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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RT
701
Rockland Trust
Massachusetts
$826K -$6.97K -144 -0.9%
WEC
702
Winslow Evans & Crocker
Massachusetts
$825K +$511K +10,556 +195%
Fisher Asset Management
703
Fisher Asset Management
Washington
$824K +$771K +15,932 New
Vanguard Personalized Indexing Management
704
Vanguard Personalized Indexing Management
California
$816K +$765K +15,792 New
BWM
705
BigSur Wealth Management
Florida
$815K +$530K +10,940 +227%
BWM
706
Benchmark Wealth Management
Connecticut
$812K +$10.7K +220 +1%
MAM
707
Marotta Asset Management
Virginia
$809K
AWS
708
AJ Wealth Strategies
New York
$804K +$4.84K +100 +0.6%
S
709
SignatureFD
Georgia
$804K +$46.3K +956 +7%
CT
710
Cambridge Trust
Massachusetts
$791K -$89.1K -1,840 -11%
VWA
711
V Wealth Advisors
Kansas
$788K +$331K +6,832 +81%
OA
712
Oxbow Advisors
Texas
$786K
IA
713
IFG Advisors
Missouri
$783K +$4.65K +96 +0.6%
MPCG
714
Matrix Private Capital Group
New York
$778K +$968 +20 +0.1%
SWP
715
Summit Wealth Partners
Florida
$772K -$7.94K -164 -1%
SFA
716
Stewardship Financial Advisors
Georgia
$772K +$1.16K +24 +0.2%
WJWM
717
Williams Jones Wealth Management
New York
$771K
SEP
718
Southland Equity Partners
Missouri
$767K +$719K +14,844 New
TA
719
Trellis Advisors
Washington
$767K
BHIA
720
Birch Hill Investment Advisors
Massachusetts
$766K +$1.94K +40 +0.3%
CFIA
721
Cantor Fitzgerald Investment Advisors
New York
$764K +$105K +2,160 +17%
TF
722
Tompkins Financial
New York
$759K
FNBT
723
FineMark National Bank & Trust
Florida
$758K
ACP
724
Ashfield Capital Partners
California
$756K -$146K -3,008 -17%
LFS
725
Lutz Financial Services
Nebraska
$756K -$10.7K -220 -1%