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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
1376
Osborne Partners Capital Management
California
$217K – – –
CWM
1377
C2C Wealth Management
Arizona
$217K +$214K +3,648 New
WIM
1378
Warwick Investment Management
Texas
$217K +$214K +3,656 New
CYG
1379
Clean Yield Group
Vermont
$216K -$23.5K -400 -10%
Members Trust
1380
Members Trust
Florida
$216K – – –
CAN
1381
Claraphi Advisory Network
United States
$216K +$214K +3,640 New
Robertson Stephens Wealth Management
1382
Robertson Stephens Wealth Management
California
$215K -$14.3K -244 -6%
PA
1383
Probity Advisors
Texas
$215K – – –
JWM
1384
JGP Wealth Management
Oregon
$215K +$215K +3,664 New
CNFG
1385
Creegan & Nassoura Financial Group
New Hampshire
$214K – – –
JWBC
1386
J.W. Burns & Co
New York
$214K – – –
AW
1387
Apricus Wealth
South Carolina
$214K +$211K +3,600 New
PWM
1388
PRW Wealth Management
Massachusetts
$213K – – –
BWA
1389
Beam Wealth Advisors
Louisiana
$213K +$12K +204 +6%
HA
1390
HFG Advisors
Ohio
$213K +$24.6K +420 +13%
IFAM
1391
Institutional & Family Asset Management
Colorado
$212K -$222K -3,784 -51%
EBT
1392
Enterprise Bank & Trust
Massachusetts
$212K – – –
FLII
1393
First Long Island Investors
New York
$212K – – –
MIM
1394
Marco Investment Management
Georgia
$210K – – –
MAA
1395
Matrix Asset Advisors
New York
$210K – – –
NSIM
1396
North Star Investment Management
Illinois
$210K – – –
WIP
1397
WealthCare Investment Partners
Rhode Island
$210K +$209K +3,564 New
TWM
1398
Tradition Wealth Management
Minnesota
$208K -$8.45K -144 -4%
TT
1399
TI-Trust
Illinois
$208K -$5.63K -96 -3%
HFAS
1400
Hummer Financial Advisory Services
Illinois
$207K – – –