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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFGLC
676
Johnson Financial Group LLC (Colorado)
Colorado
$1.11M -$178K -3,280 -14%
PWM
677
Perigon Wealth Management
California
$1.11M +$434 +8 +0%
BFA
678
Bluestem Financial Advisors
Illinois
$1.1M +$1.3K +24 +0.1%
SCA
679
Stillwater Capital Advisors
Pennsylvania
$1.1M -$145K -2,680 -12%
BTW
680
Boston Trust Walden
Massachusetts
$1.09M +$320K +5,900 +43%
BCP
681
Berkeley Capital Partners
Georgia
$1.07M -$11.3K -208 -1%
PWA
682
Peterson Wealth Advisors
Utah
$1.07M -$34.1K -628 -3%
AWA
683
Alta Wealth Advisors
Massachusetts
$1.07M +$44.5K +820 +4%
WIA
684
World Investment Advisors
California
$1.06M +$147K +2,708 +17%
TFS
685
Thoroughbred Financial Services
Tennessee
$1.06M +$88.6K +1,632 +9%
CFO
686
Collective Family Office
Pennsylvania
$1.05M -$212K -3,912 -17%
CCT
687
Country Club Trust
Missouri
$1.05M +$65.6K +1,208 +7%
IC
688
IEQ Capital
California
$1.05M +$1.03M +18,932 New
MJRIC
689
Mogy Joel R Investment Counsel
California
$1.05M
BFA
690
Beacon Financial Advisory
Ohio
$1.04M +$37.1K +684 +4%
ZF
691
Zhang Financial
Michigan
$1.03M
HPC
692
HM Payson & Co
Maine
$1.03M -$14.1K -260 -1%
DI
693
Disciplined Investments
Oklahoma
$1.02M -$62.1K -1,144 -6%
SIS
694
SVB Investment Services
Utah
$1.02M +$10.9K +200 +1%
FFA
695
Fragasso Financial Advisors
Pennsylvania
$1.02M +$78.6K +1,448 +9%
CWM
696
Cornerstone Wealth Management
Missouri
$1.02M -$21.1K -388 -2%
SIA
697
Strategic Investment Advisors
Michigan
$1.01M +$91.6K +1,688 +10%
B
698
Bailard
California
$1.01M
Neuberger Berman Group
699
Neuberger Berman Group
New York
$1.01M +$22.1K +408 +2%
GWAM
700
Guardian Wealth Advisors (Minnesota)
Minnesota
$1M +$9.77K +180 +1%