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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1751
Register Financial Advisors
Georgia
$178K +$18.8K +300 +13%
WI
1752
Wintrust Investments
Illinois
$177K -$1.74M -27,656 -91%
RA
1753
Rise Advisors
New York
$174K +$1.26K +20 +0.8%
MFA
1754
Morling Financial Advisors
California
$172K
RLIM
1755
Red Lighthouse Investment Management
New York
$165K
CPG
1756
Cornerstone Planning Group
New Jersey
$164K +$502 +8 +0.3%
CWM
1757
Compass Wealth Management
Connecticut
$162K
NMG
1758
New Millennium Group
Utah
$155K -$6.03K -96 -4%
BCM
1759
Birch Capital Management
Texas
$150K
GI
1760
GAMMA Investing
California
$150K +$36.4K +580 +34%
PP
1761
PrairieView Partners
Minnesota
$149K
BIM
1762
Breakwater Investment Management
Washington
$149K +$33.4K +532 +31%
TF
1763
Tompkins Financial
New York
$143K
SIS
1764
Strategic Investment Solutions
Illinois
$143K +$127K +2,028 +1,491%
SC
1765
Solstein Capital
California
$142K
CPA
1766
Cardiff Park Advisors
California
$141K +$1K +16 +0.8%
BL
1767
BFSG LLC
California
$140K -$1.51K -24 -1%
TAM
1768
Tucker Asset Management
Colorado
$136K +$23.6K +376 +22%
MWP
1769
MYCIO Wealth Partners
Pennsylvania
$134K
CAS
1770
Coppell Advisory Solutions
Texas
$132K -$78.6K -1,252 -38%
MLA
1771
MB, Levis & Associates
Pennsylvania
$131K +$753 +12 +0.6%
IFS
1772
Intelligent Financial Strategies
Minnesota
$129K +$753 +12 +0.6%
LB
1773
Legacy Bridge
Iowa
$128K
Allspring Global Investments
1774
Allspring Global Investments
North Carolina
$128K
RIA
1775
Realta Investment Advisors
Delaware
$120K -$663K -10,564 -85%