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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGF
1126
Plan Group Financial
Oklahoma
$834K -$77.6K -1,236 -9%
BBW
1127
Blue Barn Wealth
Utah
$826K -$10.5K -168 -1%
JAFL
1128
Jay A. Fishman Ltd
Michigan
$822K -$129K -2,060 -14%
OFS
1129
Oldfather Financial Services
Nebraska
$822K
NA
1130
Nottingham Advisors
New York
$822K +$235K +3,748 +43%
CFGA
1131
Cambridge Financial Group (Arizona)
Arizona
$822K +$4.77K +76 +0.6%
SFG
1132
Sovereign Financial Group
Connecticut
$820K +$33.9K +540 +5%
Renaissance Technologies
1133
Renaissance Technologies
New York
$818K +$779K +12,400 New
WA
1134
WBH Advisory
Maryland
$815K -$29.1K -464 -4%
CCWM
1135
Cassaday & Co Wealth Management
Virginia
$814K -$29.6K -472 -4%
LGWM
1136
Litman Gregory Wealth Management
California
$813K
CIA
1137
Capital Investment Advisors
Georgia
$804K -$35.7K -568 -4%
TPWA
1138
Twin Peaks Wealth Advisors
California
$801K +$118K +1,876 +18%
SEM
1139
Strategic Equity Management
Arizona
$791K +$247K +3,940 +49%
FFA
1140
Florida Financial Advisors
Florida
$790K -$192K -3,056 -20%
BCG
1141
Breakwater Capital Group
New Jersey
$790K +$46.7K +744 +7%
TP
1142
Tranquility Partners
Tennessee
$788K +$502 +8 +0.1%
WC
1143
Waterloo Capital
Texas
$787K -$118K -1,872 -14%
IBOK
1144
Independence Bank of Kentucky
Kentucky
$786K -$91.7K -1,460 -11%
WPW
1145
Waldron Private Wealth
Pennsylvania
$786K +$12.8K +204 +2%
FCBT
1146
First Citizens Bank & Trust
North Carolina
$785K -$56.5K -900 -7%
TCM
1147
Towneley Capital Management
California
$780K -$282K -4,496 -28%
SIAS
1148
Summit Investment Advisory Services
Minnesota
$779K +$741K +11,804 New
CF
1149
Convergence Financial
Missouri
$775K +$137K +2,184 +23%
MWA
1150
Muirfield Wealth Advisors
North Carolina
$775K +$17.3K +276 +2%