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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
651
Birch Hill Investment Advisors
Massachusetts
$651K -$28.8K -660 -4%
SKK
652
Shepherd Kaplan Krochuk
Massachusetts
$651K +$34.9K +800 +6%
CSPIA
653
Cary Street Partners Investment Advisory
Virginia
$649K +$642K +14,736 New
WFA
654
Wellspring Financial Advisors
Ohio
$648K -$106K -2,424 -14%
First Manhattan
655
First Manhattan
New York
$648K -$88.9K -2,040 -12%
SWM
656
Stockman Wealth Management
Montana
$647K -$85.9K -1,972 -12%
TF
657
Tompkins Financial
New York
$647K -$72.3K -1,660 -10%
FNBT
658
FineMark National Bank & Trust
Florida
$646K +$54.4K +1,248 +9%
TFS
659
Thoroughbred Financial Services
Tennessee
$645K +$78.6K +1,804 +14%
S
660
SignatureFD
Georgia
$643K +$195K +4,476 +44%
IBOK
661
Independence Bank of Kentucky
Kentucky
$641K +$216K +4,948 +52%
GWM
662
Geneos Wealth Management
Colorado
$639K -$1.74M -39,832 -73%
QCM
663
Quest Capital Management
Texas
$626K +$41.1K +944 +7%
IC
664
Intersect Capital
California
$624K
WA
665
Wealth Architects
California
$621K +$39.7K +912 +7%
Neuberger Berman Group
666
Neuberger Berman Group
New York
$619K +$127K +2,904 +26%
BCM
667
Brookstone Capital Management
Illinois
$616K +$80.4K +1,844 +15%
MA
668
MONECO Advisors
Connecticut
$610K +$51.8K +1,188 +9%
PS
669
Portfolio Solutions
Michigan
$608K +$339K +7,768 +129%
SW
670
SkyOak Wealth
Michigan
$605K -$125K -2,868 -17%
MCM
671
Mitchell Capital Management
Kansas
$603K
GG
672
Gofen & Glossberg
Illinois
$598K +$157K +3,600 +36%
Deutsche Bank
673
Deutsche Bank
Germany
$589K -$266K -6,100 -31%
HWA
674
Heritage Wealth Advisors
Virginia
$589K +$523 +12 +0.1%
TCA
675
Transcend Capital Advisors
New Jersey
$587K +$581K +13,332 New