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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
376
Bristlecone Advisors
Washington
$4.74M -$137K -2,264 -3%
RWM
377
Refined Wealth Management
Utah
$4.72M +$109K +1,800 +2%
TPCW
378
TD Private Client Wealth
New York
$4.64M -$243K -4,024 -5%
Franklin Resources
379
Franklin Resources
California
$4.63M -$725 -12 -0%
RIM
380
Rockbridge Investment Management
New York
$4.59M +$8.46K +140 +0.2%
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
$4.57M +$2.35M +38,820 +101%
CG
382
Colony Group
Massachusetts
$4.55M -$9.91K -164 -0.2%
JIC
383
Johnson Investment Counsel
Ohio
$4.55M -$93.5K -1,548 -2%
ANTB
384
AMG National Trust Bank
Colorado
$4.55M +$226K +3,740 +5%
PFS
385
Prospera Financial Services
Texas
$4.53M +$345K +5,708 +8%
SCP
386
Shorepoint Capital Partners
Massachusetts
$4.45M +$4.54M +75,116 New
GBT
387
Grove Bank & Trust
Florida
$4.44M +$84.8K +1,404 +2%
GRP
388
Global Retirement Partners
California
$4.43M +$376K +6,224 +9%
MFA
389
Mayflower Financial Advisors
Massachusetts
$4.42M -$94.5K -1,564 -2%
NL
390
NWAM LLC
Washington
$4.41M -$305K -5,044 -6%
FSWA
391
Financial Synergies Wealth Advisors
Texas
$4.4M -$124K -2,060 -3%
ECA
392
Elevated Capital Advisors
Utah
$4.38M +$4.47M +73,976 New
EWM
393
Echo Wealth Management
Minnesota
$4.34M +$331K +5,480 +8%
HPWM
394
High Pines Wealth Management
Massachusetts
$4.34M -$78.3K -1,296 -2%
Prudential Financial
395
Prudential Financial
New Jersey
$4.3M -$812K -13,444 -16%
NEAM
396
New England Asset Management
Connecticut
$4.28M
MI
397
Moneywise Inc
Virginia
$4.27M +$73.5K +1,216 +2%
SAM
398
S.A. Mason
Michigan
$4.26M +$459K +7,592 +12%
ST
399
Spinnaker Trust
Maine
$4.23M +$1.76M +29,056 +68%
IP
400
Investment Partners
Ohio
$4.2M -$94.5K -1,564 -2%