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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
351
Sage Financial Group
Pennsylvania
$4.72M -$61.9K -1,140 -1%
BJL
352
Brighton Jones LLC
Washington
$4.71M +$18.4K +340 +0.4%
WCFA
353
Walkner Condon Financial Advisors
Wisconsin
$4.66M +$310K +5,712 +7%
TPCW
354
TD Private Client Wealth
New York
$4.61M +$513K +9,448 +13%
DWM
355
Doyle Wealth Management
Florida
$4.56M +$1.16M +21,308 +35%
FUBT
356
First United Bank & Trust
Maryland
$4.53M +$1M +18,492 +29%
WA
357
Waverly Advisors
Alabama
$4.53M -$323K -5,944 -7%
CTA
358
Chesley Taft & Associates
Illinois
$4.47M +$707K +13,020 +20%
DAS
359
Dynamic Advisor Solutions
Arizona
$4.46M -$651K -12,000 -13%
FPB
360
First PREMIER Bank
South Dakota
$4.45M +$712K +13,124 +20%
PSUF
361
People's United Financial
Connecticut
$4.42M -$105K -1,936 -2%
FAIM
362
Financial Advocates Investment Management
Washington
$4.36M -$454K -8,372 -10%
Millennium Management
363
Millennium Management
New York
$4.33M +$1.35M +24,956 +47%
NL
364
NWAM LLC
Washington
$4.32M +$73.6K +1,356 +2%
TWM
365
TriaGen Wealth Management
California
$4.32M +$486K +8,956 +13%
BA
366
Bristlecone Advisors
Washington
$4.29M +$190K +3,500 +5%
CG
367
Colony Group
Massachusetts
$4.27M -$206K -3,796 -5%
JIC
368
Johnson Investment Counsel
Ohio
$4.27M +$61.2K +1,128 +1%
EWM
369
Evercore Wealth Management
New York
$4.24M
AMG
370
Asset Management Group
Connecticut
$4.23M +$1.35M +24,880 +48%
MAFM
371
Mid Atlantic Financial Management
Pennsylvania
$4.23M -$167K -3,072 -4%
ECA
372
Elevated Capital Advisors
Utah
$4.2M +$2.24M +41,360 +127%
Franklin Resources
373
Franklin Resources
California
$4.19M -$39.9K -736 -1%
HPWM
374
High Pines Wealth Management
Massachusetts
$4.18M +$8.25K +152 +0.2%
IP
375
Investment Partners
Ohio
$4.16M