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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
951
Choate Investment Advisors
Massachusetts
$2.21M -$125K -1,680 -5%
MAA
952
Matrix Asset Advisors
New York
$2.21M +$779K +10,488 +52%
DWS
953
Dynamic Wealth Strategies
California
$2.21M +$111K +1,500 +5%
HCM
954
Howland Capital Management
Massachusetts
$2.2M
SFPG
955
Stonebridge Financial Planning Group
Florida
$2.19M +$132K +1,776 +6%
Members Trust
956
Members Trust
Florida
$2.19M -$366K -4,932 -14%
PT
957
Plimoth Trust
Massachusetts
$2.17M -$2.08K -28 -0.1%
DSC
958
Duncker Streett & Co
Missouri
$2.17M -$736K -9,908 -25%
BA
959
Bridgewater Advisors
New York
$2.17M +$5.96M +80,224 +248%
WWA
960
Wisconsin Wealth Advisors
Wisconsin
$2.16M +$77K +1,036 +4%
SCP
961
Stevens Capital Partners
Nebraska
$2.16M +$365K +4,916 +20%
JWA
962
JFS Wealth Advisors
Pennsylvania
$2.16M +$20.8K +280 +0.9%
GSEP
963
Golden State Equity Partners
California
$2.15M +$1.62M +21,864 +273%
EFL
964
ERn Financial LLC
Wisconsin
$2.14M -$171K -2,296 -7%
AFS
965
AFG Fiduciary Services
Massachusetts
$2.13M +$7.73K +104 +0.4%
CC
966
Courier Capital
New York
$2.13M +$103K +1,380 +5%
HWM
967
Heirloom Wealth Management
Colorado
$2.12M +$1.69M +22,732 +336%
NP
968
NorthRock Partners
Minnesota
$2.11M +$5.67M +76,296 +185%
VFG
969
Victory Financial Group
Texas
$2.11M +$453K +6,100 +26%
BCG
970
Bravias Capital Group
New Jersey
$2.1M +$86.5K +1,164 +4%
PL
971
Plancorp LLC
Missouri
$2.1M -$892 -12 -0%
SCTC
972
Sanibel Captiva Trust Company
Florida
$2.09M +$425K +5,720 +24%
LS
973
Leelyn Smith
Illinois
$2.08M -$7.73K -104 -0.4%
GC
974
Gibson Capital
Pennsylvania
$2.07M
GLA
975
Great Lakes Advisors
Illinois
$2.07M +$26.4K +356 +1%