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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
876
Lodestar Private Asset Management
California
$3.04M +$132K +1,699 +5%
HH
877
Hilltop Holdings
Texas
$3.04M -$202K -2,600 -6%
AMM
878
American Money Management
California
$3.03M -$127K -1,640 -4%
RWM
879
Ritholtz Wealth Management
New York
$3.03M -$2.26M -29,094 -44%
MAA
880
Matrix Asset Advisors
New York
$3.02M +$522K +6,736 +22%
ESB
881
Essex Savings Bank
Connecticut
$3.01M +$290K +3,738 +11%
TCG
882
Transcendent Capital Group
Oklahoma
$3.01M -$930 -12 -0%
GLLW
883
Graves Light Lenhart Wealth
Virginia
$3.01M +$1.16K +15 +0%
GJIA
884
Glass Jacobson Investment Advisors
Maryland
$3M -$3.72K -48 -0.1%
ACGA
885
Atlanta Consulting Group Advisors
Georgia
$3M +$304K +3,923 +12%
YWM
886
Yukon Wealth Management
Kansas
$2.99M +$1.75M +22,581 +155%
CCG
887
Chatham Capital Group
Georgia
$2.99M – – –
MPCL
888
My Personal CFO LLC
Washington
$2.99M -$379K -4,892 -12%
LSPW
889
Lake Street Private Wealth
Illinois
$2.97M – – –
2WWM
890
21 West Wealth Management
California
$2.97M +$5.5K +71 +0.2%
AFM
891
Abbot Financial Management
Massachusetts
$2.96M – – –
PWMA
892
Pension & Wealth Management Advisors
Massachusetts
$2.96M +$233 +3 +0%
SFCL
893
Strengthening Families & Communities LLC
Massachusetts
$2.96M +$6.67K +86 +0.2%
WFA
894
West Financial Advisors
Iowa
$2.96M -$90.2K -1,164 -3%
GIM
895
Goelzer Investment Management
Indiana
$2.95M -$310 -4 -0%
MWM
896
Mission Wealth Management
California
$2.94M +$1.28M +16,489 +83%
CWA
897
CM Wealth Advisors
Ohio
$2.93M – – –
WWA
898
WCG Wealth Advisors
Nevada
$2.93M +$2.82M +36,338 New
National Bank of Canada
899
National Bank of Canada
Quebec, Canada
$2.91M -$117K -1,507 -4%
BFA
900
Beaumont Financial Advisors
Massachusetts
$2.91M +$40.8K +526 +1%