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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1201
Merit Financial Group
Georgia
$334K +$52.2K +832 +19%
Susquehanna International Group
1202
Susquehanna International Group
Pennsylvania
$333K -$1.52M -24,248 -82%
SW
1203
SkyOak Wealth
Michigan
$332K
RA
1204
Rodgers & Associates
Pennsylvania
$331K +$6.77K +108 +2%
TPA
1205
Trivium Point Advisory
Connecticut
$328K +$323K +5,156 New
BW
1206
Bison Wealth
Georgia
$327K -$133K -2,120 -29%
WP
1207
WealthSource Partners
California
$326K -$15K -240 -4%
NCM
1208
Noesis Capital Mangement
Florida
$325K
IFG
1209
Independent Financial Group
California
$324K +$8.53K +136 +3%
GIA
1210
Guyasuta Investment Advisors
Pennsylvania
$323K
EW
1211
Element Wealth
Mississippi
$323K +$69K +1,100 +28%
Kayne Anderson Rudnick Investment Management
1212
Kayne Anderson Rudnick Investment Management
California
$323K +$318K +5,068 New
SI
1213
Saxon Interests
Texas
$322K +$325K +5,188 New
VT
1214
Vise Technologies
New York
$321K +$316K +5,048 New
SCA
1215
Stokes Capital Advisors
South Carolina
$320K
RA
1216
Riverstone Advisors
Texas
$319K +$63.4K +1,012 +25%
WFA
1217
WMG Financial Advisors
Tennessee
$319K +$312K +4,984 New
BMM
1218
Buffington Mohr McNeal
Idaho
$319K +$314K +5,012 New
C
1219
Certuity
Florida
$318K
CAP
1220
Columbia Advisory Partners
Washington
$318K +$313K +4,988 New
MPPLM
1221
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$317K
UL
1222
Unionview LLC
Washington
$314K +$309K +4,924 New
MWAM
1223
Manhattan West Asset Management
California
$314K +$309K +4,932 New
IWMA
1224
Ironwood Wealth Management (Arizona)
Arizona
$313K
SWPG
1225
Strategic Wealth Partners Group
Illinois
$312K +$58.2K +928 +23%