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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
951
Fisher Asset Management
Washington
$1.24M +$375K +6,348 +47%
VFA
952
Valeo Financial Advisors
Indiana
$1.23M +$143K +2,416 +13%
PT
953
Plimoth Trust
Massachusetts
$1.22M +$187K +3,160 +19%
TAM
954
Titleist Asset Management
Texas
$1.22M +$238K +4,028 +26%
MCM
955
MidAtlantic Capital Management
Virginia
$1.21M -$27.4K -464 -2%
AL
956
ACAS LLC
California
$1.21M -$70.4K -1,192 -6%
HPC
957
HM Payson & Co
Maine
$1.21M -$27.7K -468 -2%
CAL
958
Capital Analysts LLC
Pennsylvania
$1.21M +$302K +5,116 +36%
CC
959
Courier Capital
New York
$1.21M +$93.8K +1,588 +9%
CGL
960
Clarius Group LLC
Washington
$1.2M -$2.79M -47,136 -71%
RWRC
961
R.W. Roge & Company
New York
$1.2M -$10.4K -176 -0.9%
SFS
962
Summit Financial Strategies
Ohio
$1.2M +$94.8K +1,604 +9%
ECM
963
Evergreen Capital Management
Washington
$1.2M
ECM
964
EagleClaw Capital Management
Massachusetts
$1.19M
MSS
965
Mitchell Sinkler & Starr
Pennsylvania
$1.19M -$985K -16,664 -47%
TW
966
Trajan Wealth
Arizona
$1.18M +$1.12M +18,940 New
IIC
967
Ironwood Investment Counsel
Arizona
$1.18M +$40.7K +688 +4%
OFP
968
OLIO Financial Planning
Virginia
$1.18M
NF
969
Nvest Financial
New Hampshire
$1.18M +$14.2K +240 +1%
FIA
970
Foundations Investment Advisors
Arizona
$1.18M -$600K -10,156 -35%
SWA
971
Strategies Wealth Advisors
Michigan
$1.17M -$32.6K -552 -3%
BFA
972
Bluestem Financial Advisors
Illinois
$1.17M +$160K +2,712 +17%
MFG
973
Mosaic Financial Group
Illinois
$1.17M +$1.1M +18,680 New
RWM
974
Ritholtz Wealth Management
New York
$1.17M +$342K +5,784 +45%
NB
975
Nicolet Bankshares
Wisconsin
$1.17M -$111K -1,880 -9%