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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
676
Principle Wealth Partners
Connecticut
$502K +$115K +2,680 +31%
CT
677
Columbia Trust
Oregon
$501K +$484K +11,264 New
OBWP
678
O'Brien Wealth Partners
Massachusetts
$497K -$27.1K -632 -5%
LFA
679
Lighthouse Financial Advisors
Maryland
$493K +$476K +11,088 New
HWA
680
Heritage Wealth Advisors
Virginia
$493K +$147K +3,412 +45%
LDB
681
Lee, Danner & Bass
Tennessee
$492K -$4.29K -100 -0.9%
TC
682
Trust Company
Kansas
$491K
OAM
683
Oppenheimer Asset Management
New York
$489K +$13.4K +312 +3%
MW
684
Marcum Wealth
Ohio
$486K +$469K +10,912 New
VWA
685
VERITY Wealth Advisors
United States
$483K -$205K -4,776 -31%
JIP
686
Jaffetilchin Investment Partners
Florida
$483K +$4.64K +108 +1%
CCA
687
Conservest Capital Advisors
Pennsylvania
$478K +$3.61K +84 +0.8%
Vanguard Group
688
Vanguard Group
Pennsylvania
$475K -$721K -16,796 -61%
LC
689
Lindbrook Capital
California
$470K
RIS
690
Retirement Income Solutions
Michigan
$470K
FT
691
Fiduciary Trust
Massachusetts
$467K
PWM
692
Perigon Wealth Management
California
$467K +$98.6K +2,296 +28%
GG
693
Gofen & Glossberg
Illinois
$463K
EBT
694
Enterprise Bank & Trust
Massachusetts
$462K -$17.9K -416 -4%
WEC
695
Winslow Evans & Crocker
Massachusetts
$460K +$3.44K +80 +0.8%
ACA
696
Atlas Capital Advisors
Wyoming
$459K +$28.2K +656 +7%
PL
697
Plancorp LLC
Missouri
$459K +$442K +10,296 New
FHC
698
First Heartland Consultants
Missouri
$458K -$26.5K -616 -6%
IWA
699
Inspirion Wealth Advisors
Illinois
$458K +$172 +4 +0%
OPA
700
Old Port Advisors
Maine
$457K -$18.4K -428 -4%