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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
1201
Ferguson Wellman Capital Management
Oregon
$390K
Qube Research & Technologies (QRT)
1202
Qube Research & Technologies (QRT)
United Kingdom
$389K -$635K -12,108 -76%
CP
1203
Castleview Partners
Texas
$388K -$68.8K -1,312 -16%
TCPWM
1204
Traverso Chambers Private Wealth Management
California
$388K
CCFM
1205
Clear Creek Financial Management
Washington
$388K -$10.9K -208 -3%
LCM
1206
Logan Capital Management
Pennsylvania
$385K
DA
1207
Detalus Advisors
Missouri
$383K +$104K +1,984 +40%
IAA
1208
Independent Advisor Alliance
North Carolina
$383K +$365K +6,956 New
PWW
1209
Pettyjohn Wood & White
Virginia
$379K +$10.7K +204 +3%
SWRP
1210
Summit Wealth & Retirement Planning
California
$379K +$361K +6,880 New
NB
1211
NBT Bank
New York
$377K +$57.7K +1,100 +19%
VWA
1212
VERITY Wealth Advisors
United States
$377K -$96.3K -1,836 -21%
JCM
1213
Jacobi Capital Management
Pennsylvania
$376K -$31.9K -608 -8%
RWA
1214
Ropes Wealth Advisors
Massachusetts
$376K +$358K +6,832 New
TFF
1215
The Family Firm
Maryland
$375K +$1.26K +24 +0.4%
ECG
1216
EPIQ Capital Group
California
$368K +$1.47K +28 +0.4%
ACM
1217
Ategra Capital Management
Virginia
$367K
FFM
1218
Forum Financial Management
Illinois
$367K -$34K -648 -9%
WTFG
1219
Wells Trecaso Financial Group
Ohio
$367K
EPP
1220
ETF Portfolio Partners
Kansas
$366K +$67.9K +1,296 +24%
1WA
1221
180 Wealth Advisors
Washington
$366K -$27.3K -520 -7%
TVWM
1222
Tower View Wealth Management
Wisconsin
$364K -$6.08K -116 -2%
GP
1223
Girard Partners
Pennsylvania
$364K -$5.87K -112 -2%
EA
1224
Ellsworth Advisors
Ohio
$364K +$629 +12 +0.2%
MC
1225
Mathes Company
New York
$363K +$345K +6,588 New