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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1326
Accretive Wealth Partners
New Jersey
$243K
NB
1327
Nicolet Bankshares
Wisconsin
$242K
WPC
1328
Waters Parkerson & Co
Louisiana
$242K
GAG
1329
GM Advisory Group
New York
$242K +$238K +3,796 New
BMCM
1330
Bryn Mawr Capital Management
Pennsylvania
$241K
BFA
1331
Beaumont Financial Advisors
Massachusetts
$241K +$2.51K +40 +1%
LHWM
1332
Lake Hills Wealth Management
Texas
$241K +$237K +3,780 New
MWP
1333
Madison Wealth Partners
Wisconsin
$240K -$9.53K -152 -4%
PL
1334
Parthenon LLC
Kentucky
$239K
Wealthfront Advisers
1335
Wealthfront Advisers
California
$239K +$235K +3,744 New
PCM
1336
Pennsylvania Capital Management
Pennsylvania
$239K +$235K +3,748 New
CFA
1337
Capstone Financial Advisors
Illinois
$238K -$11.3K -180 -5%
CFAM
1338
Coury Firm Asset Management
Pennsylvania
$238K +$234K +3,736 New
CWM
1339
Cahaba Wealth Management
Georgia
$238K +$234K +3,740 New
RMCM
1340
Reynders McVeigh Capital Management
Massachusetts
$236K +$232K +3,708 New
PP
1341
Palladium Partners
Virginia
$235K
WP
1342
WealthShield Partners
North Carolina
$235K +$231K +3,692 New
TP
1343
Tranquility Partners
Tennessee
$234K +$251 +4 +0.1%
SIM
1344
Studio Investment Management
Illinois
$234K +$231K +3,680 New
OPCM
1345
Osborne Partners Capital Management
California
$232K -$23.8K -380 -9%
COF
1346
Capital One Financial
Virginia
$232K
TWM
1347
Tradition Wealth Management
Minnesota
$232K +$139K +2,224 +157%
PA
1348
Probity Advisors
Texas
$231K -$401K -6,404 -64%
Members Trust
1349
Members Trust
Florida
$231K -$185K -2,944 -45%
ML
1350
McAdam LLC
Pennsylvania
$230K -$1.25K -20 -0.6%