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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
1701
Sunbelt Securities
Texas
$150K +$22.1K +364 +17%
CWM
1702
Compass Wealth Management
Connecticut
$149K – – –
NMG
1703
New Millennium Group
Utah
$148K +$149K +2,444 New
CPG
1704
Cornerstone Planning Group
New Jersey
$146K -$1.95K -32 -1%
RFA
1705
Register Financial Advisors
Georgia
$145K -$8.51K -140 -6%
MCF Advisors
1706
MCF Advisors
Kentucky
$145K -$243 -4 -0.2%
Gradient Investments
1707
Gradient Investments
Minnesota
$145K -$18.5K -304 -11%
MIM
1708
MTM Investment Management
South Carolina
$142K +$90.4K +1,488 +175%
BCM
1709
Birch Capital Management
Texas
$138K – – –
PP
1710
PrairieView Partners
Minnesota
$136K – – –
PA
1711
Pineridge Advisors
Missouri
$135K +$119K +1,964 +722%
PP
1712
Pacifica Partners
Canada
$134K +$243 +4 +0.2%
TF
1713
Tompkins Financial
New York
$131K – – –
VWM
1714
Venturi Wealth Management
Texas
$131K – – –
SC
1715
Solstein Capital
California
$130K – – –
BL
1716
BFSG LLC
California
$130K -$243 -4 -0.2%
CPA
1717
Cardiff Park Advisors
California
$128K +$3.89K +64 +3%
MWP
1718
MYCIO Wealth Partners
Pennsylvania
$123K – – –
CIA
1719
Cape Investment Advisory
Georgia
$121K -$15.3K -252 -11%
RFS
1720
Richardson Financial Services
Massachusetts
$120K -$486 -8 -0.4%
MLA
1721
MB, Levis & Associates
Pennsylvania
$119K – – –
IFS
1722
Intelligent Financial Strategies
Minnesota
$118K – – –
LB
1723
Legacy Bridge
Iowa
$118K – – –
Allspring Global Investments
1724
Allspring Global Investments
North Carolina
$117K +$118K +1,940 New
CPA
1725
Clear Point Advisors
New York
$112K – – –