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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
851
Legacy Bridge
Iowa
$8K
AIP
852
Ameritas Investment Partners
Nebraska
$7K
HCC
853
Hirtle Callaghan & Co
Pennsylvania
$7K
LPWM
854
Lake Point Wealth Management
Texas
$7K +$6K +156 New
CCMW
855
Cypress Capital Management (Wyoming)
Wyoming
$7K +$6.46K +168 New
PFBT
856
Parkside Financial Bank & Trust
Missouri
$6K -$4.31K -112 -42%
LYV
857
Live Your Vision
Pennsylvania
$6K
TRCT
858
Tower Research Capital (TRC)
New York
$6K +$4.77K +124 +620%
IAS
859
IMA Advisory Services
Colorado
$6K +$5.54K +144 New
EWM
860
Edge Wealth Management
New York
$4K +$4K +104 New
HH
861
HWG Holdings
Texas
$3K
SIS
862
Sound Income Strategies
Florida
$3K
FCMT
863
Founders Capital Management (Texas)
Texas
$2K
PGWM
864
Parisi Gray Wealth Management
New Jersey
$2K
CT
865
Clearstead Trust
Maine
$1K
AAMA
866
Advanced Asset Management Advisors
Ohio
-$6.77M -196,000 Closed
W
867
WealthOne
New York
-$5.95M -172,140 Closed
HCM
868
Howard Capital Management
Georgia
-$4.72M -137,732 Closed
LWMT
869
Legacy Wealth Management (Tennessee)
Tennessee
-$2.35M -67,916 Closed
SMDAM
870
Sumitomo Mitsui DS Asset Management
Japan
-$1.48M -42,712 Closed
Citadel Advisors
871
Citadel Advisors
Florida
-$1.32M -38,360 Closed
Millennium Management
872
Millennium Management
New York
-$1.31M -38,016 Closed
BAM
873
Belpointe Asset Management
Nevada
-$729K -21,104 Closed
HHGA
874
Halbert Hargrove Global Advisors
California
-$565K -16,348 Closed
GP
875
Girard Partners
Pennsylvania
-$550K -15,928 Closed