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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
1401
Cornerstone Advisors Asset Management
Pennsylvania
$231K +$220K +4,204 New
GT
1402
Greenleaf Trust
Michigan
$230K -$4.82K -92 -2%
PCM
1403
Presidio Capital Management
California
$229K
CFO
1404
Callan Family Office
Pennsylvania
$228K +$217K +4,144 New
SC
1405
Searle & Co
Connecticut
$228K
APG
1406
Abacus Planning Group
South Carolina
$228K
RWM
1407
Rezny Wealth Management
Florida
$227K +$216K +4,120 New
SHIM
1408
Stone House Investment Management
Pennsylvania
$227K +$30.8K +588 +17%
MCM
1409
Mendel Capital Management
Arkansas
$226K
GSB
1410
Greenfield Savings Bank
Massachusetts
$225K
GCMG
1411
Gyroscope Capital Management Group
Florida
$225K
FWP
1412
FAS Wealth Partners
Kansas
$225K +$6.71K +128 +3%
GC
1413
Garde Capital
Washington
$224K -$9.86K -188 -4%
PIM
1414
Penobscot Investment Management
Massachusetts
$223K
ZIM
1415
Zacks Investment Management
Illinois
$222K -$1.68K -32 -0.8%
NC
1416
NovaPoint Capital
Georgia
$222K -$2.52K -48 -1%
SM
1417
Sensible Money
Arizona
$221K
CAP
1418
Columbia Advisory Partners
Washington
$220K +$1.47K +28 +0.7%
LWM
1419
LJI Wealth Management
Indiana
$219K +$208K +3,972 New
SI
1420
Saxon Interests
Texas
$218K +$2.31K +44 +1%
RIL
1421
Rothschild Investment LLC
Illinois
$217K
TCM
1422
Telos Capital Management
California
$217K +$207K +3,940 New
Chevy Chase Trust
1423
Chevy Chase Trust
Maryland
$216K -$155K -2,960 -43%
ERWM
1424
Elk River Wealth Management
Colorado
$215K +$1.47K +28 +0.7%
SFP
1425
Strategic Financial Planning
Texas
$215K