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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
626
Stillwater Capital Advisors
Pennsylvania
$1.17M +$58.1K +1,200 +6%
MWM
627
Minot Wealth Management
Massachusetts
$1.16M
VIM
628
Vista Investment Management
Pennsylvania
$1.15M -$12.6K -260 -1%
WFA
629
Wipfli Financial Advisors
Wisconsin
$1.15M +$1.08M +22,268 New
RSVP
630
Ramsay Stattman Vela & Price
Colorado
$1.15M -$194K -4,000 -15%
Koshinski Asset Management
631
Koshinski Asset Management
Illinois
$1.15M -$44K -908 -4%
CAM
632
Chandler Asset Management
California
$1.14M
SIA
633
Soltis Investment Advisors
Utah
$1.14M -$18.8K -388 -2%
PPW
634
Parcion Private Wealth
Washington
$1.14M -$1.82M -37,524 -63%
AG
635
AlphaSimPlex Group
Massachusetts
$1.13M -$518K -10,688 -33%
SFWC
636
Strategic Family Wealth Counselors
New Jersey
$1.13M +$30.8K +636 +3%
FLA
637
Financial Life Advisors
Texas
$1.12M -$7.94K -164 -0.8%
CAM
638
Covenant Asset Management
New Jersey
$1.11M -$39.5K -816 -4%
ECM
639
EagleClaw Capital Management
Massachusetts
$1.1M
TC
640
Trilogy Capital
California
$1.1M +$1.03M +21,344 New
BFO
641
Boston Family Office
Massachusetts
$1.1M
PPA
642
Parametric Portfolio Associates
Washington
$1.09M -$3.67M -75,868 -78%
MECA
643
Miller Equity Capital Advisors
Texas
$1.08M -$3.1K -64 -0.3%
SBSB
644
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.07M +$127K +2,628 +15%
CIA
645
Covington Investment Advisors
Pennsylvania
$1.06M +$52.1K +1,076 +6%
SIC
646
Sigma Investment Counselors
Michigan
$1.06M +$67.8K +1,400 +7%
SWM
647
Segment Wealth Management
Texas
$1.05M +$2.9K +60 +0.3%
UB
648
UMB Bank
Missouri
$1.04M -$86.4K -1,784 -8%
PWM
649
Perigon Wealth Management
California
$1.03M -$97.6K -2,016 -9%
BFA
650
Bluestem Financial Advisors
Illinois
$1.03M +$158K +3,256 +20%