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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
351
Aveo Capital Partners
Colorado
$5.18M +$102K +1,768 +2%
TA
352
Tiedemann Advisors
New York
$5.14M
BWM
353
BCGM Wealth Management
Indiana
$5.11M -$1.83M -31,532 -27%
PCM
354
Parsons Capital Management
Rhode Island
$5.11M -$30.1K -520 -0.6%
SFG
355
Sage Financial Group
Pennsylvania
$5.08M +$18.5K +320 +0.4%
PP
356
PDS Planning
Ohio
$5.06M -$288K -4,976 -6%
BJL
357
Brighton Jones LLC
Washington
$5.06M +$7.19K +124 +0.1%
AMG
358
Asset Management Group
Connecticut
$5.06M +$509K +8,780 +11%
WFS
359
Weitzel Financial Services
Iowa
$5.05M -$139K -2,404 -3%
Prudential Financial
360
Prudential Financial
New Jersey
$4.99M -$989K -17,060 -17%
EIG
361
Ellenbecker Investment Group
Wisconsin
$4.95M -$2.23M -38,452 -32%
H
362
HoyleCohen
California
$4.94M -$184K -3,168 -4%
PPW
363
Parcion Private Wealth
Washington
$4.93M +$627K +10,820 +15%
SF
364
Synovus Financial
Georgia
$4.92M +$1.85M +31,864 +62%
MAFM
365
Mid Atlantic Financial Management
Pennsylvania
$4.9M +$359K +6,188 +8%
TPCW
366
TD Private Client Wealth
New York
$4.89M -$44.5K -768 -0.9%
BA
367
Bristlecone Advisors
Washington
$4.88M +$282K +4,864 +6%
CB
368
Commerce Bank
Missouri
$4.83M +$459K +7,916 +11%
FUBT
369
First United Bank & Trust
Maryland
$4.8M -$55.4K -956 -1%
PSUF
370
People's United Financial
Connecticut
$4.77M +$32K +552 +0.7%
MFIMFI
371
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.76M +$2.82M +48,640 +154%
WA
372
Waverly Advisors
Alabama
$4.76M -$52.2K -900 -1%
EFS
373
Essex Financial Services
Connecticut
$4.75M
NL
374
NWAM LLC
Washington
$4.72M +$85.5K +1,476 +2%
JIC
375
Johnson Investment Counsel
Ohio
$4.66M +$73.3K +1,264 +2%