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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1426
Lodestone Wealth Management
Washington
$215K -$61K -1,112 -21%
SM
1427
Sensible Money
Arizona
$214K +$5.26K +96 +2%
MCM
1428
Mendel Capital Management
Arkansas
$213K
GSB
1429
Greenfield Savings Bank
Massachusetts
$213K
GCMG
1430
Gyroscope Capital Management Group
Florida
$213K
BMD
1431
Better Money Decisions
New Mexico
$213K -$87.5K -1,596 -28%
GWA
1432
GGM Wealth Advisors
Maryland
$212K +$224K +4,080 New
CCA
1433
Cobblestone Capital Advisors
New York
$212K +$19.1K +348 +9%
PIM
1434
Penobscot Investment Management
Massachusetts
$211K
CPC
1435
Consolidated Planning Corp
Georgia
$211K -$390K -7,108 -64%
GC
1436
Garde Capital
Washington
$210K -$2.41K -44 -1%
TWM
1437
Tolleson Wealth Management
Texas
$209K -$35.1K -640 -14%
SC
1438
Searle & Co
Connecticut
$208K
VNB
1439
Virginia National Bank
Virginia
$208K -$589K -10,740 -73%
GKWIM
1440
Gerber Kawasaki Wealth & Investment Management
California
$208K -$16.9K -308 -7%
JWA
1441
JFS Wealth Advisors
Pennsylvania
$207K +$94.8K +1,728 +77%
TBNY
1442
Trustco Bank (New York)
New York
$207K -$28.7K -524 -12%
PBO
1443
Peoples Bank (Ohio)
Ohio
$207K +$218K +3,980 New
SFP
1444
Strategic Financial Planning
Texas
$203K
LCM
1445
Lazari Capital Management
California
$203K +$7.9K +144 +4%
ERWM
1446
Elk River Wealth Management
Colorado
$202K -$1.54K -28 -0.7%
CPG
1447
Cornerstone Planning Group
New Jersey
$202K -$61.6K -1,124 -22%
LFA
1448
Legacy Financial Advisors
Kentucky
$202K -$877 -16 -0.4%
CFAM
1449
Coury Firm Asset Management
Pennsylvania
$202K +$877 +16 +0.4%
JCM
1450
Janney Capital Management
Pennsylvania
$201K