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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
501
Tower View Wealth Management
Wisconsin
$546K +$5.71K +152 +1%
IWA
502
Inspirion Wealth Advisors
Illinois
$545K -$88.3K -2,352 -13%
AWM
503
AE Wealth Management
Kansas
$542K -$7.81K -208 -1%
VWA
504
VERITY Wealth Advisors
United States
$538K +$585K +15,588 New
BAC
505
Boys Arnold & Co
North Carolina
$536K +$249K +6,640 +73%
CC
506
Cognios Capital
Kansas
$534K -$40.7K -1,084 -7%
AssetMark Inc
507
AssetMark Inc
California
$528K +$20.1K +536 +4%
SWM
508
Segment Wealth Management
Texas
$527K +$67.6K +1,800 +13%
Kayne Anderson Rudnick Investment Management
509
Kayne Anderson Rudnick Investment Management
California
$527K +$573K +15,268 New
ACP
510
Ashfield Capital Partners
California
$526K
TFA
511
TPG Financial Advisors
Oregon
$526K +$571K +15,216 New
OA
512
Oxbow Advisors
Texas
$525K
LRIA
513
Leonard Rickey Investment Advisors
Washington
$522K -$90.7K -2,416 -14%
FFBTD
514
First Financial Bank - Trust Division
Ohio
$521K -$7.96K -212 -1%
MHS
515
M Holdings Securities
Oregon
$516K -$291K -7,752 -34%
BWM
516
Baystate Wealth Management
Massachusetts
$513K +$451K +12,024 +719%
FDCDDQ
517
Federation des caisses Desjardins du Quebec
Quebec, Canada
$507K
MBT
518
Montecito Bank & Trust
California
$501K +$84.5K +2,252 +18%
RA
519
RFG Advisory
Alabama
$499K -$36K -960 -6%
LPT
520
Legacy Private Trust
Wisconsin
$497K
GG
521
Gofen & Glossberg
Illinois
$496K +$7.51K +200 +1%
HI
522
Human Investing
Oregon
$494K +$537K +14,300 New
CF
523
Centaurus Financial
California
$491K
GLA
524
Great Lakes Advisors
Illinois
$491K
AAS
525
Avantax Advisory Services
Texas
$490K +$530K +14,124 New