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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
626
Azimuth Capital Management
Michigan
$1.37M
SWM
627
SigFig Wealth Management
California
$1.37M +$74.2K +1,368 +6%
ESB
628
Essex Savings Bank
Connecticut
$1.37M -$1.52K -28 -0.1%
BAIA
629
Bel Air Investment Advisors
California
$1.36M +$1.33M +24,556 New
LSA
630
L & S Advisors
California
$1.36M -$125K -2,296 -9%
WWM
631
Windsor Wealth Management
Indiana
$1.35M +$24.5K +452 +2%
SFPM
632
Sensible Financial Planning & Management
Massachusetts
$1.33M +$232K +4,276 +22%
ATC
633
Adirondack Trust Company
New York
$1.33M
KTM
634
Keeler Thomas Management
Utah
$1.33M +$1.29M +23,804 New
DACG
635
Donor Advised Charitable Giving
California
$1.32M +$3.69K +68 +0.3%
QCM
636
Quest Capital Management
Texas
$1.32M +$835K +15,380 +181%
MWPCG
637
Measured Wealth Private Client Group
New Hampshire
$1.3M -$92.9K -1,712 -7%
GLA
638
Good Life Advisors
Pennsylvania
$1.28M -$6.54M -120,444 -84%
SWM
639
Stockman Wealth Management
Montana
$1.27M -$23.4K -432 -2%
CC
640
Callan Capital
California
$1.27M -$91.4K -1,684 -7%
CIA
641
Covington Investment Advisors
Pennsylvania
$1.27M +$127K +2,348 +11%
PPA
642
Parametric Portfolio Associates
Washington
$1.26M +$96.2K +1,772 +8%
VCM
643
Virtue Capital Management
Tennessee
$1.26M +$1.23M +22,736 New
MCM
644
MAI Capital Management
Ohio
$1.25M -$242K -4,468 -16%
HTC
645
Haverford Trust Company
Pennsylvania
$1.25M
Koshinski Asset Management
646
Koshinski Asset Management
Illinois
$1.25M +$23.7K +436 +2%
WB
647
Webster Bank
Connecticut
$1.25M -$235K -4,336 -16%
AL
648
ACAS LLC
California
$1.25M +$1.22M +22,496 New
SB
649
Strategic Blueprint
Georgia
$1.24M +$147K +2,704 +14%
CBN
650
Cadence Bank NA
Texas
$1.24M +$186K +3,424 +18%