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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C
1326
Certuity
Florida
$663K
EAM
1327
Empirical Asset Management
Massachusetts
$662K +$174K +2,600 +34%
GD
1328
Grandfield & Dodd
New York
$662K +$10.7K +160 +2%
LW
1329
Libra Wealth
California
$661K
LRPA
1330
L. Roy Papp & Associates
Arizona
$657K
SHIM
1331
Stone House Investment Management
Pennsylvania
$656K +$60.4K +900 +10%
JCM
1332
J2 Capital Management
Michigan
$651K +$48.3K +720 +8%
AF
1333
Alerus Financial
North Dakota
$649K -$33.8K -504 -5%
PIM
1334
Penobscot Investment Management
Massachusetts
$649K -$6.71K -100 -1%
CT
1335
Colonial Trust
South Carolina
$648K -$639K -9,528 -49%
QCM
1336
QRG Capital Management
Illinois
$647K -$121K -1,796 -15%
WG
1337
Welch Group
Alabama
$647K
KHCM
1338
Kirtland Hills Capital Management
Ohio
$643K +$53.7K +800 +8%
LDB
1339
Lee, Danner & Bass
Tennessee
$641K
FFG
1340
Fiduciary Financial Group
California
$641K +$370K +5,512 +106%
APP
1341
Avantax Planning Partners
Iowa
$640K +$6.98K +104 +1%
WB
1342
Webster Bank
Connecticut
$640K -$24.7K -368 -4%
DI
1343
Diligent Investors
California
$635K
HCMG
1344
Howard Capital Management Group
California
$634K
CQWA
1345
Chokshi & Queen Wealth Advisors
California
$634K
EBA
1346
Eagle Bay Advisors
New York
$632K
EWS
1347
Eagle Wealth Strategies
New Jersey
$627K +$2.95K +44 +0.5%
BWM
1348
Baron Wealth Management
Michigan
$626K +$805 +12 +0.1%
VIPI
1349
Vista Investment Partners II
Indiana
$625K +$176K +2,616 +37%
Qube Research & Technologies (QRT)
1350
Qube Research & Technologies (QRT)
United Kingdom
$624K -$7.36M -109,600 -92%