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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
651
Shufro Rose & Co
New York
$1.34M +$1.31M +22,524 New
SWM
652
Stockman Wealth Management
Montana
$1.33M -$27.6K -476 -2%
CBN
653
Cadence Bank NA
Texas
$1.33M +$1.16K +20 +0.1%
PAM
654
Peak Asset Management
Colorado
$1.33M +$511K +8,812 +65%
EWM
655
Empirical Wealth Management
Washington
$1.33M +$74.6K +1,288 +6%
WFA
656
Wipfli Financial Advisors
Wisconsin
$1.32M
Neuberger Berman Group
657
Neuberger Berman Group
New York
$1.31M +$228K +3,940 +22%
CAM
658
Chandler Asset Management
California
$1.31M
AR
659
Advisory Research
Illinois
$1.31M
FA
660
Fermata Advisors
California
$1.3M +$812K +14,016 +177%
VIM
661
Vista Investment Management
Pennsylvania
$1.3M -$9.51K -164 -0.7%
GLA
662
Good Life Advisors
Pennsylvania
$1.29M -$88.3K -1,524 -7%
BTW
663
Boston Trust Walden
Massachusetts
$1.29M +$110K +1,900 +10%
SCA
664
Stillwater Capital Advisors
Pennsylvania
$1.28M +$98.5K +1,700 +9%
GHAM
665
Gilman Hill Asset Management
Connecticut
$1.27M +$318K +5,480 +35%
SFPM
666
Sensible Financial Planning & Management
Massachusetts
$1.26M -$162K -2,800 -12%
BS
667
Boenning & Scattergood
Pennsylvania
$1.26M +$61K +1,052 +5%
SFWC
668
Strategic Family Wealth Counselors
New Jersey
$1.26M -$31.8K -548 -3%
CPO
669
Cerity Partners OCIO
New York
$1.26M -$12.5K -216 -1%
CAM
670
Covenant Asset Management
New Jersey
$1.25M -$2.09K -36 -0.2%
HWA
671
Heritage Wealth Advisors
Virginia
$1.24M +$437K +7,532 +56%
AWAP
672
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.24M +$185K +3,184 +18%
SIC
673
Sigma Investment Counselors
Michigan
$1.22M
SWM
674
Segment Wealth Management
Texas
$1.21M +$1.39K +24 +0.1%
BFA
675
Beacon Financial Advisory
Ohio
$1.21M +$95.5K +1,648 +9%