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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
726
Waldron Private Wealth
Pennsylvania
$754K +$707K +14,604 New
BCM
727
Brookstone Capital Management
Illinois
$747K +$22.9K +472 +3%
DWMG
728
DB Wealth Management Group
California
$739K +$692K +14,300 New
GG
729
Gofen & Glossberg
Illinois
$729K +$25.2K +520 +4%
WFA
730
Wellspring Financial Advisors
Ohio
$723K -$34.5K -712 -5%
WA
731
Wealth Architects
California
$719K -$9.3K -192 -1%
IWA
732
Inspirion Wealth Advisors
Illinois
$718K +$89.3K +1,844 +15%
SC
733
Scotia Capital
Ontario, Canada
$718K +$189K +3,904 +39%
BTW
734
Boston Trust Walden
Massachusetts
$717K +$67.8K +1,400 +11%
EWM
735
Empirical Wealth Management
Washington
$710K +$665K +13,740 New
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$708K -$50.2K -1,036 -7%
ACM
737
AlphaStar Capital Management
North Carolina
$708K -$43.2K -892 -6%
SW
738
SkyOak Wealth
Michigan
$707K -$1.94K -40 -0.3%
MCM
739
Mitchell Capital Management
Kansas
$707K
EFG
740
Everhart Financial Group
Ohio
$701K +$657K +13,568 New
MA
741
MJP Associates
Connecticut
$700K +$656K +13,540 New
EFSCE
742
Enterprise Financial Services Corp (EFSC)
Missouri
$696K -$139K -2,872 -18%
SAS
743
Stelac Advisory Services
New York
$695K +$651K +13,448 New
FDCDDQ
744
Federation des caisses Desjardins du Quebec
Quebec, Canada
$694K +$9.68K +200 +2%
HWA
745
Heritage Wealth Advisors
Virginia
$692K +$1.36K +28 +0.2%
WF
746
Welch & Forbes
Massachusetts
$692K +$15.7K +324 +2%
KWM
747
Kingsview Wealth Management
Oregon
$692K +$269K +5,564 +71%
Deutsche Bank
748
Deutsche Bank
Germany
$691K
SAS
749
Sanford Advisory Services
Michigan
$690K +$647K +13,356 New
TCA
750
Transcend Capital Advisors
New Jersey
$689K