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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
801
Russell Investments Group
United Kingdom
$3.14M +$1.11M +15,320 +55%
NAS
802
NWF Advisory Services
California
$3.13M -$38.7K -532 -1%
CFA
803
CWS Financial Advisors
Michigan
$3.13M +$65.5K +900 +2%
SIP
804
Snowwater Investment Partners
Connecticut
$3.11M +$3.12M +42,840 New
BBWP
805
Beacon Bridge Wealth Partners
Pennsylvania
$3.09M -$416K -5,712 -12%
RWP
806
Revolve Wealth Partners
New Jersey
$3.06M -$37.2K -512 -1%
CI
807
Conning Inc
Connecticut
$3.06M
SA
808
Sovran Advisors
California
$3.05M -$7.27K -100 -0.2%
G
809
Gainplan
Michigan
$3.05M +$239K +3,288 +8%
IFG
810
Independent Financial Group
California
$3.04M +$190K +2,612 +7%
WF
811
Welch & Forbes
Massachusetts
$3.04M +$190K +2,612 +7%
SWM
812
Selby Wealth Management
California
$3.04M +$3.05M +41,872 New
SWA
813
SOA Wealth Advisors
New York
$3.03M -$167K -2,300 -5%
HTC
814
Haverford Trust Company
Pennsylvania
$3.02M +$128K +1,760 +4%
VCP
815
Verus Capital Partners
Arizona
$3.02M -$285K -3,924 -9%
TCOV
816
Trust Company of Vermont
Vermont
$3.01M +$202K +2,776 +7%
FFL
817
Financial Freedom LLC
Ohio
$3M -$29.7K -408 -1%
SSI
818
Scott & Selber Inc
Texas
$3M +$17.2K +236 +0.6%
BL
819
Balentine LLC
Georgia
$2.99M
SAI
820
Savvy Advisors Inc
New York
$2.99M +$1.17M +16,152 +64%
RSWM
821
Robertson Stephens Wealth Management
California
$2.99M +$368K +5,056 +14%
NP
822
NorthRock Partners
Minnesota
$2.99M +$1.41M +19,340 +89%
VAM
823
Virtue Asset Management
Illinois
$2.98M +$16K +220 +0.5%
CW
824
CreativeOne Wealth
Kansas
$2.98M +$250K +3,432 +9%
WS
825
Wedbush Securities
California
$2.97M +$236K +3,248 +9%