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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
1026
Ironwood Financial
Arizona
$243K -$62K -1,280 -21%
FAM
1027
Flaharty Asset Management
Florida
$243K
MC
1028
Mathes Company
New York
$242K
PP
1029
Prosperity Planning
Missouri
$242K +$226K +4,672 New
AW
1030
ACG Wealth
Georgia
$238K
CC
1031
Cadinha & Co
Hawaii
$238K
RFA
1032
Reilly Financial Advisors
California
$235K -$11.2K -232 -5%
BAM
1033
Barrett Asset Management
New York
$235K
GAM
1034
Grandview Asset Management
Pennsylvania
$232K +$217K +4,488 New
UAS
1035
United Asset Strategies
New York
$231K -$5.04K -104 -2%
TWM
1036
Titus Wealth Management
California
$230K -$14.7K -304 -6%
NCM
1037
Northwest Capital Management
Oregon
$230K +$215K +4,448 New
TCOO
1038
Trust Company of Oklahoma
Oklahoma
$230K +$215K +4,444 New
State Street
1039
State Street
Massachusetts
$228K -$13.9K -288 -6%
FBC
1040
Fairfield, Bush & Co
Connecticut
$228K +$214K +4,412 New
MPW
1041
Monterey Private Wealth
California
$228K +$214K +4,416 New
CAL
1042
Capital Advisors Ltd
Ohio
$225K
CL
1043
COWA LLC
Oklahoma
$225K +$211K +4,360 New
RMCM
1044
Reynders McVeigh Capital Management
Massachusetts
$224K -$14.9K -308 -7%
MAM
1045
McLean Asset Management
Virginia
$222K +$208K +4,304 New
FEG
1046
Financial Enhancement Group
Indiana
$221K -$6.58K -136 -3%
TCWA
1047
Ten Capital Wealth Advisors
Washington
$221K +$207K +4,268 New
HWA
1048
HHM Wealth Advisors
Tennessee
$220K
BCA
1049
Bay Colony Advisors
Massachusetts
$220K +$206K +4,248 New
FMII
1050
Farmers & Merchants Investments Inc
Nebraska
$219K +$14.5K +300 +8%