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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
976
Evergreen Capital Management
Washington
$700K
PL
977
Plancorp LLC
Missouri
$696K
IMOV
978
Investment Management of Virginia
Virginia
$690K
LPIC
979
LeJeune Puetz Investment Counsel
Michigan
$689K +$20.4K +400 +3%
SWM
980
SeaCrest Wealth Management
New York
$688K +$33.4K +656 +5%
SIG
981
Stonegate Investment Group
Alabama
$687K +$18.1K +356 +3%
VFIC
982
Valley Forge Investment Consultants
Pennsylvania
$686K -$228K -4,484 -25%
ORC
983
O'Rourke & Company
Massachusetts
$682K +$407 +8 +0.1%
V
984
ViaWealth
Kansas
$675K +$660K +12,956 New
HGWM
985
Horst & Graben Wealth Management
Oregon
$675K +$15.7K +308 +2%
SWM
986
Spire Wealth Management
Virginia
$672K -$234K -4,592 -26%
CT
987
Clearstead Trust
Maine
$670K +$395K +7,756 +143%
OFG
988
Oxford Financial Group
Indiana
$667K -$24K -472 -3%
MBT
989
Montecito Bank & Trust
California
$664K -$11K -216 -2%
FFG
990
Fullen Financial Group
Ohio
$661K +$3.46K +68 +0.6%
NFP
991
NorthLanding Financial Partners
New York
$660K -$9.17K -180 -1%
IWA
992
Inspirion Wealth Advisors
Illinois
$657K
FAG
993
Fortitude Advisory Group
Washington
$656K +$23.6K +464 +4%
NCMW
994
Northern Capital Management (Washington)
Washington
$656K -$28.7K -564 -4%
CSPAM
995
Cary Street Partners Asset Management
Virginia
$655K +$204 +4 +0%
SHFA
996
SC&H Financial Advisors
Maryland
$651K
LNWWM
997
Laird Norton Wetherby Wealth Management
California
$649K +$97.6K +1,916 +18%
IF
998
Ironwood Financial
Arizona
$645K +$52.2K +1,024 +9%
Wealthfront Advisers
999
Wealthfront Advisers
California
$644K +$186K +3,644 +41%
AUB
1000
Atlantic Union Bankshares
Virginia
$643K -$349K -6,844 -35%