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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
826
Watershed Private Wealth
Illinois
$1.99M -$72.6K -1,156 -4%
SWM
827
SeaCrest Wealth Management
New York
$1.98M +$36.4K +580 +2%
CJ
828
Caitlin John
Michigan
$1.97M +$180K +2,864 +11%
GC
829
Gibson Capital
Pennsylvania
$1.96M -$102K -1,632 -5%
LPAM
830
Lodestar Private Asset Management
California
$1.96M +$45.5K +724 +3%
CCG
831
Chatham Capital Group
Georgia
$1.95M +$138K +2,200 +8%
CST
832
Charles Schwab Trust
Nevada
$1.94M
BFA
833
Bragg Financial Advisors
North Carolina
$1.94M -$7.28K -116 -0.4%
JWA
834
JFS Wealth Advisors
Pennsylvania
$1.92M +$1.45M +23,156 +387%
CCG
835
Cypress Capital Group
Florida
$1.92M +$201K +3,200 +12%
EFA
836
Evernest Financial Advisors
Indiana
$1.91M +$855K +13,616 +89%
PD
837
Planning Directions
Pennsylvania
$1.91M +$27.4K +436 +2%
LS
838
Leelyn Smith
Illinois
$1.91M
GP
839
Greenline Partners
New York
$1.91M +$14.6K +232 +0.8%
CIG
840
CHB Investment Group
Pennsylvania
$1.9M +$1.81M +28,828 New
TCOV
841
Trust Company of Vermont
Vermont
$1.9M +$257K +4,088 +17%
JAG
842
Journey Advisory Group
Kentucky
$1.89M
BSB
843
Bangor Savings Bank
Maine
$1.89M -$83.6K -1,332 -4%
CIA
844
Covington Investment Advisors
Pennsylvania
$1.89M -$16.6K -264 -0.9%
AP
845
Adero Partners
California
$1.88M -$210K -3,340 -10%
NCMW
846
Northern Capital Management (Washington)
Washington
$1.88M +$115K +1,828 +7%
YWS
847
Yarger Wealth Strategies
Ohio
$1.87M +$22.4K +356 +1%
SP
848
Stablepoint Partners
Massachusetts
$1.87M +$17.3K +276 +1%
BFA
849
Beaumont Financial Advisors
Massachusetts
$1.85M +$222K +3,540 +14%
HG
850
Harbor Group
New Hampshire
$1.85M -$107K -1,712 -6%