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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
576
Bluestem Financial Advisors
Illinois
$628K -$201K -4,852 -20%
SIC
577
Sigma Investment Counselors
Michigan
$628K +$284K +6,856 +56%
CWP
578
Capital Wealth Planning
Florida
$628K +$791K +19,092 New
FMWA
579
Forvis Mazars Wealth Advisors
Missouri
$626K -$19.4K -468 -2%
ZF
580
Zhang Financial
Michigan
$625K -$47.4K -1,144 -6%
DHFB
581
Dixon Hubard Feinour & Brown
Virginia
$614K +$467K +11,276 +153%
TCA
582
Transcend Capital Advisors
New Jersey
$612K +$369K +8,908 +94%
HPC
583
HM Payson & Co
Maine
$611K -$42.9K -1,036 -5%
TVWM
584
Tower View Wealth Management
Wisconsin
$610K +$118K +2,848 +18%
IC
585
Intersect Capital
California
$607K
NWP
586
Northstar Wealth Partners
Connecticut
$604K -$135K -3,268 -15%
WA
587
WBH Advisory
Maryland
$598K -$666K -16,080 -47%
ACM
588
AlphaStar Capital Management
North Carolina
$595K +$714K +17,252 New
EWA
589
EP Wealth Advisors
California
$585K +$145K +3,500 +25%
BBA
590
Braun-Bostich & Associates
Pennsylvania
$575K
WFA
591
Wellspring Financial Advisors
Ohio
$575K +$723K +17,464 New
AFA
592
Atlanta Financial Associates
Georgia
$574K +$722K +17,428 New
Financial Engines Advisors
593
Financial Engines Advisors
California
$566K +$379K +9,144 +113%
TF
594
Tompkins Financial
New York
$565K
SIS
595
SVB Investment Services
Utah
$565K +$167K +4,036 +31%
TSWM
596
Triangle Securities Wealth Management
North Carolina
$563K +$8.28K +200 +1%
FTC
597
Farmers Trust Company
Ohio
$559K -$21K -508 -3%
SW
598
SkyOak Wealth
Michigan
$555K +$163K +3,932 +30%
GLA
599
Great Lakes Advisors
Illinois
$554K +$106K +2,564 +18%
DFA
600
Delta Financial Advisors
Louisiana
$549K -$327K -7,900 -32%