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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
901
Intellectus Partners
California
$2.51M +$5.05K +68 +0.2%
SP
902
Stablepoint Partners
Massachusetts
$2.51M +$287K +3,868 +12%
BTI
903
Blue Trust Inc
Georgia
$2.51M +$113K +1,524 +5%
PWA
904
Pitcairn Wealth Advisors
Pennsylvania
$2.5M -$2.19M -29,412 -46%
ACA
905
Affinity Capital Advisors
California
$2.49M +$204K +2,744 +9%
PTC
906
Private Trust Company
Ohio
$2.49M -$76.7K -1,032 -3%
Vanguard Personalized Indexing Management
907
Vanguard Personalized Indexing Management
California
$2.48M -$113K -1,516 -4%
TDWM
908
Topel & Distasi Wealth Management
California
$2.48M +$33.6K +452 +1%
PFSC
909
Peoples Financial Services Corp
Pennsylvania
$2.46M -$3.86K -52 -0.2%
USCWA
910
U.S. Capital Wealth Advisors
Texas
$2.45M +$141K +1,900 +6%
FI
911
Financial Insights
Washington
$2.45M -$159K -2,140 -6%
LW
912
Linscomb Wealth
Texas
$2.45M -$67.2K -904 -3%
PWC
913
Pathfinder Wealth Consulting
North Carolina
$2.45M +$38.9K +524 +2%
MWA
914
Monograph Wealth Advisors
California
$2.45M +$39.2K +528 +2%
MHS
915
M Holdings Securities
Oregon
$2.43M +$6.93M +93,252 New
LNWTC
916
Laird Norton Wetherby Trust Company
Washington
$2.42M -$259K -3,488 -9%
ESB
917
Essex Savings Bank
Connecticut
$2.42M -$138K -1,860 -5%
V
918
VeraBank
Texas
$2.41M -$15.2K -204 -0.6%
TCA
919
Transcend Capital Advisors
New Jersey
$2.41M +$5.05K +68 +0.2%
FWM
920
Fingerlakes Wealth Management
New York
$2.4M -$11.9K -160 -0.5%
IFA
921
Index Fund Advisors
California
$2.39M +$7.73K +104 +0.3%
SWM
922
Segment Wealth Management
Texas
$2.39M
ACGA
923
Atlanta Consulting Group Advisors
Georgia
$2.39M +$604K +8,136 +32%
CCA
924
Clarity Capital Advisors
Florida
$2.39M +$3.86K +52 +0.2%
DWM
925
Defined Wealth Management
Oregon
$2.37M +$14K +188 +0.6%