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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
826
Pallas Capital Advisors
Massachusetts
$1.11M -$14K -224 -1%
RWRC
827
R.W. Roge & Company
New York
$1.11M -$930K -14,836 -43%
CBN
828
Cadence Bank NA
Texas
$1.11M -$315K -5,020 -22%
PWA
829
Peterson Wealth Advisors
Utah
$1.11M -$49.1K -784 -4%
Millennium Management
830
Millennium Management
New York
$1.1M +$1.08M +17,256 New
CFG
831
Citizens Financial Group
Rhode Island
$1.1M +$168K +2,688 +18%
SF
832
SBK Financial
Virginia
$1.09M +$1.07M +17,108 New
FFMBT
833
First Farmers & Merchants Bank Trust
Tennessee
$1.09M +$1.07M +17,120 New
Vanguard Personalized Indexing Management
834
Vanguard Personalized Indexing Management
California
$1.09M +$80.7K +1,288 +8%
DFA
835
Delta Financial Advisors
Louisiana
$1.09M +$1.25K +20 +0.1%
SWM
836
Southern Wealth Management
Texas
$1.09M -$4.33M -69,136 -80%
AWM
837
Aspire Wealth Management
Massachusetts
$1.08M +$1.07M +17,028 New
WA
838
WBH Advisory
Maryland
$1.08M +$251 +4 +0%
BFA
839
Bluestem Financial Advisors
Illinois
$1.07M -$9.03K -144 -0.8%
TWC
840
TD Waterhouse Canada
Ontario, Canada
$1.06M +$982K +15,672 New
SIS
841
SVB Investment Services
Utah
$1.06M -$15K -240 -1%
TA
842
TFG Advisers
Michigan
$1.06M +$41.1K +656 +4%
RT
843
Rockland Trust
Massachusetts
$1.05M +$36.9K +588 +4%
ES
844
Eagle Strategies
New York
$1.04M +$1.03M +16,412 New
EFSCE
845
Enterprise Financial Services Corp (EFSC)
Missouri
$1.04M -$2.27M -36,212 -69%
BHIA
846
Birch Hill Investment Advisors
Massachusetts
$1.04M +$78.2K +1,248 +8%
ADL
847
Asset Dedication LLC
California
$1.04M +$31.3K +500 +3%
WA
848
Wealth Architects
California
$1.03M +$251 +4 +0%
GWM
849
Greenhouse Wealth Management
Connecticut
$1.03M -$22.1K -352 -2%
CCA
850
Conservest Capital Advisors
Pennsylvania
$1.02M -$57.2K -912 -5%