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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
926
Courier Capital
New York
$1.25M +$78.3K +1,288 +7%
PGA
927
Portland Global Advisors
Maine
$1.25M -$73.2K -1,204 -6%
PT
928
Plimoth Trust
Massachusetts
$1.25M +$64.4K +1,060 +5%
Tudor Investment Corp
929
Tudor Investment Corp
Connecticut
$1.24M +$1.24M +20,476 New
TMWM
930
Taylor & Morgan Wealth Management
Michigan
$1.24M -$10.2K -168 -0.8%
CFFP
931
Center for Financial Planning
Michigan
$1.23M
AR
932
Advisory Research
Illinois
$1.23M -$99.7K -1,640 -7%
TAM
933
Titleist Asset Management
Texas
$1.22M +$45.7K +752 +4%
RSVP
934
Ramsay Stattman Vela & Price
Colorado
$1.22M
PI
935
PFG Investments
New York
$1.22M -$702K -11,552 -36%
SWA
936
Sightline Wealth Advisors
Connecticut
$1.22M -$159K -2,620 -12%
HPC
937
HM Payson & Co
Maine
$1.21M +$38.4K +632 +3%
TPI
938
Trust Point Inc
Wisconsin
$1.21M
SWA
939
Strategies Wealth Advisors
Michigan
$1.21M +$75.6K +1,244 +7%
RCM
940
Rain Capital Management
Oregon
$1.2M +$329K +5,420 +38%
NF
941
Nvest Financial
New Hampshire
$1.2M +$56.2K +924 +5%
FM
942
Family Management
New York
$1.2M -$26.5K -436 -2%
CA
943
Crewe Advisors
Utah
$1.2M +$161K +2,648 +15%
AL
944
Aspiriant LLC
California
$1.18M -$77.3K -1,272 -6%
SWA
945
Strata Wealth Advisors
Texas
$1.18M +$164K +2,700 +16%
OFP
946
OLIO Financial Planning
Virginia
$1.18M
MSS
947
Mitchell Sinkler & Starr
Pennsylvania
$1.18M +$1.22K +20 +0.1%
AUB
948
Atlantic Union Bankshares
Virginia
$1.17M +$431K +7,092 +58%
RAS
949
RPS Advisory Solutions
Kentucky
$1.17M +$1.18M +19,360 New
MCM
950
MidAtlantic Capital Management
Virginia
$1.17M -$3.89K -64 -0.3%