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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1701
Cardiff Park Advisors
California
$129K +$473 +8 +0.4%
MWP
1702
MYCIO Wealth Partners
Pennsylvania
$127K – – –
BNP Paribas Financial Markets
1703
BNP Paribas Financial Markets
France
$125K +$118K +2,000 New
RFS
1704
Richardson Financial Services
Massachusetts
$124K -$709 -12 -0.6%
MLA
1705
MB, Levis & Associates
Pennsylvania
$123K +$473 +8 +0.4%
EverSource Wealth Advisors
1706
EverSource Wealth Advisors
Alabama
$122K -$16.5K -280 -12%
LB
1707
Legacy Bridge
Iowa
$122K -$11.1K -188 -9%
IFS
1708
Intelligent Financial Strategies
Minnesota
$122K +$473 +8 +0.4%
CTWM
1709
Cherry Tree Wealth Management
Minnesota
$120K – – –
LWANC
1710
Laurel Wealth Advisors (North Carolina)
North Carolina
$119K – – –
CPA
1711
Clear Point Advisors
New York
$116K +$1.66K +28 +2%
BIA
1712
Bell Investment Advisors
California
$115K +$236 +4 +0.2%
Hills Bank & Trust
1713
Hills Bank & Trust
Iowa
$114K – – –
ZB
1714
Zions Bancorporation
Utah
$111K -$26.9K -456 -20%
Copeland Capital Management
1715
Copeland Capital Management
Pennsylvania
$109K -$135K -2,284 -57%
BIM
1716
Breakwater Investment Management
Washington
$107K +$102K +1,720 New
GAMMA Investing
1717
GAMMA Investing
California
$106K +$49.9K +844 +100%
GFPC
1718
Global Financial Private Client
Florida
$105K – – –
TAM
1719
Tucker Asset Management
Colorado
$105K +$1.42K +24 +1%
NJIM
1720
Nabity-Jensen Investment Management
Nebraska
$104K +$98.8K +1,672 New
BC
1721
Broadwater Capital
Massachusetts
$104K – – –
FPFS
1722
First Personal Financial Services
North Carolina
$103K -$36.9K -624 -27%
PWM
1723
Partnership Wealth Management
Maryland
$102K +$236 +4 +0.2%
DF
1724
DecisionPoint Financial
Arizona
$97.6K – – –
PWM
1725
Provident Wealth Management
Tennessee
$93.4K +$23.9K +404 +37%