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Vanguard Morningstar Mid-Cap ETF

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