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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
276
TD Private Client Wealth
New York
$12.7M -$432K -6,876 -3%
GAM
277
Gemmer Asset Management
California
$12.7M +$61.3K +976 +0.5%
SCA
278
Scott Capital Advisors
Oregon
$12.7M +$90.9K +1,448 +0.8%
AC
279
Apella Capital
Connecticut
$12.6M +$2.64M +42,100 +28%
JA
280
JVL Associates
Michigan
$12.6M -$44.2K -704 -0.4%
SWP
281
Stratos Wealth Partners
Ohio
$12.6M +$285K +4,536 +2%
CG
282
Caprock Group
Idaho
$12.3M +$136K +2,168 +1%
BIM
283
Bridges Investment Management
Nebraska
$12.3M +$18.3K +292 +0.2%
TWM
284
TriaGen Wealth Management
California
$12.3M +$530K +8,444 +5%
MCM
285
Manchester Capital Management
Vermont
$12.2M -$147K -2,336 -1%
FNC
286
First National Corp
Massachusetts
$12.1M -$328K -5,224 -3%
MWM
287
McNaughton Wealth Management
California
$12.1M +$286K +4,548 +3%
SC
288
Savant Capital
Illinois
$12M +$3.81M +60,696 +50%
RC
289
Roundview Capital
New Jersey
$12M +$3.26M +51,956 +40%
SCA
290
Sandy Cove Advisors
Massachusetts
$12M +$571K +9,092 +5%
LIA
291
LBMC Investment Advisors
Tennessee
$11.8M -$240K -3,824 -2%
SF
292
Synovus Financial
Georgia
$11.8M +$5.7M +90,712 +103%
CW
293
Cook Wealth
North Carolina
$11.7M +$810K +12,904 +8%
AMG
294
Asset Management Group
Connecticut
$11.7M +$900K +14,336 +9%
BDF
295
Black Diamond Financial
Maryland
$11.7M +$15.6K +248 +0.1%
AAS
296
Ameritas Advisory Services
Nebraska
$11.6M -$3.05M -48,584 -22%
CFO
297
Custos Family Office
Texas
$11.5M +$1.03M +16,348 +10%
EFP
298
EnRich Financial Partners
Wisconsin
$11.5M +$605K +9,632 +6%
Vanguard Group
299
Vanguard Group
Pennsylvania
$11.4M +$890K +14,168 +9%
IAA
300
Ironsides Asset Advisors
North Carolina
$11.4M +$70.8K +1,128 +0.7%