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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
451
Bartlett & Co Wealth Management
Ohio
$4.57M -$180K -3,284 -4%
MAM
452
Mystic Asset Management
Rhode Island
$4.55M -$116K -2,112 -2%
BG
453
Benedetti & Gucer
Georgia
$4.51M +$75.7K +1,380 +2%
CS
454
Comerica Securities
Michigan
$4.46M -$8.33M -151,928 -64%
MWM
455
MY Wealth Management
Maryland
$4.44M -$154K -2,808 -3%
BA
456
Bristlecone Advisors
Washington
$4.44M +$119K +2,172 +3%
Prudential Financial
457
Prudential Financial
New Jersey
$4.42M -$1.07M -19,552 -19%
Susquehanna International Group
458
Susquehanna International Group
Pennsylvania
$4.42M +$4.66M +84,936 New
CIP
459
Capital Insight Partners
Arizona
$4.41M +$276K +5,028 +6%
GIA
460
Gladstone Institutional Advisory
Florida
$4.4M +$521K +9,492 +13%
SIM
461
Stratos Investment Management
Ohio
$4.34M -$6.8K -124 -0.1%
RIS
462
Retirement Income Solutions
Michigan
$4.33M +$6.14K +112 +0.1%
ZCM
463
Ziegler Capital Management
Illinois
$4.33M +$16.5K +300 +0.4%
EWA
464
EP Wealth Advisors
California
$4.28M -$16.5M -301,456 -79%
LA
465
Lane & Associates
New Jersey
$4.27M -$502K -9,156 -10%
HC
466
Hillman Company
Pennsylvania
$4.26M +$4.49M +81,824 New
FPIS
467
Financial Planning & Information Services
Wisconsin
$4.22M -$21.7K -396 -0.5%
CSPIA
468
Cary Street Partners Investment Advisory
Virginia
$4.21M +$294K +5,352 +7%
Vanguard Group
469
Vanguard Group
Pennsylvania
$4.21M +$471K +8,580 +12%
LIG
470
Lokken Investment Group
Delaware
$4.2M +$248K +4,516 +6%
EFS
471
Essex Financial Services
Connecticut
$4.19M -$29.2K -532 -0.7%
RWIA
472
Roger Wittlin Investment Advisory
California
$4.19M +$204K +3,720 +5%
RPCONE
473
Retirement Planning Company of New England
Rhode Island
$4.16M +$1.93M +35,220 +79%
DWM
474
Drive Wealth Management
Utah
$4.08M +$1.18M +21,452 +38%
ZIG
475
Zuckerman Investment Group
Illinois
$4.08M +$673K +12,264 +19%