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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
426
Warner Financial
Maryland
$4.91M +$4.83M +77,080 New
ACM
427
Armbruster Capital Management
New York
$4.9M +$516K +8,228 +12%
JIC
428
Johnson Investment Counsel
Ohio
$4.89M -$9.28K -148 -0.2%
GBT
429
Grove Bank & Trust
Florida
$4.84M +$64.4K +1,028 +1%
RC
430
Roundview Capital
New Jersey
$4.8M +$335K +5,348 +8%
Cerity Partners
431
Cerity Partners
New York
$4.74M -$3.17M -50,564 -92%
FSWA
432
Financial Synergies Wealth Advisors
Texas
$4.71M -$23.1K -368 -0.5%
WPC
433
Wedmont Private Capital
Pennsylvania
$4.7M +$4.81M +76,756 New
LC
434
Lindbrook Capital
California
$4.7M +$3.96M +63,168 +599%
BRWM
435
B. Riley Wealth Management
Tennessee
$4.69M +$874K +13,944 +23%
CWMGP
436
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.67M +$4.6M +73,368 New
KCM
437
Kendall Capital Management
Maryland
$4.62M +$257K +4,100 +6%
SAM
438
S.A. Mason
Michigan
$4.61M +$25.1K +400 +0.6%
NEAM
439
New England Asset Management
Connecticut
$4.61M
MFA
440
Mayflower Financial Advisors
Massachusetts
$4.6M +$98.8K +1,576 +2%
ANTB
441
AMG National Trust Bank
Colorado
$4.59M -$300K -4,780 -6%
PP
442
PDS Planning
Ohio
$4.59M -$724K -11,544 -14%
ST
443
Spinnaker Trust
Maine
$4.57M +$16.3K +260 +0.4%
LWA
444
LWS Wealth Advisors
New Jersey
$4.56M +$80K +1,276 +2%
SCP
445
Shorepoint Capital Partners
Massachusetts
$4.54M -$239K -3,812 -5%
EB
446
Eastern Bank
Massachusetts
$4.52M +$4.45M +71,028 New
CF
447
Centaurus Financial
California
$4.5M +$212K +3,376 +5%
EWM
448
Echo Wealth Management
Minnesota
$4.5M +$90K +1,436 +2%
IP
449
Investment Partners
Ohio
$4.5M -$19.3K -308 -0.4%
EIG
450
Ellenbecker Investment Group
Wisconsin
$4.49M -$515K -8,212 -10%