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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CreativeOne Wealth
826
CreativeOne Wealth
Kansas
$2.98M +$250K +3,432 +9%
Wedbush Securities
827
Wedbush Securities
California
$2.97M +$236K +3,248 +9%
GWMR
828
GC Wealth Management RIA
Massachusetts
$2.95M -$1.65M -22,692 -36%
EA
829
Eclectic Associates
California
$2.95M +$59.1K +812 +2%
SF
830
SWP Financial
California
$2.93M +$112K +1,536 +4%
SFS
831
Summit Financial Strategies
Ohio
$2.93M +$122K +1,676 +4%
IPW
832
Intergy Private Wealth
Colorado
$2.92M +$32.9K +452 +1%
DSC
833
Duncker Streett & Co
Missouri
$2.91M -$16.9K -232 -0.6%
BCA
834
Bay Colony Advisors
Massachusetts
$2.91M +$22.7K +312 +0.8%
CWA Asset Management Group
835
CWA Asset Management Group
Florida
$2.9M +$7.27K +100 +0.3%
BFO
836
Boston Family Office
Massachusetts
$2.89M +$60.2K +828 +2%
PI
837
PFG Investments
New York
$2.87M +$74.5K +1,024 +3%
AF
838
Affiance Financial
Minnesota
$2.86M +$340K +4,680 +13%
AMM
839
American Money Management
California
$2.85M -$90.2K -1,240 -3%
MPW
840
MGO Private Wealth
California
$2.85M -$129K -1,772 -4%
BOC
841
Bull Oak Capital
California
$2.85M -$221K -3,040 -7%
SA
842
Sincerus Advisory
New York
$2.84M +$18.9K +260 +0.7%
Wilmington Savings Fund Society
843
Wilmington Savings Fund Society
Delaware
$2.84M +$929K +12,776 +48%
GSIAS
844
Garden State Investment Advisory Services
New Jersey
$2.84M -$6.69K -92 -0.2%
PAS
845
PKS Advisory Services
New York
$2.84M +$2.85M +39,136 New
TW
846
TritonPoint Wealth
Maryland
$2.83M +$152K +2,092 +6%
RPCONE
847
Retirement Planning Company of New England
Rhode Island
$2.81M -$78.3K -1,076 -3%
Farmers & Merchants Investments Inc
848
Farmers & Merchants Investments Inc
Nebraska
$2.8M -$4.07K -56 -0.1%
TBFA
849
Three Bearings Fiduciary Advisors
New Hampshire
$2.75M +$2.7M +37,128 New
MW
850
Members Wealth
Pennsylvania
$2.75M +$340K +4,676 +15%