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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
701
Pin Oak Investment Advisors
Texas
$47K +$47.9K +1,216 New
SMG
702
Spectrum Management Group
Indiana
$46K -$28.3K -720 -38%
BC
703
Barnett & Company
Tennessee
$46K -$7.4K -188 -14%
LWCFA
704
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K
WDL
705
Well Done LLC
Michigan
$46K +$47.1K +1,196 New
AWM
706
Aevitas Wealth Management
Massachusetts
$42K +$157 +4 +0.4%
SC
707
Slow Capital
California
$42K +$23K +584 +111%
LFA
708
Legacy Financial Advisors
Kentucky
$41K
OIA
709
Optimum Investment Advisors
Illinois
$39K +$39.4K +1,000 New
MSA
710
Marino Stram & Associates
Massachusetts
$37K +$6.77K +172 +25%
TIM
711
Tortoise Investment Management
New York
$36K
1IA
712
1834 Investment Advisors
Wisconsin
$36K +$36.9K +936 New
GWS
713
Glassman Wealth Services
Virginia
$32K
GSC
714
G&S Capital
Colorado
$31K -$53.4K -1,356 -63%
PRS
715
Pinkerton Retirement Specialists
Idaho
$31K
JWA
716
JFS Wealth Advisors
Pennsylvania
$25K
KCPG
717
Kavar Capital Partners Group
Kansas
$24K +$24.1K +612 New
LIA
718
LS Investment Advisors
Michigan
$24K +$24.4K +620 New
BDWM
719
Brewin Dolphin Wealth Management
Ireland
$23.9K
1832 Asset Management
720
1832 Asset Management
Ontario, Canada
$23K
CAL
721
Capital Advisors Ltd
Ohio
$23K
PA
722
Perennial Advisors
New York
$23K
BCM
723
Blume Capital Management
California
$21K
SAM
724
Shamrock Asset Management
Texas
$21K
AA
725
AlphaMark Advisors
Kentucky
$20K