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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
876
Birch Hill Investment Advisors
Massachusetts
$801K
MWM
877
Mission Wealth Management
California
$797K +$59.6K +1,104 +7%
IA
878
IFG Advisors
Missouri
$793K +$52.1K +964 +6%
TSWM
879
Triangle Securities Wealth Management
North Carolina
$782K
First Manhattan
880
First Manhattan
New York
$781K -$183K -3,380 -18%
OFS
881
Oldfather Financial Services
Nebraska
$781K +$5.19K +96 +0.6%
MAM
882
Marotta Asset Management
Virginia
$781K -$2.59K -48 -0.3%
AIA
883
Acute Investment Advisory
Arizona
$780K -$1.7M -31,476 -67%
WTB
884
Washington Trust Bank
Washington
$780K +$7.78K +144 +0.9%
Vanguard Personalized Indexing Management
885
Vanguard Personalized Indexing Management
California
$778K -$432 -8 -0.1%
SOS
886
Silver Oak Securities
Tennessee
$776K -$1.09M -20,152 -57%
SF
887
Symphony Financial
Texas
$770K +$3.67K +68 +0.4%
SVCP
888
Silicon Valley Capital Partners
California
$767K +$1.3K +24 +0.2%
WCM
889
WealthBridge Capital Management
Ohio
$765K +$55.5K +1,028 +7%
SAS
890
Sanford Advisory Services
Michigan
$761K
TCOV
891
Trust Company of Vermont
Vermont
$753K +$13K +240 +2%
TC
892
Titleist Capital
Texas
$751K -$17.1K -316 -2%
IAG
893
Investmark Advisory Group
Connecticut
$750K
OA
894
Oxbow Advisors
Texas
$748K
OFP
895
OLIO Financial Planning
Virginia
$745K +$153K +2,836 +23%
RCAG
896
Rehmann Capital Advisory Group
Michigan
$743K +$58.4K +1,080 +8%
KTM
897
Keeler Thomas Management
Utah
$739K -$1.06M -19,536 -57%
MCM
898
Mitchell Capital Management
Kansas
$739K
WFA
899
Wipfli Financial Advisors
Wisconsin
$732K +$18.2K +336 +2%
AA
900
Aire Advisors
California
$731K -$21K -388 -3%