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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
851
Chatham Capital Group
Georgia
$2.61M
Members Trust
852
Members Trust
Florida
$2.6M +$1.89M +26,312 +290%
LNWWM
853
Laird Norton Wetherby Wealth Management
California
$2.59M
V
854
VeraBank
Texas
$2.58M -$71.8K -1,000 -3%
IP
855
Intellectus Partners
California
$2.57M +$1.44K +20 +0.1%
Polen Capital Management
856
Polen Capital Management
Florida
$2.55M +$2.5M +34,760 New
AF
857
Affiance Financial
Minnesota
$2.55M +$192K +2,676 +8%
KAM
858
Knightsbridge Asset Management
California
$2.54M +$2.12M +29,548 +580%
JAA
859
Joel Adams & Associates
North Carolina
$2.54M -$59.2K -824 -2%
AAM
860
Aureus Asset Management
Massachusetts
$2.54M +$10.3K +144 +0.4%
HWA
861
Heritage Wealth Advisors
Virginia
$2.53M +$71K +988 +3%
WFA
862
Wells Financial Advisors
Massachusetts
$2.53M -$26.7K -372 -1%
PG
863
Patten Group
Tennessee
$2.52M +$23.8K +332 +1%
CIA
864
Covington Investment Advisors
Pennsylvania
$2.51M +$164K +2,288 +7%
RW
865
REDW Wealth
New Mexico
$2.5M +$8.33K +116 +0.3%
SHGA
866
Sand Hill Global Advisors
California
$2.5M -$223K -3,100 -8%
IA
867
Integrity Alliance
Iowa
$2.49M -$1.45M -20,184 -37%
TDWM
868
Topel & Distasi Wealth Management
California
$2.47M -$54.9K -764 -2%
MWA
869
Monograph Wealth Advisors
California
$2.47M +$87.6K +1,220 +4%
FGA
870
Fortis Group Advisors
New Jersey
$2.46M +$33K +460 +1%
FWM
871
Fingerlakes Wealth Management
New York
$2.46M -$23.8K -332 -1%
OC
872
Optima Capital
Oregon
$2.46M +$1.09M +15,112 +82%
PCM
873
Pennsylvania Capital Management
Pennsylvania
$2.46M
DWM
874
Defined Wealth Management
Oregon
$2.45M -$16.9K -236 -0.7%
LPAM
875
Lodestar Private Asset Management
California
$2.44M +$70.1K +976 +3%