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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
G
551
Gainplan
Michigan
$883K +$852K +19,832 New
EFS
552
Essex Financial Services
Connecticut
$879K +$275K +6,404 +48%
FPS
553
Fieldpoint Private Securities
Connecticut
$878K +$27.5K +640 +3%
HCMT
554
Highland Capital Management (Tennessee)
Tennessee
$877K +$2.58K +60 +0.3%
HPC
555
HM Payson & Co
Maine
$873K
FMWA
556
Forvis Mazars Wealth Advisors
Missouri
$868K
HWMG
557
Hurlow Wealth Management Group
Indiana
$865K +$86.1K +2,004 +12%
TFCP
558
Twin Focus Capital Partners
Massachusetts
$855K -$567K -13,200 -41%
WLIM
559
White Lighthouse Investment Management
Massachusetts
$855K +$31.1K +724 +4%
CCG
560
Chatham Capital Group
Georgia
$854K
Bank of Montreal
561
Bank of Montreal
Ontario, Canada
$846K +$55.1K +1,284 +7%
ACM
562
Anfield Capital Management
California
$842K +$789K +18,372 New
PA
563
PFG Advisors
Arizona
$836K -$11.3K -264 -1%
PWMAG
564
Pinnacle Wealth Management Advisory Group
New Jersey
$835K -$38.6K -900 -5%
PRWA
565
Platte River Wealth Advisors
Colorado
$833K +$805K +18,756 New
TI
566
Truepoint Inc
Ohio
$831K
MCM
567
MAI Capital Management
Ohio
$828K +$15.8K +368 +2%
BBA
568
Braun-Bostich & Associates
Pennsylvania
$821K -$173K -4,040 -18%
IC
569
Intersect Capital
California
$821K
SMC
570
Smith, Moore & Co
Missouri
$816K +$142K +3,296 +22%
CT
571
Cambridge Trust
Massachusetts
$805K +$776K +18,076 New
SBIA
572
Sheaff Brock Investment Advisors
Indiana
$797K -$51.4K -1,196 -6%
FTC
573
Farmers Trust Company
Ohio
$779K -$34.4K -800 -4%
GFPC
574
Global Financial Private Client
Florida
$777K +$749K +17,440 New
PWM
575
Paulson Wealth Management
Illinois
$775K -$140K -3,272 -16%