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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
926
Perennial Investment Advisors
California
$1.77M +$23.1K +344 +1%
SSB
927
Sandy Spring Bank
Maryland
$1.77M +$100K +1,492 +6%
PTC
928
Private Trust Company
Ohio
$1.77M -$193K -2,876 -10%
S
929
Sachetta
Massachusetts
$1.76M +$66.3K +988 +4%
FA
930
Fermata Advisors
California
$1.76M +$76.5K +1,140 +4%
KBFS
931
Kohmann Bosshard Financial Services
Ohio
$1.75M
HG
932
Harbor Group
New Hampshire
$1.75M -$234K -3,484 -11%
RCM
933
RMR Capital Management
California
$1.75M +$69.8K +1,040 +4%
SHGA
934
Sand Hill Global Advisors
California
$1.75M +$607K +9,040 +50%
Empower Advisory Group
935
Empower Advisory Group
Colorado
$1.73M -$22M -327,892 -92%
RCAG
936
Rehmann Capital Advisory Group
Michigan
$1.73M +$217K +3,240 +14%
LCC
937
Lincoln Capital Corp
Rhode Island
$1.72M +$26.8K +400 +2%
CIG
938
CHB Investment Group
Pennsylvania
$1.72M -$52.9K -788 -3%
GC
939
Grange Capital
Oregon
$1.72M +$22K +328 +1%
WJWM
940
Williams Jones Wealth Management
New York
$1.71M +$115K +1,712 +7%
OFP
941
OFC Financial Planning
New Jersey
$1.69M -$36.8K -548 -2%
FCB
942
First County Bank
Connecticut
$1.69M +$223K +3,328 +15%
RWM
943
Rockwood Wealth Management
Pennsylvania
$1.69M +$261K +3,888 +18%
WWC
944
Waypoint Wealth Counsel
Georgia
$1.67M +$190K +2,824 +12%
CC
945
Courier Capital
New York
$1.67M +$92.3K +1,376 +6%
KFA
946
Kelleher Financial Advisors
New York
$1.67M +$140K +2,080 +9%
Russell Investments Group
947
Russell Investments Group
United Kingdom
$1.66M +$1.26M +18,756 +269%
FCM
948
Fortis Capital Management
Washington
$1.65M +$15K +224 +0.9%
ACA
949
Atlas Capital Advisors
Wyoming
$1.65M
V
950
ViaWealth
Kansas
$1.65M -$34.1K -508 -2%