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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
226
KCM Investment Advisors
California
$3.16M +$604 +16 +0%
EWM
227
Evercore Wealth Management
New York
$3.16M -$380K -10,060 -11%
HSA
228
HBK Sorce Advisory
Pennsylvania
$3.16M +$91.8K +2,432 +3%
OC
229
Oppenheimer & Co
New York
$3.14M -$900K -23,852 -23%
PMG
230
ProVise Management Group
Florida
$3.13M +$41.5K +1,100 +1%
CPA
231
Clear Perspective Advisors
Illinois
$3.07M +$468K +12,388 +18%
WIA
232
Wealthstreet Investment Advisors
Texas
$3.06M +$2.98M +78,980 New
Principal Financial Group
233
Principal Financial Group
Iowa
$2.98M +$2.32M +61,592 +397%
BFS
234
Bradley Foster & Sargent
Connecticut
$2.97M +$848K +22,460 +41%
NL
235
NWAM LLC
Washington
$2.97M -$24.9K -660 -0.9%
EC
236
Estate Counselors
Wisconsin
$2.89M -$181K -4,800 -6%
CL
237
Cabana LLC
Arkansas
$2.88M +$2.87M +76,128 New
A
238
AdvicePeriod
California
$2.88M +$2.81M +74,352 New
SAM
239
Sawgrass Asset Management
Florida
$2.86M
RFM
240
Royal Fund Management
Florida
$2.82M +$14.5K +384 +0.5%
SC
241
SouthState Corp
Florida
$2.79M +$431K +11,424 +19%
BJL
242
Brighton Jones LLC
Washington
$2.76M +$237K +6,272 +10%
FA
243
FDx Advisors
Illinois
$2.75M -$21.7K -576 -0.8%
Janus Henderson Group
244
Janus Henderson Group
$2.72M -$1.22M -32,444 -32%
HAC
245
Harbor Advisory Corp
New Hampshire
$2.69M +$2.62M +69,508 New
EVM
246
Eaton Vance Management
Massachusetts
$2.67M
MAM
247
Marquette Asset Management
Minnesota
$2.67M -$4.98K -132 -0.2%
JFGLC
248
Johnson Financial Group LLC (Colorado)
Colorado
$2.65M
PA
249
Pinnacle Associates
New York
$2.65M +$131K +3,464 +5%
WB
250
WesBanco Bank
West Virginia
$2.62M -$101K -2,688 -4%