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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
576
Boston Family Office
Massachusetts
$869K -$319K -8,320 -28%
AC
577
Apella Capital
Connecticut
$868K +$71.7K +1,872 +10%
NWP
578
Northstar Wealth Partners
Connecticut
$867K +$107K +2,792 +15%
MFWM
579
Motley Fool Wealth Management
Virginia
$864K -$50.3K -1,312 -6%
RI
580
Ridgewood Investments
New Jersey
$859K +$803K +20,960 New
WJWM
581
Williams Jones Wealth Management
New York
$851K -$163K -4,260 -17%
SWM
582
SigFig Wealth Management
California
$850K -$47.5K -1,240 -6%
HCMT
583
Highland Capital Management (Tennessee)
Tennessee
$839K +$14.9K +388 +2%
CCG
584
Chatham Capital Group
Georgia
$838K
CFMC
585
Curbstone Financial Management Corp
New Hampshire
$836K
SW
586
StrongBox Wealth
Missouri
$834K +$780K +20,356 New
SWM
587
Segment Wealth Management
Texas
$832K
FFA
588
Fragasso Financial Advisors
Pennsylvania
$814K +$704K +18,380 New
FA
589
Faithward Advisors
Pennsylvania
$813K -$517K -13,496 -40%
WTB
590
Washington Trust Bank
Washington
$809K -$10.3K -268 -1%
CIA
591
Covington Investment Advisors
Pennsylvania
$809K
CWM
592
Cornerstone Wealth Management
Missouri
$802K -$413K -10,788 -36%
MJRIC
593
Mogy Joel R Investment Counsel
California
$799K -$506K -13,204 -40%
Deutsche Bank
594
Deutsche Bank
Germany
$798K -$26K -680 -3%
CF
595
Centaurus Financial
California
$796K -$524K -13,680 -41%
CAGAS
596
Capital Advisory Group Advisory Services
Minnesota
$787K +$736K +19,212 New
SIC
597
Sigma Investment Counselors
Michigan
$783K +$1.53K +40 +0.2%
BWP
598
BSW Wealth Partners
Colorado
$780K -$105K -2,748 -13%
FPS
599
Fieldpoint Private Securities
Connecticut
$779K -$30.2K -788 -4%
AFAS
600
Acorn Financial Advisory Services
Virginia
$771K +$722K +18,836 New