308K +4,288 +8%
AC
666
Anson Capital
Georgia
$4.15M +$11.8K +164 +0.3%
PIFP
667
Partners in Financial Planning
Virginia
$4.15M -$56K -780 -1%
DW30
668
Drucker Wealth 3.0
New Jersey
$4.12M -$3.92M -54,604 -49%
ACM
669
Armbruster Capital Management
New York
$4.11M
FVWA
670
Foster Victor Wealth Advisors
South Carolina
$4.1M +$575 +8 +0%
BPWM
671
Badgley Phelps Wealth Managers
Washington
$4.09M -$6.61K -92 -0.2%
MSWA
672
Marshall & Sterling Wealth Advisors
New York
$4.08M +$82.2K +1,144 +2%
IA
673
IFP Advisors
Florida
$4.07M +$12.1K +168 +0.3%
MFG
674
MidWestOne Financial Group
Iowa
$4.07M +$646K +8,992 +19%
AP
675
Americana Partners
Texas
$4.07M -$1.44K -20 -0%