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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
526
Homrich & Berg
Georgia
$1.21M +$32.9K +756 +3%
MG
527
MilWealth Group
Wisconsin
$1.2M -$84.5K -1,940 -7%
RI
528
Ridgewood Investments
New Jersey
$1.19M +$265K +6,084 +29%
WB
529
Webster Bank
Connecticut
$1.19M
PPP
530
Private Portfolio Partners
New Jersey
$1.19M -$4.71K -108 -0.4%
LSA
531
L & S Advisors
California
$1.18M +$488K +11,196 +72%
FC
532
Ferris Capital
Massachusetts
$1.17M -$98.5K -2,260 -8%
PG
533
Patten Group
Tennessee
$1.17M
Renaissance Technologies
534
Renaissance Technologies
New York
$1.16M -$976K -22,400 -46%
RTS
535
Round Table Services
New Jersey
$1.16M +$75K +1,720 +7%
RSVP
536
Ramsay Stattman Vela & Price
Colorado
$1.16M
BS
537
Boenning & Scattergood
Pennsylvania
$1.15M +$96.4K +2,212 +9%
CC
538
Callan Capital
California
$1.15M -$113K -2,596 -9%
MWPCG
539
Measured Wealth Private Client Group
New Hampshire
$1.15M -$18.5K -424 -2%
AAM
540
Aureus Asset Management
Massachusetts
$1.14M -$5.23K -120 -0.5%
AC
541
Apella Capital
Connecticut
$1.14M +$203K +4,660 +22%
SSWM
542
Sheets Smith Wealth Management
North Carolina
$1.13M +$1.74K +40 +0.2%
MCM
543
MAI Capital Management
Ohio
$1.12M -$14.1K -324 -1%
BAM
544
Belpointe Asset Management
Nevada
$1.12M -$6.8K -156 -0.6%
AWM
545
Avior Wealth Management
Nebraska
$1.11M -$137K -3,144 -9%
TFCP
546
Twin Focus Capital Partners
Massachusetts
$1.11M
PTC
547
Private Trust Company
Ohio
$1.1M +$49.3K +1,132 +5%
AIFAIM
548
American Institute for Advanced Investment Management
Arizona
$1.09M -$26.7K -612 -2%
PGA
549
Portland Global Advisors
Maine
$1.09M +$3.49K +80 +0.3%
Koshinski Asset Management
550
Koshinski Asset Management
Illinois
$1.08M +$4.01K +92 +0.4%