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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1676
Penobscot Wealth Management
Maine
$320K +$4.03K +60 +1%
GWM
1677
GK Wealth Management
Nevada
$320K +$41.6K +620 +14%
AA
1678
Argent Advisors
Louisiana
$320K -$10.7K -160 -3%
KPP
1679
Kings Path Partners
Texas
$320K +$268 +4 +0.1%
CBT
1680
Crews Bank & Trust
Florida
$320K -$4.03K -60 -1%
CT
1681
Clearstead Trust
Maine
$318K -$32.7K -488 -9%
FMTCOCP
1682
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$318K -$4.83K -72 -1%
HP
1683
HT Partners
Connecticut
$317K – – –
ACP
1684
Aviance Capital Partners
Florida
$316K +$328K +4,892 New
BCA
1685
Bay Capital Advisors
Virginia
$316K -$147K -2,184 -31%
CIA
1686
Cladis Investment Advisory
Montana
$316K – – –
CFG
1687
Cooper Financial Group
California
$315K +$18.8K +280 +6%
FFBTD
1688
First Financial Bank - Trust Division
Ohio
$315K -$537 -8 -0.2%
Clifford Swan Investment Counsel
1689
Clifford Swan Investment Counsel
California
$314K +$15.6K +232 +5%
GFA
1690
Grunden Financial Advisory
Texas
$310K – – –
YIA
1691
YHB Investment Advisors
Connecticut
$310K – – –
OPA
1692
Old Port Advisors
Maine
$310K -$15.8K -236 -5%
SFC
1693
SYM Financial Corp
Indiana
$309K -$25.5K -380 -7%
MGWA
1694
Monument Group Wealth Advisors
Massachusetts
$308K +$320K +4,768 New
Braun Stacey Associates
1695
Braun Stacey Associates
New York
$308K +$111K +1,648 +53%
SFS
1696
Sharp Financial Services
Pennsylvania
$308K – – –
PWP
1697
Private Wealth Partners
California
$307K – – –
IWMA
1698
Ironwood Wealth Management (Arizona)
Arizona
$307K +$19.9K +296 +7%
GWS
1699
Glassman Wealth Services
Virginia
$306K +$805 +12 +0.3%
PP
1700
Prosperity Planning
Missouri
$305K – – –