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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
Accredited Wealth Management
Kentucky
$2.56M +$344K +5,120 +15%
Haverford Trust Company
777
Haverford Trust Company
Pennsylvania
$2.55M +$105K +1,568 +4%
GIM
778
Goelzer Investment Management
Indiana
$2.55M -$36.5K -544 -1%
JAA
779
Joel Adams & Associates
North Carolina
$2.55M -$73.6K -1,096 -3%
TCA
780
Transcend Capital Advisors
New Jersey
$2.55M -$79.5K -1,184 -3%
WB
781
West Bancorporation
Iowa
$2.54M +$471K +7,024 +22%
F.L. Putnam Investment Management
782
F.L. Putnam Investment Management
Massachusetts
$2.54M +$387K +5,760 +17%
MAC
783
Mason & Associates (California)
California
$2.53M +$165K +2,464 +7%
PAW
784
Plan A Wealth
Nebraska
$2.52M -$747K -11,136 -22%
LW
785
Linscomb Wealth
Texas
$2.52M +$17.4K +260 +0.7%
EA
786
Eclectic Associates
California
$2.52M +$25.5K +380 +1%
AFM
787
Abbot Financial Management
Massachusetts
$2.51M -$30.3K -452 -1%
CWA Asset Management Group
788
CWA Asset Management Group
Florida
$2.49M +$1.95M +29,016 +308%
RW
789
REDW Wealth
New Mexico
$2.48M -$92.6K -1,380 -3%
SF
790
SWP Financial
California
$2.48M -$70.9K -1,056 -3%
CCFM
791
Clear Creek Financial Management
Washington
$2.48M +$1.33M +19,788 +106%
HNWAG
792
High Net Worth Advisory Group
Florida
$2.48M +$26.6K +396 +1%
Fiduciary Trust
793
Fiduciary Trust
Massachusetts
$2.47M -$174K -2,592 -6%
FL
794
FreeGulliver LLC
Louisiana
$2.47M -$99.9K -1,488 -4%
Welch & Forbes
795
Welch & Forbes
Massachusetts
$2.47M -$16.4K -244 -0.6%
TCG
796
Transcendent Capital Group
Oklahoma
$2.45M +$74.1K +1,104 +3%
IP
797
Investment Partners
Ohio
$2.44M -$91.3K -1,360 -3%
MTIC
798
Missouri Trust & Investment Company
Missouri
$2.43M -$87K -1,296 -3%
BWM
799
Boyd Wealth Management
California
$2.42M +$236K +3,520 +10%
CM
800
Columbus Macro
Pennsylvania
$2.41M – – –