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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
751
Dorsey & Whitney Trust
South Dakota
$1.45M -$184K -2,940 -11%
CSPIA
752
Cary Street Partners Investment Advisory
Virginia
$1.44M +$152K +2,420 +12%
SWM
753
Stockman Wealth Management
Montana
$1.43M +$1K +16 +0.1%
EWM
754
Empirical Wealth Management
Washington
$1.43M +$47.1K +752 +3%
Principal Financial Group
755
Principal Financial Group
Iowa
$1.41M
CAM
756
Chandler Asset Management
California
$1.41M
RCA
757
Ranch Capital Advisors
Florida
$1.41M +$48.4K +772 +4%
PWM
758
Perigon Wealth Management
California
$1.41M +$211K +3,372 +18%
AR
759
Advisory Research
Illinois
$1.4M
KM
760
Kalos Management
Georgia
$1.4M +$89.3K +1,424 +7%
BTW
761
Boston Trust Walden
Massachusetts
$1.39M +$12.5K +200 +0.9%
PBF
762
Petix & Botte Financial
California
$1.39M -$1.84M -29,344 -57%
VIM
763
Vista Investment Management
Pennsylvania
$1.39M
JCM
764
J2 Capital Management
Michigan
$1.38M +$1.36M +21,644 New
WIA
765
World Investment Advisors
California
$1.36M +$22.1K +352 +2%
SCA
766
Stillwater Capital Advisors
Pennsylvania
$1.35M
HWA
767
Heritage Wealth Advisors
Virginia
$1.33M +$251 +4 +0%
WI
768
Wintrust Investments
Illinois
$1.33M +$350K +5,588 +36%
CPO
769
Cerity Partners OCIO
New York
$1.33M -$42.4K -676 -3%
VBFP
770
Valtinson Bruner Financial Planning
Minnesota
$1.33M -$17.3K -276 -1%
CAM
771
Covenant Asset Management
New Jersey
$1.33M -$15.3K -244 -1%
MPW
772
Melone Private Wealth
Michigan
$1.33M +$1.31M +20,828 New
BFO
773
Biltmore Family Office
North Carolina
$1.32M +$38.1K +608 +3%
Vanguard Group
774
Vanguard Group
Pennsylvania
$1.32M -$5.68M -90,648 -81%
BA
775
Bridgewater Advisors
New York
$1.31M