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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1226
Betterment LLC
New York
$337K +$337K +6,616 New
CFA
1227
CWS Financial Advisors
Michigan
$336K -$75K -1,472 -20%
SWPG
1228
Strategic Wealth Partners Group
Illinois
$336K +$66.4K +1,304 +25%
MWP
1229
Meridian Wealth Partners
Pennsylvania
$336K -$26.3K -516 -7%
TA
1230
TKG Advisors
Indiana
$335K +$335K +6,572 New
TCM
1231
Triumph Capital Management
Colorado
$333K +$29.3K +576 +10%
FFBTD
1232
First Financial Bank - Trust Division
Ohio
$330K -$815 -16 -0.2%
FNBT
1233
FineMark National Bank & Trust
Florida
$330K -$137K -2,688 -29%
GAB
1234
German American Bancorp
Indiana
$330K +$330K +6,472 New
HWA
1235
HHM Wealth Advisors
Tennessee
$329K +$176K +3,460 +115%
CW
1236
CIC Wealth
Maryland
$329K +$329K +6,452 New
LNWTC
1237
Laird Norton Wetherby Trust Company
Washington
$324K
MA
1238
Mangham Associates
Virginia
$324K +$1.63K +32 +0.5%
BTWM
1239
Baker Tilly Wealth Management
Wisconsin
$322K +$82.3K +1,616 +34%
PFT
1240
Providence First Trust
Arizona
$319K -$95.2K -1,868 -23%
WCWM
1241
Willow Creek Wealth Management
California
$319K
MWM
1242
Madison Wealth Management
Ohio
$318K +$4.28K +84 +1%
BC
1243
Burney Company
Virginia
$317K +$4.69K +92 +2%
FCIM
1244
Fairview Capital Investment Management
California
$316K -$10.2K -200 -3%
MC
1245
Moors & Cabot
Massachusetts
$315K +$2.85K +56 +0.9%
HWM
1246
Howard Wealth Management
Connecticut
$315K -$14.3K -280 -4%
OPA
1247
Old Port Advisors
Maine
$315K -$63.2K -1,240 -17%
BWL
1248
Bogart Wealth LLC
Virginia
$315K +$15.9K +312 +5%
AA
1249
Advisory Alpha
Michigan
$315K +$315K +6,176 New
AWA
1250
Acorn Wealth Advisors
Michigan
$314K -$101K -1,976 -24%