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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1726
Bell Investment Advisors
California
$109K -$2.67K -44 -2%
ZB
1727
Zions Bancorporation
Utah
$108K – – –
CTWM
1728
Cherry Tree Wealth Management
Minnesota
$107K -$9.97K -164 -9%
BIM
1729
Breakwater Investment Management
Washington
$104K – – –
GAMMA Investing
1730
GAMMA Investing
California
$102K – – –
GFPC
1731
Global Financial Private Client
Florida
$102K – – –
FRA
1732
Front Row Advisors
California
$102K +$13.4K +220 +15%
DF
1733
DecisionPoint Financial
Arizona
$102K – – –
TAM
1734
Tucker Asset Management
Colorado
$102K – – –
BC
1735
Broadwater Capital
Massachusetts
$100K – – –
DP
1736
Denver PWM
Colorado
$100K +$101K +1,660 New
FAM
1737
Family Asset Management
South Carolina
$100K +$101K +1,660 New
FPFS
1738
First Personal Financial Services
North Carolina
$100K – – –
PWM
1739
Partnership Wealth Management
Maryland
$99.1K – – –
HH
1740
HWG Holdings
Texas
$93.5K +$93.8K +1,544 New
FFA
1741
Frazier Financial Advisors
Ohio
$92.7K +$23.8K +392 +34%
LIA
1742
Lynx Investment Advisory
District of Columbia
$92K +$92.4K +1,520 New
PWM
1743
Provident Wealth Management
Tennessee
$91K +$486 +8 +0.5%
VC
1744
Vestor Capital
Illinois
$87K +$14.6K +240 +20%
LWANC
1745
Laurel Wealth Advisors (North Carolina)
North Carolina
$86.2K -$28.9K -476 -25%
Kayne Anderson Rudnick Investment Management
1746
Kayne Anderson Rudnick Investment Management
California
$84.7K +$29.2K +480 +52%
BLC
1747
Brown, Lisle/Cummings
Rhode Island
$82.8K – – –
CTA
1748
Colonial Trust Advisors
South Carolina
$79.2K – – –
MCA
1749
Maryland Capital Advisors
Maryland
$76.5K – – –
BHWM
1750
Beaird Harris Wealth Management
Texas
$76K – – –