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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
1676
YHB Investment Advisors
Connecticut
$317K -$6.79K -100 -2%
GFA
1677
Grunden Financial Advisory
Texas
$317K
SFS
1678
Sharp Financial Services
Pennsylvania
$314K -$2.72K -40 -0.8%
SW
1679
SkyOak Wealth
Michigan
$314K
PWP
1680
Private Wealth Partners
California
$314K +$323K +4,752 New
OFS
1681
Orrstown Financial Services
Pennsylvania
$313K -$285K -4,204 -47%
MPPLM
1682
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$312K
PP
1683
Prosperity Planning
Missouri
$312K -$5.16K -76 -2%
TAM
1684
Townsend Asset Management
North Carolina
$312K +$1.09K +16 +0.3%
AWAG
1685
ARS Wealth Advisors Group
Florida
$312K
GWS
1686
Glassman Wealth Services
Virginia
$311K -$4.62K -68 -1%
BWA
1687
Bordeaux Wealth Advisors
California
$311K -$123K -1,816 -28%
BSTWA
1688
Blake Schutter Theil Wealth Advisors
Ohio
$310K +$543 +8 +0.2%
EFG
1689
Elm3 Financial Group
Georgia
$310K +$319K +4,692 New
SFC
1690
Strategic Financial Concepts
Texas
$309K +$19.8K +292 +7%
CC
1691
Cadinha & Co
Hawaii
$307K +$3.26K +48 +1%
CCM
1692
Cambridge Capital Management
Illinois
$306K +$1.36K +20 +0.4%
WMWM
1693
Wilkins Miller Wealth Management
Alabama
$306K +$314K +4,628 New
GT
1694
Greenleaf Trust
Michigan
$306K -$7.6K -112 -2%
CSIC
1695
Clifford Swan Investment Counsel
California
$305K +$815 +12 +0.3%
MP
1696
Moment Partners
California
$305K +$313K +4,612 New
SFP
1697
Shepherd Financial Partners
Massachusetts
$304K +$313K +4,604 New
VC
1698
Vicus Capital
Pennsylvania
$303K +$6.79K +100 +2%
Members Trust
1699
Members Trust
Florida
$303K +$96.4K +1,420 +45%
CFG
1700
Cooper Financial Group
California
$303K +$272 +4 +0.1%