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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Focused Wealth Management
New York
$1.92M +$757K +24,064 +71%
GWM
152
Gupta Wealth Management
California
$1.9M +$1.99M +63,292 New
HighTower Advisors
153
HighTower Advisors
Illinois
$1.87M +$278K +8,856 +19%
EWM
154
Endurance Wealth Management
Rhode Island
$1.87M +$1.12M +35,528 +170%
HHGA
155
Halbert Hargrove Global Advisors
California
$1.86M -$97.6K -3,104 -5%
EC
156
Estate Counselors
Wisconsin
$1.84M -$12M -380,600 -87%
HPBT
157
High Point Bank & Trust
North Carolina
$1.83M
HL
158
HeadInvest LLC
Maine
$1.82M +$206K +6,540 +14%
CP
159
Camelot Portfolios
Ohio
$1.8M -$50.3K -1,600 -3%
AA
160
Alesco Advisors
New York
$1.79M -$43.4K -1,380 -2%
AssetMark Inc
161
AssetMark Inc
California
$1.76M +$185K +5,896 +12%
CS
162
Comerica Securities
Michigan
$1.7M -$1.51K -48 -0.1%
AIM
163
Aspen Investment Management
Michigan
$1.7M -$198K -6,292 -11%
CAN
164
Cetera Advisor Networks
California
$1.7M +$406K +12,900 +34%
FA
165
FDx Advisors
Illinois
$1.69M +$85.1K +2,708 +6%
CG
166
Caprock Group
Idaho
$1.68M +$1.59M +50,552 New
FHC
167
First Heartland Consultants
Missouri
$1.63M +$1.54M +49,100 New
SEIA
168
Signature Estate & Investment Advisors
California
$1.58M +$87.3K +2,776 +6%
RIA
169
Regal Investment Advisors
Michigan
$1.57M -$45.4K -1,444 -3%
WT
170
Whittier Trust
California
$1.55M +$646K +20,532 +78%
RJT
171
Raymond James Trust
Florida
$1.52M
Jane Street
172
Jane Street
New York
$1.51M +$1.43M +45,416 New
Bessemer Group
173
Bessemer Group
New Jersey
$1.49M -$16.5M -526,332 -92%
CIBC World Market
174
CIBC World Market
Ontario, Canada
$1.43M -$128K -4,084 -9%
TBA
175
Train Babcock Advisors
New York
$1.43M +$25.2K +800 +2%