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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
901
Affiance Financial
Minnesota
$151K -$262K -6,096 -64%
EW
902
Element Wealth
Mississippi
$148K +$143K +3,332 New
APW
903
Acima Private Wealth
Virginia
$145K
EK
904
Evensky & Katz
Florida
$145K
JCM
905
Jacobi Capital Management
Pennsylvania
$140K +$4.64K +108 +4%
IFAM
906
Institutional & Family Asset Management
Colorado
$139K -$43.6K -1,016 -25%
KBFS
907
Kohmann Bosshard Financial Services
Ohio
$136K
Chevy Chase Trust
908
Chevy Chase Trust
Maryland
$135K +$130K +3,032 New
PC
909
Permanens Capital
New York
$132K +$687 +16 +0.5%
FM
910
Family Management
New York
$131K
SMFS
911
Squar Milner Financial Services
California
$130K -$95.3K -2,220 -43%
CFG
912
Citizens Financial Group
Rhode Island
$130K +$344 +8 +0.3%
GTAM
913
Global Trust Asset Management
Florida
$128K
LWM
914
Liberty Wealth Management
California
$128K +$33.3K +776 +37%
JFA
915
Johanson Financial Advisors
California
$120K +$115K +2,684 New
CHAM
916
Clear Harbor Asset Management
Connecticut
$119K +$115K +2,668 New
RWA
917
Ropes Wealth Advisors
Massachusetts
$116K -$1.01M -23,468 -90%
RG
918
Retirement Group
California
$116K +$112K +2,604 New
AF
919
Allworth Financial
California
$113K +$80.9K +1,884 +287%
WCAMG
920
Woodard & Company Asset Management Group
North Carolina
$111K +$107K +2,500 New
NG
921
NWK Group
California
$107K +$103K +2,392 New
BBHC
922
Brown Brothers Harriman & Co
New York
$106K -$875K -20,372 -90%
EWM
923
EPG Wealth Management
Georgia
$104K +$100K +2,340 New
DOA
924
D'Orazio & Associates
Virginia
$100K
IIA
925
ICW Investment Advisors
Arizona
$97K +$93.3K +2,172 New