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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
576
Defined Wealth Management
Oregon
$2.8M +$92.5K +1,476 +3%
EGWAG
577
Elwood & Goetz Wealth Advisory Group
Georgia
$2.79M -$21.6K -344 -0.8%
AP
578
Appleton Partners
Massachusetts
$2.78M -$96.5K -1,540 -3%
PIFP
579
Partners in Financial Planning
Virginia
$2.78M -$556K -8,864 -16%
FPS
580
Fieldpoint Private Securities
Connecticut
$2.77M +$212K +3,376 +8%
GAM
581
Grandview Asset Management
Pennsylvania
$2.77M +$2.72M +43,428 New
LWM
582
Laidlaw Wealth Management
New York
$2.76M +$2.72M +43,400 New
BIM
583
Bridges Investment Management
Nebraska
$2.75M
Koshinski Asset Management
584
Koshinski Asset Management
Illinois
$2.74M -$138K -2,208 -5%
EWA
585
EP Wealth Advisors
California
$2.73M +$499K +7,956 +23%
LHEI
586
Leo H. Evart Inc
California
$2.73M +$2.69M +42,876 New
DIA
587
Dana Investment Advisors
Wisconsin
$2.73M +$37.4K +596 +1%
AWM
588
Apollon Wealth Management
South Carolina
$2.72M +$835K +13,320 +50%
CC
589
Callan Capital
California
$2.72M +$1.85M +29,548 +224%
RPCONE
590
Retirement Planning Company of New England
Rhode Island
$2.72M +$2.67M +42,672 New
VCM
591
Virtue Capital Management
Tennessee
$2.7M +$145K +2,312 +6%
SA
592
Strategic Advisors
New York
$2.7M -$207K -3,296 -7%
AIA
593
Acute Investment Advisory
Arizona
$2.7M +$2.65M +42,344 New
SYBT
594
Stock Yards Bank & Trust
Kentucky
$2.69M +$1.49M +23,800 +129%
IFA
595
Index Fund Advisors
California
$2.69M +$2.65M +42,236 New
BCM
596
Brookstone Capital Management
Illinois
$2.69M +$1.31M +20,948 +92%
PFG
597
PAX Financial Group
Texas
$2.68M -$107K -1,704 -4%
JAFL
598
Jay A. Fishman Ltd
Michigan
$2.68M +$6.27K +100 +0.2%
AIM
599
Anchor Investment Management
South Carolina
$2.68M +$30.8K +492 +1%
FA
600
FDx Advisors
Illinois
$2.67M +$600K +9,568 +30%