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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Trillium Asset Management
2451
Trillium Asset Management
Massachusetts
– -$232K -3,204 Closed
OFS
2452
Orrstown Financial Services
Pennsylvania
– -$228K -3,148 Closed
BIM
2453
Baldwin Investment Management
Pennsylvania
– -$225K -3,104 Closed
NF
2454
NavPoint Financial
Minnesota
– -$224K -3,084 Closed
Burney Company
2455
Burney Company
Virginia
– -$214K -2,948 Closed
Baker Avenue Asset Management
2456
Baker Avenue Asset Management
California
– -$209K -2,880 Closed
FCG
2457
Fielder Capital Group
Tennessee
– -$204K -2,808 Closed
MFS
2458
McNamara Financial Services
Massachusetts
– -$203K -2,800 Closed
6F
2459
626 Financial
Michigan
– -$202K -2,784 Closed
LWM
2460
Lionshead Wealth Management
New York
– -$202K -2,784 Closed
WWM
2461
Westwood Wealth Management
California
– -$202K -2,784 Closed
NCMW
2462
Northern Capital Management (Washington)
Washington
– -$201K -2,764 Closed
VR
2463
Valued Retirements
Texas
– -$200K -2,764 Closed
RLIM
2464
Red Lighthouse Investment Management
New York
– -$178K -2,452 Closed
CCG
2465
Ceeto Capital Group
Florida
– -$140K -1,924 Closed
GAFA
2466
Garton & Associates Financial Advisors
Kentucky
– -$139K -1,920 Closed
FC
2467
Family CFO
California
– -$136K -1,876 Closed
LWANC
2468
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$132K -1,824 Closed
EPG
2469
Estate Planners Group
Pennsylvania
– -$95.3K -1,312 Closed
JWM
2470
Jessup Wealth Management
Ohio
– -$90.3K -1,244 Closed
CAM
2471
Chesapeake Asset Management
New York
– -$80.1K -1,104 Closed
VWWMG
2472
Vermillion & White Wealth Management Group
Pennsylvania
– -$70.2K -968 Closed
CWP
2473
Concord Wealth Partners
Virginia
– -$53.8K -744 Closed
AWA
2474
American Wealth Advisors
Georgia
– -$48.8K -672 Closed
IIM
2475
IFC & Insurance Marketing
California
– -$36K -500 Closed