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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
1801
Legacy Bridge
Iowa
$251K +$130K +1,940 +100%
PCMF
1802
Private Capital Management (Florida)
Florida
$251K +$260K +3,876 New
GCA
1803
Greenwood Capital Associates
South Carolina
$250K +$260K +3,868 New
GWA
1804
Gibson Wealth Advisors
Texas
$250K – – –
CA
1805
Calton & Associates
Florida
$249K +$259K +3,852 New
MWM
1806
Maridea Wealth Management
New York
$249K -$22.3K -332 -8%
NPF
1807
Norris Perne & French
Michigan
$249K – – –
Tocqueville Asset Management
1808
Tocqueville Asset Management
New York
$249K -$947K -14,116 -79%
SFC
1809
Strategic Financial Concepts
Texas
$249K -$56.6K -844 -18%
APA
1810
Astoria Portfolio Advisors
New York
$248K -$189K -2,812 -41%
EP
1811
Edgestream Partners
New Jersey
$247K +$257K +3,824 New
Loring Wolcott & Coolidge Fiduciary Advisors
1812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K – – –
TBC
1813
Ted Buchan & Co
California
$247K +$24.4K +364 +11%
RW
1814
Regimen Wealth
Georgia
$247K +$19.1K +284 +8%
TAM
1815
Townsend Asset Management
North Carolina
$246K -$61.2K -912 -19%
NC
1816
North Capital
Utah
$246K +$255K +3,800 New
BCA
1817
Ballentine Capital Advisors
South Carolina
$246K – – –
CWM
1818
CCG Wealth Management
California
$246K +$255K +3,800 New
TL
1819
Tradewinds LLC
North Carolina
$244K – – –
NPAN
1820
Northeast Planning Associates NH
New Hampshire
$244K -$1.61K -24 -0.6%
ASW
1821
Astoria Strategic Wealth
Texas
$243K +$8.32K +124 +3%
MCM
1822
Mendel Capital Management
Arkansas
$241K – – –
Brooklyn Investment Group
1823
Brooklyn Investment Group
New York
$241K +$116K +1,728 +86%
MAM
1824
McLean Asset Management
Virginia
$240K +$35.2K +524 +14%
GSB
1825
Greenfield Savings Bank
Massachusetts
$239K – – –