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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1226
Trueblood Wealth Management
Ohio
$975K +$16.4K +228 +2%
MWM
1227
Mascoma Wealth Management
New Hampshire
$972K +$7.47K +104 +0.8%
NAM
1228
NTV Asset Management
West Virginia
$969K
KLI
1229
Kelman-Lazarov Inc
Tennessee
$968K +$862 +12 +0.1%
Qube Research & Technologies (QRT)
1230
Qube Research & Technologies (QRT)
United Kingdom
$965K +$631K +8,788 +202%
TP
1231
Tranquility Partners
Tennessee
$963K +$71.5K +996 +8%
CCP
1232
Carmel Capital Partners
California
$956K
SEM
1233
Strategic Equity Management
Arizona
$956K
DCM
1234
Donaldson Capital Management
Indiana
$954K +$579K +8,056 +163%
SHFA
1235
SC&H Financial Advisors
Maryland
$954K -$2.01K -28 -0.2%
ORC
1236
O'Rourke & Company
Massachusetts
$953K +$20.7K +288 +2%
GIA
1237
Guyasuta Investment Advisors
Pennsylvania
$951K +$50.6K +704 +6%
CCWM
1238
Cassaday & Co Wealth Management
Virginia
$951K -$39.9K -556 -4%
AWM
1239
Apex Wealth Management
New Hampshire
$946K +$17.2K +240 +2%
SW
1240
SVB Wealth
Massachusetts
$944K -$335K -4,660 -27%
GFP
1241
Guardian Financial Partners
California
$944K +$3.73K +52 +0.4%
MWA
1242
Muirfield Wealth Advisors
North Carolina
$944K +$3.45K +48 +0.4%
KBFS
1243
Kohmann Bosshard Financial Services
Ohio
$943K -$1.02M -14,260 -53%
KL
1244
KWMG LLC
Kansas
$942K -$90.5K -1,260 -9%
OA
1245
Oxbow Advisors
Texas
$941K
GC
1246
Garde Capital
Washington
$941K +$1.15K +16 +0.1%
AF
1247
Atala Financial
California
$935K
SFG
1248
Sovereign Financial Group
Connecticut
$932K +$23.3K +324 +3%
CFMC
1249
Curbstone Financial Management Corp
New Hampshire
$931K
BCG
1250
Breakwater Capital Group
New Jersey
$929K -$173K -2,404 -16%