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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
776
Baker Tilly Wealth Management
Wisconsin
$3.94M +$181K +2,335 +5%
SAM
777
Sawgrass Asset Management
Florida
$3.93M – – –
UB
778
UMB Bank
Missouri
$3.93M -$49.6K -640 -1%
AFG
779
Allegheny Financial Group
Pennsylvania
$3.89M +$377K +4,862 +11%
BWM
780
Boyd Wealth Management
California
$3.87M -$21.5K -277 -0.6%
SC
781
Sepio Capital
Utah
$3.86M +$85.9K +1,108 +2%
GAM
782
GEM Asset Management
Michigan
$3.85M +$7.44K +96 +0.2%
EWS
783
Evergreen Wealth Solutions
Pennsylvania
$3.84M +$1.71M +22,041 +94%
AF
784
Affiance Financial
Minnesota
$3.83M +$170K +2,189 +5%
BHWM
785
Bar Harbor Wealth Management
New Hampshire
$3.82M -$21.6K -278 -0.6%
WAM
786
WealthTrust Asset Management
Florida
$3.81M +$14.9K +192 +0.4%
LOWM
787
Laurel Oak Wealth Management
New Jersey
$3.8M +$82.7K +1,067 +2%
IPW
788
Intergy Private Wealth
Colorado
$3.79M +$424K +5,475 +13%
SYBT
789
Stock Yards Bank & Trust
Kentucky
$3.79M -$218K -2,816 -6%
GWMR
790
GC Wealth Management RIA
Massachusetts
$3.78M +$181K +2,339 +5%
SA
791
Sovran Advisors
California
$3.76M -$10.7M -138,078 -75%
GAM
792
Grandview Asset Management
Pennsylvania
$3.75M -$263K -3,393 -7%
MF
793
Midwestern Financial
Iowa
$3.74M +$456K +5,886 +15%
BOM
794
Bank of Marin
California
$3.74M – – –
GEA
795
Glen Eagle Advisors
New Jersey
$3.73M +$201K +2,593 +6%
TFS
796
Thoroughbred Financial Services
Tennessee
$3.72M +$83.2K +1,073 +2%
CNBOF
797
City National Bank of Florida
Florida
$3.71M +$3.57M +45,994 New
CAM
798
Columbia Asset Management
Michigan
$3.7M -$23K -297 -0.6%
BWM
799
BCGM Wealth Management
Indiana
$3.7M -$369K -4,757 -9%
WWA
800
Wingate Wealth Advisors
Massachusetts
$3.67M +$699K +9,012 +25%