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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
1751
Householder Group Estate & Retirement Specialist
Arizona
$178K +$251 +4 +0.1%
RFA
1752
Register Financial Advisors
Georgia
$178K +$18.8K +300 +13%
WI
1753
Wintrust Investments
Illinois
$177K -$1.74M -27,656 -91%
RA
1754
Rise Advisors
New York
$174K +$1.26K +20 +0.8%
MFA
1755
Morling Financial Advisors
California
$172K – – –
RLIM
1756
Red Lighthouse Investment Management
New York
$165K – – –
CPG
1757
Cornerstone Planning Group
New Jersey
$164K +$502 +8 +0.3%
CWM
1758
Compass Wealth Management
Connecticut
$162K – – –
NMG
1759
New Millennium Group
Utah
$155K -$6.03K -96 -4%
BCM
1760
Birch Capital Management
Texas
$150K – – –
GAMMA Investing
1761
GAMMA Investing
California
$150K +$36.4K +580 +34%
PP
1762
PrairieView Partners
Minnesota
$149K – – –
BIM
1763
Breakwater Investment Management
Washington
$149K +$33.4K +532 +31%
TF
1764
Tompkins Financial
New York
$143K – – –
SIS
1765
Strategic Investment Solutions
Illinois
$143K +$127K +2,028 +1,491%
SC
1766
Solstein Capital
California
$142K – – –
CPA
1767
Cardiff Park Advisors
California
$141K +$1K +16 +0.8%
BL
1768
BFSG LLC
California
$140K -$1.51K -24 -1%
TAM
1769
Tucker Asset Management
Colorado
$136K +$23.6K +376 +22%
MWP
1770
MYCIO Wealth Partners
Pennsylvania
$134K – – –
CAS
1771
Coppell Advisory Solutions
Texas
$132K -$78.6K -1,252 -38%
MLA
1772
MB, Levis & Associates
Pennsylvania
$131K +$753 +12 +0.6%
IFS
1773
Intelligent Financial Strategies
Minnesota
$129K +$753 +12 +0.6%
LB
1774
Legacy Bridge
Iowa
$128K – – –
Allspring Global Investments
1775
Allspring Global Investments
North Carolina
$128K – – –