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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
876
Intelligence Driven Advisers
California
$570K -$2.91M -50,152 -84%
OFG
877
Oxford Financial Group
Indiana
$569K +$80.2K +1,384 +17%
IAP
878
Indie Asset Partners
Indiana
$566K
KFP
879
KMG Fiduciary Partners
Ohio
$562K +$4.17K +72 +0.8%
SFG
880
StrategIQ Financial Group
Indiana
$560K +$232 +4 +0%
CCA
881
Checchi Capital Advisers
California
$560K +$464 +8 +0.1%
LGA
882
Lebenthal Global Advisors
New York
$560K +$315K +5,440 +136%
MWA
883
Moser Wealth Advisors
Washington
$558K
AWA
884
Acorn Wealth Advisors
Michigan
$558K +$31.8K +548 +6%
FRA
885
Frank Rimerman Advisors
California
$549K
NS
886
Newman & Schimel
Illinois
$549K
OFG
887
Omega Financial Group
California
$548K +$1.16K +20 +0.2%
SIM
888
Stratos Investment Management
Ohio
$545K +$118K +2,028 +28%
NRI
889
NFP Retirement Inc
California
$539K +$42K +724 +9%
BAM
890
Beaumont Asset Management
Texas
$538K
SFP
891
Sterling Financial Planning
New Jersey
$531K -$23.2K -400 -4%
AMCA
892
Arthur M. Cohen & Associates
Illinois
$526K +$464 +8 +0.1%
PFWA
893
Paces Ferry Wealth Advisors
Georgia
$525K +$1.62K +28 +0.3%
IFG
894
Investors Financial Group
Minnesota
$521K +$10.2K +176 +2%
TIA
895
Traphagen Investment Advisors
New Jersey
$519K +$12.8K +220 +3%
KCM
896
Kennicott Capital Management
California
$517K +$232 +4 +0%
OPA
897
Old Port Advisors
Maine
$516K -$5.8K -100 -1%
AWM
898
Apollon Wealth Management
South Carolina
$514K +$4.17K +72 +0.8%
TAM
899
Townsend Asset Management
North Carolina
$513K +$1.39K +24 +0.3%
SFG
900
SevenBridge Financial Group
Pennsylvania
$512K +$232 +4 +0%