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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
376
Bartlett & Co Wealth Management
Ohio
$5.08M +$544K +10,076 +11%
BFS
377
Bradley Foster & Sargent
Connecticut
$5.08M -$43.2K -800 -0.8%
AWA
378
Arkadios Wealth Advisors
Georgia
$5.07M -$160K -2,960 -3%
BCP
379
Berkeley Capital Partners
Georgia
$5M +$777K +14,376 +17%
PP
380
PDS Planning
Ohio
$5M +$732K +13,544 +15%
Fiera Capital (Canada)
381
Fiera Capital (Canada)
Quebec, Canada
$4.96M -$434K -8,024 -7%
RIS
382
Retirement Income Solutions
Michigan
$4.95M +$2.03M +37,616 +60%
TPCW
383
TD Private Client Wealth
New York
$4.93M +$426K +7,888 +9%
MA
384
Mutual Advisors
Nebraska
$4.91M -$228K -4,224 -4%
TWA
385
Tillar-Wenstrup Advisors
Ohio
$4.9M +$145K +2,692 +3%
AAM
386
Autus Asset Management
Arizona
$4.86M -$383K -7,096 -7%
EGWAG
387
Elwood & Goetz Wealth Advisory Group
Georgia
$4.86M +$2.79M +51,564 +110%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$4.84M -$131K -2,432 -2%
CANC
389
Culbertson A N & Co
Virginia
$4.82M +$1.08K +20 +0%
SFG
390
Sage Financial Group
Pennsylvania
$4.81M +$799K +14,788 +18%
CTA
391
Chesley Taft & Associates
Illinois
$4.8M -$10.8K -200 -0.2%
MHS
392
M Holdings Securities
Oregon
$4.8M -$1.01M -18,684 -16%
YWS
393
Yarger Wealth Strategies
Ohio
$4.8M +$2.37M +43,776 +86%
GC
394
Gibson Capital
Pennsylvania
$4.77M -$331K -6,120 -6%
PPW
395
Parcion Private Wealth
Washington
$4.71M +$3.11M +57,536 +171%
BJL
396
Brighton Jones LLC
Washington
$4.71M -$203K -3,760 -4%
FMC
397
First Merchants Corp
Indiana
$4.66M +$21.6K +400 +0.4%
TCBWMS
398
Texas Capital Bank Wealth Management Services
Texas
$4.65M +$118K +2,184 +2%
CFD
399
Creative Financial Designs
Indiana
$4.64M +$3.89M +71,920 +323%
GIA
400
Gladstone Institutional Advisory
Florida
$4.63M +$182K +3,372 +4%