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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Tocqueville Asset Management
1601
Tocqueville Asset Management
New York
$232K +$243 +4 +0.1%
TWM
1602
Tradition Wealth Management
Minnesota
$232K +$22.4K +368 +11%
GWA
1603
Geometric Wealth Advisors
District of Columbia
$231K +$9.97K +164 +4%
OPCM
1604
Osborne Partners Capital Management
California
$231K +$18.2K +300 +9%
MAM
1605
McLean Asset Management
Virginia
$231K +$7.29K +120 +3%
TBNY
1606
Trustco Bank (New York)
New York
$231K -$243 -4 -0.1%
RWA
1607
Roberts Wealth Advisors
California
$231K – – –
PAG
1608
Powers Advisory Group
Illinois
$231K +$232K +3,812 New
AGWCA
1609
Annis Gardner Whiting Capital Advisors
Florida
$230K – – –
CWM
1610
Cedar Wealth Management
California
$229K -$13.4K -220 -5%
OWA
1611
One Wealth Advisors
California
$226K – – –
MWA
1612
MFA Wealth Advisors
Pennsylvania
$226K – – –
CCA
1613
Cobblestone Capital Advisors
New York
$225K – – –
FFP
1614
FourThought Financial Partners
Florida
$223K – – –
SAM
1615
SignalPoint Asset Management
Missouri
$222K -$14.3K -236 -6%
Barclays
1616
Barclays
United Kingdom
$222K – – –
SGI
1617
Summit Global Investments
Utah
$222K +$223K +3,668 New
LF
1618
Lee Financial
Texas
$222K +$223K +3,664 New
Bank of Nova Scotia
1619
Bank of Nova Scotia
Ontario, Canada
$220K – – –
SFM
1620
Signet Financial Management
New Jersey
$218K -$170K -2,804 -44%
TWM
1621
Thrive Wealth Management
Pennsylvania
$218K – – –
TH
1622
Team Hewins
California
$218K +$218K +3,588 New
EP
1623
Edgestream Partners
New Jersey
$217K +$218K +3,592 New
ONSWM
1624
Old North State Wealth Management
North Carolina
$217K – – –
RVPG
1625
Relative Value Partners Group
$216K -$1.37M -22,564 -86%