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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
726
Patten Group
Tennessee
$1.67M -$37.5K -736 -2%
SWA
727
Stratos Wealth Advisors
Ohio
$1.65M -$372K -7,296 -18%
EW
728
Evoke Wealth
California
$1.65M -$72.3K -1,420 -4%
PTC
729
Private Trust Company
Ohio
$1.64M +$12.6K +248 +0.8%
TFCP
730
Twin Focus Capital Partners
Massachusetts
$1.64M -$20.4K -400 -1%
WDG
731
Wealth Dimensions Group
Ohio
$1.64M +$1.09M +21,312 +197%
BSB
732
Bangor Savings Bank
Maine
$1.63M -$30K -588 -2%
BMCM
733
Bryn Mawr Capital Management
Pennsylvania
$1.62M +$1.62M +31,736 New
TA
734
Tiedemann Advisors
New York
$1.62M +$1.39M +27,204 +601%
MCWS
735
McKinley Carter Wealth Services
West Virginia
$1.61M -$198K -3,896 -11%
KBFS
736
Kohmann Bosshard Financial Services
Ohio
$1.6M +$749K +14,708 +88%
FNBSF
737
First National Bank Sioux Falls
South Dakota
$1.59M +$675K +13,256 +74%
SKK
738
Shepherd Kaplan Krochuk
Massachusetts
$1.58M +$8.76K +172 +0.6%
PAM
739
Peak Asset Management
Colorado
$1.58M +$83.9K +1,648 +6%
B
740
Bailard
California
$1.57M
HSA
741
HBK Sorce Advisory
Pennsylvania
$1.57M +$1.11M +21,832 +245%
IFPL
742
Investments & Financial Planning LLC
Kentucky
$1.56M +$1.56M +30,612 New
IFA
743
Interactive Financial Advisors
Illinois
$1.56M +$240K +4,712 +18%
PWMAG
744
Pinnacle Wealth Management Advisory Group
New Jersey
$1.56M -$432K -8,476 -22%
DWM
745
Defined Wealth Management
Oregon
$1.56M -$213K -4,172 -12%
PPP
746
Private Portfolio Partners
New Jersey
$1.56M -$37.1K -728 -2%
GLR
747
Great Lakes Retirement
Ohio
$1.55M +$1.55M +30,416 New
Allspring Global Investments
748
Allspring Global Investments
North Carolina
$1.54M -$67.4K -1,324 -4%
APWM
749
Argonautica Private Wealth Management
Massachusetts
$1.53M +$1.53M +29,948 New
CCG
750
Cypress Capital Group
Florida
$1.52M +$550K +10,788 +57%