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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1076
Trinity Financial Advisors
Ohio
$847K +$848K +13,952 New
PGF
1077
Plan Group Financial
Oklahoma
$840K +$1.22K +20 +0.1%
SIC
1078
Sigma Investment Counselors
Michigan
$840K -$12.2K -200 -1%
GWAM
1079
Guardian Wealth Advisors (Minnesota)
Minnesota
$839K
MAS
1080
Madden Advisory Services
Florida
$838K
WC
1081
Waterloo Capital
Texas
$836K -$5.59K -92 -0.7%
BWG
1082
Berry Wealth Group
Texas
$823K +$827K +13,604 New
OA
1083
Oxbow Advisors
Texas
$823K
Lazard Asset Management
1084
Lazard Asset Management
New York
$823K
LPT
1085
Legacy Private Trust
Wisconsin
$820K
MPCG
1086
Matrix Private Capital Group
New York
$820K +$79K +1,300 +11%
SFPG
1087
Stonebridge Financial Planning Group
Florida
$819K +$250K +4,120 +44%
SIS
1088
Sound Income Strategies
Florida
$811K +$34.5K +568 +4%
IBOK
1089
Independence Bank of Kentucky
Kentucky
$810K +$125K +2,064 +18%
IAIM
1090
International Assets Investment Management
Florida
$808K +$164K +2,692 +25%
MWM
1091
Mission Wealth Management
California
$807K -$779K -12,812 -49%
GAM
1092
Gotham Asset Management
New York
$804K +$553K +9,100 +218%
MWC
1093
MBM Wealth Consultants
Missouri
$803K -$44.7K -736 -5%
PWA
1094
Peterson Wealth Advisors
Utah
$802K -$63K -1,036 -7%
GLA
1095
Good Life Advisors
Pennsylvania
$798K -$5.11K -84 -0.6%
HAS
1096
HBW Advisory Services
California
$798K -$84.8K -1,396 -10%
TIA
1097
Traphagen Investment Advisors
New Jersey
$797K
NAM
1098
NTV Asset Management
West Virginia
$796K
SHFA
1099
SC&H Financial Advisors
Maryland
$794K
Deutsche Bank
1100
Deutsche Bank
Germany
$784K -$13.9K -228 -2%