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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
676
Brighton Jones LLC
Washington
$3.02M -$3.23M -51,460 -53%
UB
677
UMB Bank
Missouri
$3.02M -$40.4K -644 -1%
WSFS
678
Wilmington Savings Fund Society
Delaware
$3M +$2.32M +36,988 +435%
Koshinski Asset Management
679
Koshinski Asset Management
Illinois
$2.99M +$62.5K +996 +2%
SSWM
680
Sheets Smith Wealth Management
North Carolina
$2.98M -$536K -8,540 -16%
OCM
681
Objective Capital Management
Ohio
$2.95M +$2.81M +44,688 New
NAS
682
NWF Advisory Services
California
$2.94M -$146K -2,332 -5%
LNWWM
683
Laird Norton Wetherby Wealth Management
California
$2.93M -$24.6K -392 -0.9%
CFD
684
Creative Financial Designs
Indiana
$2.92M +$154K +2,452 +6%
GWM
685
Geneos Wealth Management
Colorado
$2.91M +$2.11M +33,624 +319%
BMCM
686
Bryn Mawr Capital Management
Pennsylvania
$2.9M -$7.79K -124 -0.3%
RWP
687
Revolve Wealth Partners
New Jersey
$2.89M -$148K -2,352 -5%
FFW
688
Fusion Family Wealth
New York
$2.89M -$8.04K -128 -0.3%
DT
689
Diversified Trust
Tennessee
$2.88M -$85.6K -1,364 -3%
FFA
690
First Foundation Advisors
California
$2.87M +$61.5K +980 +2%
FFL
691
Financial Freedom LLC
Ohio
$2.87M +$10K +160 +0.4%
MWM
692
Modera Wealth Management
New Jersey
$2.86M -$55.5K -884 -2%
SFP
693
Sweet Financial Partners
Minnesota
$2.85M +$18.8K +300 +0.7%
GFS
694
GYL Financial Synergies
Connecticut
$2.84M +$9.29K +148 +0.3%
GWM
695
GoalFusion Wealth Management
Texas
$2.84M +$350K +5,568 +15%
AMM
696
American Money Management
California
$2.83M -$39.7K -632 -1%
GIM
697
Goelzer Investment Management
Indiana
$2.83M -$133K -2,124 -5%
DSC
698
Duncker Streett & Co
Missouri
$2.83M -$70.8K -1,128 -3%
SFCL
699
Strengthening Families & Communities LLC
Massachusetts
$2.83M +$328K +5,220 +14%
SFWC
700
Strategic Family Wealth Counselors
New Jersey
$2.82M +$2.01K +32 +0.1%