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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASW
576
Astoria Strategic Wealth
Texas
$775K +$746K +17,380 New
SWM
577
Stockman Wealth Management
Montana
$772K -$234K -5,440 -24%
NFP
578
Narus Financial Partners
Utah
$767K +$11.3K +264 +2%
TF
579
Tompkins Financial
New York
$765K
TFA
580
TPG Financial Advisors
Oregon
$754K -$90.2K -2,100 -11%
TSWM
581
Triangle Securities Wealth Management
North Carolina
$754K +$196K +4,560 +37%
SAM
582
Silvercrest Asset Management
New York
$753K +$451K +10,500 +164%
Deutsche Bank
583
Deutsche Bank
Germany
$751K -$515M -12,000,564 -100%
IF
584
Ironwood Financial
Arizona
$748K -$2.58K -60 -0.4%
IC
585
IEQ Capital
California
$747K +$720K +16,772 New
HS
586
Horan Securities
United States
$746K -$107K -2,492 -13%
SNBOSD
587
Security National Bank of So Dak
Iowa
$743K +$859 +20 +0.1%
PCM
588
Penn Capital Management
Pennsylvania
$718K +$692K +16,120 New
SPA
589
Sentinel Pension Advisors
Massachusetts
$715K +$689K +16,044 New
LPT
590
Legacy Private Trust
Wisconsin
$713K -$35K -816 -5%
BWM
591
Benchmark Wealth Management
Connecticut
$705K +$679K +15,820 New
MAM
592
Marotta Asset Management
Virginia
$701K +$672K +15,656 New
RT
593
Rockland Trust
Massachusetts
$699K -$859 -20 -0.1%
PP
594
PagnatoKarp Partners
Virginia
$699K +$1.37K +32 +0.2%
TVWM
595
Tower View Wealth Management
Wisconsin
$698K -$13.4K -312 -2%
DWM
596
Doyle Wealth Management
Florida
$696K +$73.3K +1,708 +12%
FLPIM
597
F.L. Putnam Investment Management
Massachusetts
$694K +$33.8K +788 +5%
IA
598
IFG Advisors
Missouri
$692K +$3.61K +84 +0.5%
BHIA
599
Birch Hill Investment Advisors
Massachusetts
$688K
LRIA
600
Leonard Rickey Investment Advisors
Washington
$687K +$20.6K +480 +3%