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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
926
Lighthouse Financial Advisors
Maryland
$408K
MCM
927
Mengis Capital Management
Oregon
$406K
GD
928
Grandfield & Dodd
New York
$400K +$2.17K +40 +0.6%
VFA
929
Valeo Financial Advisors
Indiana
$396K -$868 -16 -0.2%
SIM
930
Stratos Investment Management
Ohio
$396K +$388K +7,152 New
SAM
931
Summit Asset Management
Tennessee
$395K
CAS
932
Cascadia Advisory Services
Oregon
$395K +$387K +7,136 New
BC
933
Burney Company
Virginia
$394K +$36.2K +668 +10%
LWM
934
Lyell Wealth Management
California
$393K
LCM
935
Logan Capital Management
Pennsylvania
$393K +$385K +7,096 New
TCPWM
936
Traverso Chambers Private Wealth Management
California
$390K -$41.9K -772 -10%
KM
937
Kalos Management
Georgia
$390K +$29.5K +544 +9%
SCA
938
Stokes Capital Advisors
South Carolina
$389K
LNWWM
939
Laird Norton Wetherby Wealth Management
California
$388K -$54.9K -1,012 -13%
HH
940
Hilltop Holdings
Texas
$386K -$890K -16,396 -70%
SFM
941
Signet Financial Management
New Jersey
$386K -$105K -1,928 -22%
AI
942
Accredited Investors
Minnesota
$386K +$30K +552 +9%
ADL
943
Asset Dedication LLC
California
$385K -$14.5K -268 -4%
NAM
944
NTV Asset Management
West Virginia
$385K
Lido Advisors
945
Lido Advisors
California
$384K +$10.2K +188 +3%
STA
946
Summit Trail Advisors
New York
$382K
NGA
947
Naples Global Advisors
Florida
$382K +$1.08K +20 +0.3%
1SB
948
1ST Source Bank
Indiana
$382K +$81.4K +1,500 +28%
MCM
949
McMillion Capital Management
North Carolina
$380K +$46.2K +852 +14%
RWM
950
Raffa Wealth Management
District of Columbia
$380K +$1.08K +20 +0.3%