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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
626
Strategic Capital Advisers
Colorado
$225K +$219K +5,804 New
WA
627
Winfield Associates
Ohio
$220K
CFD
628
Creative Financial Designs
Indiana
$218K +$21.1K +560 +11%
LWM
629
Lyell Wealth Management
California
$217K
CT
630
Cambridge Trust
Massachusetts
$215K -$63.3K -1,676 -23%
MWM
631
Mission Wealth Management
California
$215K
PA
632
Probity Advisors
Texas
$214K
CBT
633
Central Bank & Trust
Kentucky
$212K +$19.2K +508 +10%
OPCM
634
Osborne Partners Capital Management
California
$209K +$204K +5,400 New
SP
635
Successful Portfolios
Florida
$209K +$204K +5,408 New
CAG
636
Crestwood Advisors Group
Massachusetts
$208K +$203K +5,380 New
BFA
637
Beaumont Financial Advisors
Massachusetts
$207K -$5.29K -140 -3%
CAM
638
Covenant Asset Management
New Jersey
$207K +$202K +5,360 New
GTAM
639
Global Trust Asset Management
Florida
$207K +$202K +5,360 New
Cerity Partners
640
Cerity Partners
New York
$204K +$199K +5,280 New
EWA
641
Exencial Wealth Advisors
Oklahoma
$202K +$197K +5,208 New
AWA
642
Acorn Wealth Advisors
Michigan
$193K +$185K +4,888 New
GEA
643
Glen Eagle Advisors
New Jersey
$188K -$604 -16 -0.3%
MOS
644
MGO One Seven
Ohio
$187K +$182K +4,832 New
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$185K
CC
646
Claybrook Capital
Massachusetts
$185K +$180K +4,780 New
AIM
647
Acropolis Investment Management
Missouri
$177K -$17.4K -460 -9%
CB
648
Community Bank
New York
$176K -$2.27K -60 -1%
IWM
649
IHT Wealth Management
Illinois
$175K -$9.06K -240 -5%
BEAM
650
Baker Ellis Asset Management
Washington
$170K +$166K +4,400 New