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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSB
701
City State Bank
Iowa
$1.91M -$113K -2,148 -6%
STA
702
Summit Trail Advisors
New York
$1.91M -$2.61M -49,700 -59%
BPWM
703
Badgley Phelps Wealth Managers
Washington
$1.91M -$10.5K -200 -0.6%
BWM
704
Boyd Wealth Management
California
$1.89M -$9.44K -180 -0.5%
BMCM
705
Bryn Mawr Capital Management
Pennsylvania
$1.89M +$152K +2,896 +9%
FAIM
706
Financial Advocates Investment Management
Washington
$1.89M -$446K -8,504 -20%
CDH
707
Charles D. Hyman
$1.88M
SIA
708
Soltis Investment Advisors
Utah
$1.88M +$398K +7,592 +29%
AWA
709
Arete Wealth Advisors
Illinois
$1.88M -$818K -15,600 -31%
ECA
710
Elevated Capital Advisors
Utah
$1.88M -$280K -5,348 -14%
FWM
711
Fingerlakes Wealth Management
New York
$1.87M -$8.6K -164 -0.5%
DWM
712
Defined Wealth Management
Oregon
$1.87M +$136K +2,596 +8%
Carson Wealth (CWM LLC)
713
Carson Wealth (CWM LLC)
Nebraska
$1.86M +$6.5K +124 +0.4%
BCM
714
Brookstone Capital Management
Illinois
$1.86M +$230K +4,384 +15%
CP
715
Camelot Portfolios
Ohio
$1.86M -$122K -2,336 -6%
EW
716
Evoke Wealth
California
$1.85M +$173K +3,300 +11%
RVPG
717
Relative Value Partners Group
$1.82M +$305K +5,812 +21%
IP
718
Intellectus Partners
California
$1.82M +$39.2K +748 +2%
TFCP
719
Twin Focus Capital Partners
Massachusetts
$1.8M
CL
720
Cabana LLC
Arkansas
$1.8M +$1.72M +32,724 New
FIA
721
Foundations Investment Advisors
Arizona
$1.8M +$1.21M +22,996 +238%
PG
722
Patten Group
Tennessee
$1.79M -$5.03K -96 -0.3%
KWM
723
Kingsview Wealth Management
Oregon
$1.79M +$185K +3,536 +12%
FANJ
724
Financial Architects (New Jersey)
New Jersey
$1.79M +$149K +2,840 +10%
V
725
VeraBank
Texas
$1.78M +$12K +228 +0.7%