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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
901
CJM Wealth Advisers
Virginia
$948K +$219 +4 +0%
TI
902
Trexquant Investment
Connecticut
$948K +$687K +12,524 +220%
SSWM
903
Smith Salley Wealth Management
North Carolina
$947K +$28.5K +520 +3%
RWRC
904
R.W. Roge & Company
New York
$947K +$5.26K +96 +0.5%
NCMW
905
Northern Capital Management (Washington)
Washington
$946K +$43.7K +796 +5%
CAS
906
Coppell Advisory Solutions
Texas
$940K +$432K +7,872 +74%
BAG
907
Bridgewealth Advisory Group
California
$937K +$223K +4,060 +29%
HCC
908
Hirtle Callaghan & Co
Pennsylvania
$929K +$978K +17,840 New
SFS
909
Security Financial Services
Indiana
$929K -$61K -1,112 -6%
SWM
910
SigFig Wealth Management
California
$919K +$37.1K +676 +4%
WCM
911
WealthBridge Capital Management
Ohio
$917K
AWM
912
Aspire Wealth Management
Massachusetts
$916K -$4.61K -84 -0.5%
RCAG
913
Rehmann Capital Advisory Group
Michigan
$914K -$1.32K -24 -0.1%
PIA
914
Perennial Investment Advisors
California
$912K +$42.8K +780 +5%
RT
915
Rockland Trust
Massachusetts
$911K -$32.7K -596 -3%
AC
916
AlphaCore Capital
California
$909K
PGF
917
Plan Group Financial
Oklahoma
$908K +$956K +17,440 New
CFMC
918
Curbstone Financial Management Corp
New Hampshire
$906K
VFA
919
Valeo Financial Advisors
Indiana
$905K +$294K +5,356 +45%
SWM
920
Selective Wealth Management
Virginia
$900K -$50.5K -920 -5%
BTWM
921
Baker Tilly Wealth Management
Wisconsin
$899K +$1.75K +32 +0.2%
CPRC
922
Consolidated Portfolio Review Corp
New York
$898K -$10.1K -184 -1%
SL
923
SWMG LLC
Texas
$897K -$8.78K -160 -0.9%
SCA
924
Stillwater Capital Advisors
Pennsylvania
$896K -$39.5K -720 -4%
Betterment LLC
925
Betterment LLC
New York
$889K +$434K +7,916 +86%