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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
726
Strategic Wealth Partners
Ohio
$20K +$20.3K +516 New
PWAG
727
Polaris Wealth Advisory Group
California
$17K +$17.6K +448 New
HT
728
Heritage Trust
Oklahoma
$16K
FPFS
729
First Personal Financial Services
North Carolina
$15K -$1.89K -48 -11%
AWM
730
AllSquare Wealth Management
New York
$15K
GI
731
Gradient Investments
Minnesota
$13K +$13.4K +340 New
GFP
732
Gryphon Financial Partners
Ohio
$11K
MCM
733
Monument Capital Management
Virginia
$11K +$945 +24 +8%
ACS
734
Archford Capital Strategies
Illinois
$11K +$11.3K +288 New
GBBWRPM
735
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K +$10.2K +260 New
BRC
736
Bell Rock Capital
Delaware
$9K
LWA
737
Lenox Wealth Advisors
New York
$9K
FCAG
738
First Capital Advisors Group
New Jersey
$9K +$9.45K +240 New
HCM
739
Highlander Capital Management
New Jersey
$8K
KF
740
Krilogy Financial
Missouri
$8K
HCC
741
Hirtle Callaghan & Co
Pennsylvania
$7K
LYV
742
Live Your Vision
Pennsylvania
$7K
TFO
743
Tarbox Family Office
California
$7K
AIP
744
Ameritas Investment Partners
Nebraska
$6K
KTC
745
Kistler-Tiffany Companies
Pennsylvania
$6K
PFBT
746
Parkside Financial Bank & Trust
Missouri
$6K
HFP
747
Holistic Financial Partners
Indiana
$5K +$5.2K +132 New
TI
748
Truepoint Inc
Ohio
$4.97K -$712K -18,072 -86%
VCM
749
Virtue Capital Management
Tennessee
$4K +$2.68K +68 +283%
Barclays
750
Barclays
United Kingdom
$4K +$4.09K +104 New