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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCC
726
Lincoln Capital Corp
Rhode Island
$1.59M -$1.5K -24 -0.1%
TFS
727
Thoroughbred Financial Services
Tennessee
$1.59M +$275K +4,384 +21%
CWM
728
Cornerstone Wealth Management
Missouri
$1.58M +$140K +2,240 +10%
DWP
729
Destiny Wealth Partners
Florida
$1.58M
SSWM
730
Sheets Smith Wealth Management
North Carolina
$1.58M +$18.3K +292 +1%
PLU
731
Performa Ltd (US)
South Carolina
$1.57M +$478K +7,620 +45%
HTC
732
Haverford Trust Company
Pennsylvania
$1.56M +$71K +1,132 +5%
PGA
733
Portland Global Advisors
Maine
$1.55M -$23.8K -380 -2%
CPWM
734
Cypress Point Wealth Management
Texas
$1.55M -$92.5K -1,476 -6%
ACA
735
Affinity Capital Advisors
California
$1.53M -$136K -2,164 -8%
ATC
736
Adirondack Trust Company
New York
$1.53M
AL
737
ACAS LLC
California
$1.52M -$82.2K -1,312 -5%
SLT
738
St Louis Trust
Missouri
$1.51M +$920K +14,672 +161%
SFG
739
Sovereign Financial Group
Connecticut
$1.51M +$1.03M +16,456 +225%
LSA
740
L & S Advisors
California
$1.5M
RF
741
Resolute Financial
Massachusetts
$1.49M +$1.47M +23,384 New
CDIA
742
Capital Directions Investment Advisors
Georgia
$1.49M +$856K +13,652 +141%
MWPCG
743
Measured Wealth Private Client Group
New Hampshire
$1.49M -$5.77K -92 -0.4%
BS
744
Boenning & Scattergood
Pennsylvania
$1.48M +$75.7K +1,208 +5%
GHAM
745
Gilman Hill Asset Management
Connecticut
$1.48M +$91.3K +1,456 +7%
LPT
746
Legacy Private Trust
Wisconsin
$1.47M +$260K +4,140 +22%
CFD
747
Creative Financial Designs
Indiana
$1.47M +$610K +9,724 +73%
LFA
748
Laraway Financial Advisors
Minnesota
$1.46M +$1.43M +22,880 New
HCMT
749
Highland Capital Management (Tennessee)
Tennessee
$1.46M +$16.3K +260 +1%
SNBOSCI
750
Security National Bank of Sioux City Iowa
Iowa
$1.45M +$275K +4,384 +24%