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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
701
Bridgewater Advisors
New York
$1.22M +$19.8K +328 +2%
TFS
702
Thoroughbred Financial Services
Tennessee
$1.22M +$76.9K +1,272 +7%
SIC
703
Sigma Investment Counselors
Michigan
$1.21M +$483 +8 +0%
SWM
704
Segment Wealth Management
Texas
$1.21M +$967 +16 +0.1%
RSVP
705
Ramsay Stattman Vela & Price
Colorado
$1.2M
CSPIA
706
Cary Street Partners Investment Advisory
Virginia
$1.2M +$36K +596 +3%
FTUS
707
Flow Traders U.S.
New York
$1.19M -$2.96M -49,064 -71%
BFO
708
Biltmore Family Office
North Carolina
$1.19M +$60.4K +1,000 +5%
AWA
709
Alta Wealth Advisors
Massachusetts
$1.18M +$26.6K +440 +2%
FB
710
Fulton Bank
Pennsylvania
$1.18M +$605K +10,020 +101%
FLA
711
Financial Life Advisors
Texas
$1.18M -$20.1K -332 -2%
ECM
712
EagleClaw Capital Management
Massachusetts
$1.16M
FFA
713
Fragasso Financial Advisors
Pennsylvania
$1.16M +$2.42K +40 +0.2%
IC
714
IEQ Capital
California
$1.16M
BFO
715
Boston Family Office
Massachusetts
$1.15M
WJWM
716
Williams Jones Wealth Management
New York
$1.14M +$24.9K +412 +2%
AWS
717
AJ Wealth Strategies
New York
$1.14M +$62.4K +1,032 +6%
LA
718
Legacy Advisors
Pennsylvania
$1.14M +$126K +2,080 +12%
MJRIC
719
Mogy Joel R Investment Counsel
California
$1.13M +$9.67K +160 +0.8%
Lido Advisors
720
Lido Advisors
California
$1.12M +$766K +12,672 +200%
LPT
721
Legacy Private Trust
Wisconsin
$1.12M +$178K +2,948 +18%
HA
722
Herold Advisors
New York
$1.11M +$1.14M +18,788 New
PWM
723
Perigon Wealth Management
California
$1.11M -$967 -16 -0.1%
ZF
724
Zhang Financial
Michigan
$1.1M
KWM
725
Kingsview Wealth Management
Oregon
$1.1M -$95K -1,572 -8%