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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2151
Belleair Asset Management
Florida
$208K – – –
TC
2152
Trilogy Capital
California
$208K – – –
CPA
2153
Cardiff Park Advisors
California
$207K +$594 +8 +0.3%
SPWM
2154
Straight Path Wealth Management
Michigan
$207K +$214K +2,880 New
MWP
2155
MYCIO Wealth Partners
Pennsylvania
$207K +$297 +4 +0.1%
AWA
2156
ARQ Wealth Advisors
Arizona
$206K +$214K +2,876 New
TWM
2157
Tolleson Wealth Management
Texas
$206K – – –
UCB
2158
United Community Bank
South Carolina
$206K +$15.5K +208 +8%
MBTD
2159
Mechanics Bank - Trust Department
California
$206K – – –
RFN
2160
RDA Financial Network
Iowa
$205K +$212K +2,860 New
CFSG
2161
Clark Financial Services Group
Missouri
$205K -$5.65K -76 -3%
NWMG
2162
Nicholson Wealth Management Group
South Carolina
$205K – – –
CCA
2163
Childress Capital Advisors
Texas
$204K +$212K +2,848 New
SB
2164
Sunflower Bank
Texas
$204K – – –
Capital Advisors Inc
2165
Capital Advisors Inc
Oklahoma
$204K -$7.13K -96 -3%
CMP
2166
Christine Messmer PC
Pennsylvania
$204K +$5.65K +76 +3%
TFM
2167
Trademark Financial Management
Minnesota
$204K +$211K +2,840 New
NCM
2168
Narwhal Capital Management
Georgia
$204K – – –
SIAG
2169
Safeguard Investment Advisory Group
California
$204K -$28.8K -388 -12%
HA
2170
HFG Advisors
Ohio
$203K – – –
SPC
2171
Spirepoint Private Client
Florida
$203K – – –
CL
2172
CLG LLC
California
$203K +$892 +12 +0.4%
CCG
2173
Catalina Capital Group
California
$203K – – –
GPWM
2174
Grant Private Wealth Management
California
$203K +$2.08K +28 +1%
GPW
2175
Gray Private Wealth
Massachusetts
$202K – – –