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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1376
Clark Capital Management Group
Pennsylvania
$218K +$215K +3,664 New
OPCM
1377
Osborne Partners Capital Management
California
$217K
CWM
1378
C2C Wealth Management
Arizona
$217K +$214K +3,648 New
WIM
1379
Warwick Investment Management
Texas
$217K +$214K +3,656 New
CYG
1380
Clean Yield Group
Vermont
$216K -$23.5K -400 -10%
Members Trust
1381
Members Trust
Florida
$216K
CAN
1382
Claraphi Advisory Network
United States
$216K +$214K +3,640 New
RSWM
1383
Robertson Stephens Wealth Management
California
$215K -$14.3K -244 -6%
PA
1384
Probity Advisors
Texas
$215K
JWM
1385
JGP Wealth Management
Oregon
$215K +$215K +3,664 New
CNFG
1386
Creegan & Nassoura Financial Group
New Hampshire
$214K
JWBC
1387
J.W. Burns & Co
New York
$214K
AW
1388
Apricus Wealth
South Carolina
$214K +$211K +3,600 New
PWM
1389
PRW Wealth Management
Massachusetts
$213K
BWA
1390
Beam Wealth Advisors
Louisiana
$213K +$12K +204 +6%
HA
1391
HFG Advisors
Ohio
$213K +$24.6K +420 +13%
IFAM
1392
Institutional & Family Asset Management
Colorado
$212K -$222K -3,784 -51%
EBT
1393
Enterprise Bank & Trust
Massachusetts
$212K
FLII
1394
First Long Island Investors
New York
$212K
MIM
1395
Marco Investment Management
Georgia
$210K
MAA
1396
Matrix Asset Advisors
New York
$210K
NSIM
1397
North Star Investment Management
Illinois
$210K
WIP
1398
WealthCare Investment Partners
Rhode Island
$210K +$209K +3,564 New
TWM
1399
Tradition Wealth Management
Minnesota
$208K -$8.45K -144 -4%
TT
1400
TI-Trust
Illinois
$208K -$5.63K -96 -3%