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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZB
576
Zions Bancorporation
Utah
$100K
SFSIG
577
San Francisco Sentry Investment Group
California
$91K +$90.7K +2,568 New
WAM
578
Watermark Asset Management
California
$90K +$283 +8 +0.3%
BWM
579
Baystate Wealth Management
Massachusetts
$86K
TCOV
580
Trust Company of Vermont
Vermont
$83K +$6.36K +180 +8%
BWA
581
BDO Wealth Advisors
Florida
$78K +$77.5K +2,192 New
BlackRock
582
BlackRock
New York
$77K -$7.21K -204 -9%
GWA
583
Guidant Wealth Advisors
Illinois
$71K
JCM
584
Jacobi Capital Management
Pennsylvania
$70K +$68.8K +1,948 New
PS
585
Portfolio Solutions
Michigan
$67K
ADL
586
Asset Dedication LLC
California
$64K +$25.7K +728 +68%
NA
587
NewEdge Advisors
Louisiana
$63.5K +$62.9K +1,780 New
MCIA
588
Mountain Capital Investment Advisors
Colorado
$60K +$59.2K +1,676 New
RCA
589
Rowland Carmichael Advisors
Arizona
$58K -$11K -312 -16%
LF
590
Lee Financial
Texas
$57K
VWA
591
V Wealth Advisors
Kansas
$56K +$55.7K +1,576 New
BWA
592
Burt Wealth Advisors
Maryland
$55K
DBT
593
Dubuque Bank & Trust
Iowa
$53K -$53K -1,500 -50%
RWM
594
Raffa Wealth Management
District of Columbia
$52.4K +$424 +12 +0.8%
BC
595
Barnett & Company
Tennessee
$49K +$42.4K +1,200 +638%
OSNBOA
596
Old Second National Bank of Aurora
Illinois
$46K
PSUF
597
People's United Financial
Connecticut
$46K
FWM
598
Focused Wealth Management
New York
$43K
ABFS
599
Appropriate Balance Financial Services
Washington
$36.8K +$89K +2,520 +14%
First Manhattan
600
First Manhattan
New York
$35K