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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
226
Bradley Foster & Sargent
Connecticut
$3.57M +$163K +4,000 +5%
GWM
227
Geneos Wealth Management
Colorado
$3.48M +$350K +8,580 +11%
RJT
228
Raymond James Trust
Florida
$3.48M +$350K +8,580 +11%
Principal Financial Group
229
Principal Financial Group
Iowa
$3.47M +$1.06M +26,004 +44%
Janus Henderson Group
230
Janus Henderson Group
$3.46M +$1.11M +27,096 +47%
TWA
231
Tillar-Wenstrup Advisors
Ohio
$3.43M +$43.9K +1,076 +1%
SIAS
232
Shine Investment Advisory Services
Colorado
$3.43M
FT
233
Fiduciary Trust
Massachusetts
$3.41M +$669K +16,400 +25%
TC
234
Truvestments Capital
Florida
$3.39M -$149K -3,652 -4%
EWM
235
Evercore Wealth Management
New York
$3.32M -$15.7K -384 -0.5%
NL
236
NWAM LLC
Washington
$3.31M -$21.5K -528 -0.7%
WIA
237
Wealthstreet Investment Advisors
Texas
$3.25M -$94.7K -2,320 -3%
OC
238
Oppenheimer & Co
New York
$3.25M +$82.1K +2,012 +3%
CCM
239
Coldstream Capital Management
Washington
$3.23M -$146K -3,576 -4%
EC
240
Estate Counselors
Wisconsin
$3.19M
FFW
241
Fusion Family Wealth
New York
$3.18M -$661K -16,196 -17%
GC
242
Gilbert & Cook
Iowa
$3.17M -$12.1K -296 -0.4%
NF
243
Nikulski Financial
Iowa
$3.1M -$44.1K -1,080 -1%
PMG
244
ProVise Management Group
Florida
$3.01M -$30.7K -752 -1%
MFT
245
Moisand Fitzgerald Tamayo
Florida
$2.98M -$40.5K -992 -1%
ECM
246
ETrade Capital Management
Virginia
$2.98M -$123K -3,016 -4%
Vanguard Group
247
Vanguard Group
Pennsylvania
$2.91M -$395K -9,688 -12%
SAM
248
Sawgrass Asset Management
Florida
$2.9M -$131K -3,200 -4%
DSC
249
Duncker Streett & Co
Missouri
$2.89M +$84.4K +2,068 +3%
MWPCG
250
Measured Wealth Private Client Group
New Hampshire
$2.84M +$137K +3,352 +5%