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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
776
Mayflower Financial Advisors
Massachusetts
$3.36M -$91.4K -1,256 -3%
BTWM
777
Baker Tilly Wealth Management
Wisconsin
$3.35M +$712K +9,784 +27%
Fifth Third Wealth Advisors
778
Fifth Third Wealth Advisors
Ohio
$3.35M +$543K +7,464 +19%
CSB
779
City State Bank
Iowa
$3.34M +$108K +1,480 +3%
MCF Advisors
780
MCF Advisors
Kentucky
$3.32M +$3.24M +44,572 +3,653%
MFG
781
Magnus Financial Group
New York
$3.32M +$14.5K +200 +0.4%
VBFP
782
Valtinson Bruner Financial Planning
Minnesota
$3.32M -$29.1K -400 -0.9%
OCM
783
Objective Capital Management
Ohio
$3.31M +$3.2K +44 +0.1%
HCP
784
Hexagon Capital Partners
Arkansas
$3.3M – – –
PTC
785
Philadelphia Trust Company
Pennsylvania
$3.29M -$1.45M -20,000 -31%
MCCP
786
Mission Creek Capital Partners
California
$3.29M +$1.14M +15,632 +53%
UMB Bank
787
UMB Bank
Missouri
$3.28M +$318K +4,368 +11%
Meridian Wealth Management
788
Meridian Wealth Management
Kentucky
$3.28M +$21.8K +300 +0.7%
FFW
789
Fusion Family Wealth
New York
$3.26M +$120K +1,648 +4%
SIM
790
Stratos Investment Management
Ohio
$3.25M -$1.85M -25,436 -36%
AWA
791
Arete Wealth Advisors
Illinois
$3.24M -$1.5M -20,556 -31%
EWA
792
Encompass Wealth Advisors
Oregon
$3.22M +$37.2K +512 +1%
HNWAG
793
High Net Worth Advisory Group
Florida
$3.21M +$219K +3,004 +7%
TFS
794
Thoroughbred Financial Services
Tennessee
$3.2M +$149K +2,044 +5%
PIAS
795
PCA Investment Advisory Services
Ohio
$3.2M +$205K +2,812 +7%
FPW
796
Flywheel Private Wealth
California
$3.19M -$7.27K -100 -0.2%
PIA
797
Perennial Investment Advisors
California
$3.19M +$17.7K +244 +0.6%
SC
798
Sepio Capital
Utah
$3.18M +$109K +1,500 +4%
RCIM
799
Red Cedar Investment Management
Michigan
$3.18M – – –
CAWM
800
Capital Advisors Wealth Management
Washington
$3.16M -$24.2K -332 -0.8%