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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
926
Birch Hill Investment Advisors
Massachusetts
$889K
BFA
927
Bluestem Financial Advisors
Illinois
$886K -$9.02K -172 -1%
RCM
928
Rain Capital Management
Oregon
$882K -$148K -2,816 -15%
SIG
929
Stonegate Investment Group
Alabama
$880K +$57K +1,088 +7%
SWM
930
SeaCrest Wealth Management
New York
$879K +$124K +2,372 +17%
CFG
931
Citizens Financial Group
Rhode Island
$877K -$8.81K -168 -1%
TSWM
932
Triangle Securities Wealth Management
North Carolina
$872K -$2.1K -40 -0.3%
Vanguard Personalized Indexing Management
933
Vanguard Personalized Indexing Management
California
$869K -$3.15K -60 -0.4%
GWM
934
Greenhouse Wealth Management
Connecticut
$864K -$1.68K -32 -0.2%
LFAS
935
Level Four Advisory Services
Texas
$859K +$50.7K +968 +7%
MG
936
MilWealth Group
Wisconsin
$857K -$13K -248 -2%
MAM
937
Marotta Asset Management
Virginia
$855K +$814K +15,528 New
TA
938
TFB Advisors
Kansas
$851K +$367K +6,996 +83%
LFS
939
Lutz Financial Services
Nebraska
$847K -$62.9K -1,200 -7%
OA
940
Oxbow Advisors
Texas
$837K
NF
941
Nvest Financial
New Hampshire
$835K -$8.6K -164 -1%
ETIA
942
Epic Trust Investment Advisors
Washington
$831K -$239K -4,556 -23%
PWA
943
Peterson Wealth Advisors
Utah
$830K -$39.4K -752 -5%
MCM
944
Mitchell Capital Management
Kansas
$826K
MA
945
MJP Associates
Connecticut
$819K +$629 +12 +0.1%
AO
946
Advisor OS
Illinois
$819K +$780K +14,880 New
TA
947
Trellis Advisors
Washington
$816K
SFG
948
StrategIQ Financial Group
Indiana
$816K +$419 +8 +0.1%
C
949
Certuity
Florida
$815K +$41.9K +800 +6%
VNB
950
Virginia National Bank
Virginia
$811K -$2.1K -40 -0.3%