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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$118K +$115K +3,200 New
KBFS
577
Kohmann Bosshard Financial Services
Ohio
$112K +$110K +3,060 New
KPCM
578
Kings Point Capital Management
New York
$105K
ZB
579
Zions Bancorporation
Utah
$103K
BC
580
Bartlett & Co
Ohio
$102K -$1.03M -28,580 -91%
Thrivent Financial for Lutherans
581
Thrivent Financial for Lutherans
Minnesota
$94K +$85K +2,356 +1,280%
WAM
582
Watermark Asset Management
California
$93K
BWM
583
Baystate Wealth Management
Massachusetts
$88K
Simplex Trading
584
Simplex Trading
Illinois
$88K +$86.6K +2,400 New
TCOV
585
Trust Company of Vermont
Vermont
$86K
BlackRock
586
BlackRock
New York
$83K +$3.61K +100 +5%
YWP
587
YorkBridge Wealth Partners
New York
$79K +$50.5K +1,400 +186%
RCA
588
Rowland Carmichael Advisors
Arizona
$73K +$12.3K +340 +21%
SMG
589
Spectrum Management Group
Indiana
$71K +$69.2K +1,920 New
PS
590
Portfolio Solutions
Michigan
$70K
CFA
591
Carroll Financial Associates
North Carolina
$69K -$183K -5,080 -73%
JCM
592
Jacobi Capital Management
Pennsylvania
$68K -$3.9K -108 -6%
VFA
593
Valeo Financial Advisors
Indiana
$66K +$64.9K +1,800 New
MCIA
594
Mountain Capital Investment Advisors
Colorado
$62K
LF
595
Lee Financial
Texas
$59K
CG
596
Cutler Group
California
$58K -$139K -3,852 -71%
BWA
597
Burt Wealth Advisors
Maryland
$57K
RWM
598
Raffa Wealth Management
District of Columbia
$54K
ADL
599
Asset Dedication LLC
California
$53K -$13.1K -364 -20%
BC
600
Barnett & Company
Tennessee
$51K