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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
526
Brown Brothers Harriman & Co
New York
$595K +$31.1K +760 +6%
EWA
527
EP Wealth Advisors
California
$595K +$582K +14,228 New
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$594K
GLA
529
Great Lakes Advisors
Illinois
$594K
ATPW
530
Ashton Thomas Private Wealth
Arizona
$593K +$20.1K +492 +4%
TF
531
Tompkins Financial
New York
$593K +$7.37K +180 +1%
CCG
532
Chatham Capital Group
Georgia
$593K +$19.6K +480 +4%
FMWA
533
Forvis Mazars Wealth Advisors
Missouri
$590K -$196K -4,780 -25%
LPT
534
Legacy Private Trust
Wisconsin
$587K -$13.1K -320 -2%
FFBTD
535
First Financial Bank - Trust Division
Ohio
$585K -$25.4K -620 -4%
WP
536
WealthShield Partners
North Carolina
$585K +$3.27K +80 +0.6%
SFM
537
Signet Financial Management
New Jersey
$582K -$21K -512 -4%
BIM
538
Baldwin Investment Management
Pennsylvania
$581K +$327 +8 +0.1%
DWM
539
Doyle Wealth Management
Florida
$578K -$14.1K -344 -2%
LPIC
540
LeJeune Puetz Investment Counsel
Michigan
$577K
RWP
541
RWA Wealth Partners
Massachusetts
$577K +$13.9K +340 +3%
SFG
542
StrategIQ Financial Group
Indiana
$576K -$73.2K -1,788 -11%
BAC
543
Boys Arnold & Co
North Carolina
$575K -$125K -3,044 -18%
TA
544
Trellis Advisors
Washington
$573K
LNB
545
Ledyard National Bank
$572K
ANTB
546
AMG National Trust Bank
Colorado
$571K +$108K +2,628 +24%
FTI
547
Fiduciary Trust International
Massachusetts
$568K +$556K +13,584 New
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$562K -$174K -4,256 -24%
TFF
549
The Family Firm
Maryland
$562K +$1.15K +28 +0.2%
PFM
550
Parsec Financial Management
North Carolina
$559K