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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Greenwich Wealth Management
Connecticut
$4.1M -$2.62K -36 -0.1%
DT
702
Diversified Trust
Tennessee
$4.1M +$456K +6,268 +12%
CFD
703
Creative Financial Designs
Indiana
$4.1M +$406K +5,584 +11%
AWM
704
Apollon Wealth Management
South Carolina
$4.1M -$100K -1,376 -2%
SW
705
Simplicity Wealth
New Jersey
$4.08M +$337K +4,632 +9%
RIS
706
Retirement Income Solutions
Michigan
$4.07M -$108K -1,484 -3%
CCA
707
Conservest Capital Advisors
Pennsylvania
$4.07M -$86.4K -1,188 -2%
ACM
708
Armbruster Capital Management
New York
$4.06M -$4.37K -60 -0.1%
IWB
709
Innovative Wealth Building
Maryland
$4.06M -$138K -1,896 -3%
CWA
710
Centerline Wealth Advisors
Kentucky
$4.05M -$7.73M -106,232 -66%
GAM
711
Grandview Asset Management
Pennsylvania
$4.04M -$310K -4,268 -7%
MSWA
712
Marshall & Sterling Wealth Advisors
New York
$4.03M -$25.6K -352 -0.6%
FVWA
713
Foster Victor Wealth Advisors
South Carolina
$4.02M -$143K -1,968 -4%
SFA
714
Sequoia Financial Advisors
Ohio
$4.02M +$452K +6,220 +13%
AC
715
Anson Capital
Georgia
$4M -$99.8K -1,372 -2%
AMBIA
716
Allen Mooney & Barnes Investment Advisors
Georgia
$3.98M +$173K +2,380 +5%
KIA
717
KCM Investment Advisors
California
$3.96M
Empower Advisory Group
718
Empower Advisory Group
Colorado
$3.95M +$1.04M +14,236 +35%
FLPIM
719
F.L. Putnam Investment Management
Massachusetts
$3.95M +$1.23M +16,952 +45%
FEG
720
Fund Evaluation Group
Ohio
$3.95M
EWM
721
Evercore Wealth Management
New York
$3.94M
EIG
722
Ellenbecker Investment Group
Wisconsin
$3.92M +$26.5K +364 +0.7%
FAP
723
Financial Advisory Partners
Florida
$3.91M +$72.5K +996 +2%
CAL
724
Capital Analysts LLC
Pennsylvania
$3.89M +$1.71M +23,516 +78%
RWM
725
Refined Wealth Management
Utah
$3.88M +$38.1K +524 +1%