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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
651
Proffitt & Goodson
Tennessee
$2.23M -$37.7K -688 -2%
EA
652
Eclectic Associates
California
$2.22M +$76.6K +1,396 +3%
WFA
653
Websterrogers Financial Advisors
South Carolina
$2.21M -$1.03M -18,716 -31%
Fiera Capital (Canada)
654
Fiera Capital (Canada)
Quebec, Canada
$2.21M -$1.2M -21,960 -34%
CAM
655
Columbia Asset Management
Michigan
$2.21M -$4.39K -80 -0.2%
OFS
656
OneAscent Financial Services
Alabama
$2.19M +$2.31M +42,096 New
WP
657
Wealthspan Partners
Iowa
$2.18M +$336K +6,120 +17%
SPIO
658
Seven Post Investment Office
California
$2.17M
FNT
659
First National Trust
Pennsylvania
$2.15M
JAG
660
Journey Advisory Group
Kentucky
$2.13M +$9.43K +172 +0.4%
SIS
661
Strategic Investment Solutions
Illinois
$2.13M +$2.1M +38,232 +5,057%
WF
662
Welch & Forbes
Massachusetts
$2.13M -$76.3K -1,392 -3%
CWA
663
CM Wealth Advisors
Ohio
$2.11M +$2.18M +39,692 New
BMWM
664
Brown Miller Wealth Management
Virginia
$2.09M +$277K +5,056 +14%
CM
665
Columbus Macro
Pennsylvania
$2.09M -$236K -4,300 -10%
V
666
VeraBank
Texas
$2.09M +$424K +7,732 +24%
SCP
667
Stevens Capital Partners
Nebraska
$2.09M +$47.2K +860 +2%
MWM
668
Modera Wealth Management
New Jersey
$2.08M -$79.6K -1,452 -4%
FM
669
Family Management
New York
$2.08M +$1.54K +28 +0.1%
AFM
670
Abbot Financial Management
Massachusetts
$2.08M -$81.6K -1,488 -4%
TCA
671
Transcend Capital Advisors
New Jersey
$2.07M -$43.9K -800 -2%
MTIC
672
Missouri Trust & Investment Company
Missouri
$2.07M
PA
673
PFW Advisors
Georgia
$2.07M
TI
674
Truepoint Inc
Ohio
$2.06M -$38K -692 -2%
KC
675
Kingfisher Capital
North Carolina
$2.06M -$39.3K -716 -2%