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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SN
1451
Sittner & Nelson
Oregon
$98K -$70.4K -1,200 -42%
STCOSD
1452
Sageworth Trust Company of South Dakota
South Dakota
$97K
BHWM
1453
Beaird Harris Wealth Management
Texas
$95K
TC
1454
Trust Company
Kansas
$95K
LWANC
1455
Laurel Wealth Advisors (North Carolina)
North Carolina
$92K
MAM
1456
McCarthy Asset Management
California
$91K
WT
1457
Washington Trust
Rhode Island
$90K
TFP
1458
Tilia Fiduciary Partners
North Carolina
$89K +$235 +4 +0.3%
AF
1459
Affiance Financial
Minnesota
$85K
AP
1460
Atwood & Palmer
Missouri
$84K
VNIM
1461
Vaughan Nelson Investment Management
Texas
$84K
T
1462
TCWP
Ohio
$84K +$83.1K +1,416 New
PWP
1463
Pursue Wealth Partners
California
$82.3K +$82.1K +1,400 New
GI
1464
Gradient Investments
Minnesota
$82K +$13.8K +236 +21%
BFC
1465
Bedel Financial Consulting
Indiana
$81K +$68.3K +1,164 +582%
ST
1466
Sageworth Trust
Pennsylvania
$80K
VC
1467
Vestor Capital
Illinois
$79K
FCMT
1468
Founders Capital Management (Texas)
Texas
$77K
HFA
1469
HC Financial Advisors
California
$75K
IFS
1470
Intelligent Financial Strategies
Minnesota
$74K
BL
1471
Balentine LLC
Georgia
$73K
RG
1472
Retirement Group
California
$73K
MCA
1473
Maryland Capital Advisors
Maryland
$71K
TF
1474
TimeScale Financial
Massachusetts
$66K +$235 +4 +0.4%
FA
1475
Financial Advantage
Maryland
$65K