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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
726
Private Ocean
California
$429K +$44.4K +1,020 +12%
BAS
727
Brown Advisory Securities
Maryland
$427K +$3.14K +72 +0.7%
DI
728
Diligent Investors
California
$422K
SFM
729
Signet Financial Management
New Jersey
$421K -$13.8K -316 -3%
TCOV
730
Trust Company of Vermont
Vermont
$418K
CC
731
Courier Capital
New York
$418K +$385K +8,836 New
TAM
732
Townsend Asset Management
North Carolina
$414K -$57.3K -1,316 -12%
MWA
733
Moser Wealth Advisors
Washington
$414K
AF
734
Allworth Financial
California
$413K +$2.96K +68 +0.7%
KLI
735
Kelman-Lazarov Inc
Tennessee
$411K
SFO
736
Stokes Family Office
Louisiana
$410K +$405K +9,292 New
PFWA
737
Paces Ferry Wealth Advisors
Georgia
$409K +$404K +9,280 New
OFG
738
Omega Financial Group
California
$404K +$1.22K +28 +0.3%
QCG
739
Quadrant Capital Group
Ohio
$403K +$29.3K +672 +8%
PT
740
Plimoth Trust
Massachusetts
$402K -$24.1K -552 -6%
MWM
741
Maltin Wealth Management
New Jersey
$401K +$120K +2,760 +43%
CIBC World Market
742
CIBC World Market
Ontario, Canada
$398K +$34K +780 +9%
MAS
743
Madden Advisory Services
Florida
$397K -$10.5K -240 -3%
BAM
744
Beaumont Asset Management
Texas
$397K
MWM
745
Meridian Wealth Management
Kentucky
$396K +$169K +3,868 +76%
OSAM
746
O'Shaughnessy Asset Management
Connecticut
$393K
OPA
747
Old Port Advisors
Maine
$391K +$5.75K +132 +2%
GSWM
748
Golden State Wealth Management
California
$390K -$132K -3,028 -25%
EAM
749
Evanson Asset Management
California
$387K +$3.66K +84 +1%
RPWA
750
Regent Peak Wealth Advisors
Georgia
$386K +$174 +4 +0%