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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
851
Pathstone Family Office
New Jersey
$31K
CAL
852
Capital Analysts LLC
Pennsylvania
$30K
AF
853
Allworth Financial
California
$28K -$55.3K -1,324 -67%
FPFS
854
First Personal Financial Services
North Carolina
$28K
CIM
855
Contravisory Investment Management
Massachusetts
$27K
LWA
856
Lenox Wealth Advisors
New York
$27K +$27.2K +652 New
LF
857
Lee Financial
Texas
$26K -$40.6K -972 -61%
LIA
858
LS Investment Advisors
Michigan
$26K
BDWM
859
Brewin Dolphin Wealth Management
Ireland
$26K
BCM
860
Blume Capital Management
California
$23K -$167 -4 -0.7%
AA
861
AlphaMark Advisors
Kentucky
$21K
1832 Asset Management
862
1832 Asset Management
Ontario, Canada
$21K +$20.9K +500 New
GWAG
863
Garrett Wealth Advisory Group
Texas
$20.3K +$20.2K +484 New
APC
864
Aspire Private Capital
North Carolina
$20K +$19.9K +476 New
QCIG
865
Quad-Cities Investment Group
Iowa
$18K
AWM
866
AllSquare Wealth Management
New York
$17K -$17.2K -412 -51%
RMC
867
Resources Management Corp
Connecticut
$17K +$16.7K +400 New
CWM
868
Cedar Wealth Management
California
$15K
OSNBOA
869
Old Second National Bank of Aurora
Illinois
$14K -$84.4K -2,020 -85%
FANJ
870
Financial Architects (New Jersey)
New Jersey
$13K -$2.84M -67,876 -100%
FRA
871
Front Row Advisors
California
$13K
BRC
872
Bell Rock Capital
Delaware
$13K +$167 +4 +1%
CFN
873
Cordasco Financial Network
Florida
$12K
FGAM
874
Financial Gravity Asset Management
Texas
$12K
AIC
875
Archer Investment Corporation
Indiana
$11K