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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
876
Boston Family Office
Massachusetts
$1.69M -$137K -2,180 -8%
KFA
877
Kelleher Financial Advisors
New York
$1.69M +$128K +2,040 +9%
ACA
878
Atlas Capital Advisors
Wyoming
$1.68M -$55K -876 -3%
DWT
879
Dorsey & Whitney Trust
South Dakota
$1.68M +$18.1K +288 +1%
CIA
880
Compass Ion Advisors
Pennsylvania
$1.68M +$39.9K +636 +3%
ECM
881
Evergreen Capital Management
Washington
$1.67M +$392K +6,248 +33%
SW
882
Simplicity Wealth
New Jersey
$1.66M -$93.3M -1,485,440 -98%
CAGAS
883
Capital Advisory Group Advisory Services
Minnesota
$1.66M +$44.2K +704 +3%
ADL
884
Asset Dedication LLC
California
$1.66M +$564K +8,980 +56%
FA
885
FF Advisors
California
$1.65M +$455K +7,252 +42%
NB
886
NBT Bank
New York
$1.65M -$28.1K -448 -2%
PI
887
PFG Investments
New York
$1.65M +$300K +4,772 +24%
GLA
888
Great Lakes Advisors
Illinois
$1.65M -$753 -12 -0%
MWA
889
Midland Wealth Advisors
Illinois
$1.64M
ACGA
890
Atlanta Consulting Group Advisors
Georgia
$1.64M -$800K -12,748 -34%
LWM
891
LongView Wealth Management
Georgia
$1.63M +$123K +1,964 +9%
SWM
892
Segment Wealth Management
Texas
$1.63M +$502 +8 +0%
PPP
893
Private Portfolio Partners
New Jersey
$1.61M +$1.53M +24,380 New
CP
894
Camelot Portfolios
Ohio
$1.6M -$347K -5,532 -19%
ATC
895
Adirondack Trust Company
New York
$1.59M +$9.54K +152 +0.6%
MCWS
896
McKinley Carter Wealth Services
West Virginia
$1.59M -$157K -2,508 -9%
LFA
897
Laraway Financial Advisors
Minnesota
$1.59M -$96.9K -1,544 -6%
CIA
898
Choate Investment Advisors
Massachusetts
$1.58M -$250K -3,988 -14%
BAM
899
BOS Asset Management
Illinois
$1.58M +$7.53K +120 +0.5%
AAMC
900
Asset Allocation & Management Company
Illinois
$1.57M -$384K -6,120 -20%