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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1051
Lyell Wealth Management
California
$522K – – –
LA
1052
Legacy Advisors
Pennsylvania
$521K -$689K -10,992 -57%
OPA
1053
Old Port Advisors
Maine
$521K -$13K -208 -2%
Plancorp LLC
1054
Plancorp LLC
Missouri
$520K – – –
PFT
1055
Providence First Trust
Arizona
$518K – – –
TFM
1056
TFC Financial Management
Massachusetts
$518K – – –
AG
1057
Ascent Group
Virginia
$518K +$566K +9,028 New
Accredited Investors
1058
Accredited Investors
Minnesota
$515K – – –
WA
1059
Wambolt & Associates
Colorado
$511K -$32.1K -512 -6%
Ferguson Wellman Capital Management
1060
Ferguson Wellman Capital Management
Oregon
$511K – – –
Level Four Advisory Services
1061
Level Four Advisory Services
Texas
$510K +$221K +3,524 +79%
Avidian Wealth Enterprises
1062
Avidian Wealth Enterprises
Texas
$509K +$500K +7,984 New
GW & Wade
1063
GW & Wade
Massachusetts
$507K +$20.3K +324 +4%
Laird Norton Wetherby Trust Company
1064
Laird Norton Wetherby Trust Company
Washington
$507K +$250K +3,988 +100%
Chevy Chase Trust
1065
Chevy Chase Trust
Maryland
$505K +$90.5K +1,444 +22%
AIP
1066
Almanack Investment Partners
Pennsylvania
$504K +$496K +7,912 New
D
1067
Dentgroup
Louisiana
$503K +$495K +7,900 New
SWA
1068
Strategies Wealth Advisors
Michigan
$501K +$493K +7,872 New
SCA
1069
Strategic Capital Advisers
Colorado
$501K – – –
PT
1070
Plimoth Trust
Massachusetts
$497K -$6.52K -104 -1%
MCM
1071
Magnolia Capital Management
New York
$497K – – –
NA
1072
Nottingham Advisors
New York
$496K +$58.9K +940 +14%
North Star Asset Management
1073
North Star Asset Management
Wisconsin
$489K -$37.6K -600 -7%
SNBOSD
1074
Security National Bank of So Dak
Iowa
$487K – – –
LBA
1075
Lowell Blake & Associates
Massachusetts
$487K +$2.51K +40 +0.5%