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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
AAF Wealth Management
Massachusetts
$2.53M -$42.8K -576 -2%
CFG
902
Cornerstone Financial Group
Nebraska
$2.52M +$7.37M +99,140 +315%
IP
903
Intellectus Partners
California
$2.51M +$5.05K +68 +0.2%
SP
904
Stablepoint Partners
Massachusetts
$2.51M +$287K +3,868 +12%
Blue Trust Inc
905
Blue Trust Inc
Georgia
$2.51M +$113K +1,524 +5%
PWA
906
Pitcairn Wealth Advisors
Pennsylvania
$2.5M -$2.19M -29,412 -46%
ACA
907
Affinity Capital Advisors
California
$2.49M +$204K +2,744 +9%
PTC
908
Private Trust Company
Ohio
$2.49M -$76.7K -1,032 -3%
Vanguard Personalized Indexing Management
909
Vanguard Personalized Indexing Management
California
$2.48M -$113K -1,516 -4%
TDWM
910
Topel & Distasi Wealth Management
California
$2.48M +$33.6K +452 +1%
PFSC
911
Peoples Financial Services Corp
Pennsylvania
$2.46M -$3.86K -52 -0.2%
U.S. Capital Wealth Advisors
912
U.S. Capital Wealth Advisors
Texas
$2.45M +$141K +1,900 +6%
FI
913
Financial Insights
Washington
$2.45M -$159K -2,140 -6%
LW
914
Linscomb Wealth
Texas
$2.45M -$67.2K -904 -3%
PWC
915
Pathfinder Wealth Consulting
North Carolina
$2.45M +$38.9K +524 +2%
MWA
916
Monograph Wealth Advisors
California
$2.45M +$39.2K +528 +2%
MHS
917
M Holdings Securities
Oregon
$2.43M +$6.93M +93,252 New
Laird Norton Wetherby Trust Company
918
Laird Norton Wetherby Trust Company
Washington
$2.42M -$259K -3,488 -9%
ESB
919
Essex Savings Bank
Connecticut
$2.42M -$138K -1,860 -5%
V
920
VeraBank
Texas
$2.41M -$15.2K -204 -0.6%
TCA
921
Transcend Capital Advisors
New Jersey
$2.41M +$5.05K +68 +0.2%
FWM
922
Fingerlakes Wealth Management
New York
$2.4M -$11.9K -160 -0.5%
Index Fund Advisors
923
Index Fund Advisors
California
$2.39M +$7.73K +104 +0.3%
SWM
924
Segment Wealth Management
Texas
$2.39M – – –
ACGA
925
Atlanta Consulting Group Advisors
Georgia
$2.39M +$604K +8,136 +32%