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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBT
276
Dubuque Bank & Trust
Iowa
$187K -$7.54K -264 -4%
PTC
277
Private Trust Company
Ohio
$176K -$27.6K -968 -14%
CFS
278
Community Financial System
New York
$170K
MAS
279
Madden Advisory Services
Florida
$167K +$160K +5,620 New
AWM
280
Avior Wealth Management
Nebraska
$166K +$18.5K +648 +13%
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$129K
FHA
282
First Horizon Advisors
Tennessee
$127K -$17.1K -600 -12%
ST
283
Stifel Trust
Missouri
$126K
MCM
284
Manchester Capital Management
Vermont
$126K +$4K +140 +3%
PFSC
285
Peoples Financial Services Corp
Pennsylvania
$122K -$2.86K -100 -2%
1IC
286
1919 Investment Counsel
Maryland
$119K
RWM
287
Raffa Wealth Management
District of Columbia
$93K
FANJ
288
Financial Architects (New Jersey)
New Jersey
$79K +$76K +2,660 New
QAM
289
QCI Asset Management
New York
$62K +$8.57K +300 +17%
NSIM
290
North Star Investment Management
Illinois
$56K
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K +$44.3K +1,552 New
CFA
292
Carroll Financial Associates
North Carolina
$40K
VIA
293
Vantage Investment Advisors
Pennsylvania
$35K
KPCM
294
Kings Point Capital Management
New York
$26K +$24.8K +868 New
PSUF
295
People's United Financial
Connecticut
$24K -$22.8K -800 -50%
PMFA
296
Plante Moran Financial Advisors
Michigan
$24K
JFA
297
JNBA Financial Advisors
Minnesota
$22K
WEC
298
Winslow Evans & Crocker
Massachusetts
$21.4K
OC
299
Oakworth Capital
Alabama
$21K
BAM
300
Barrett Asset Management
New York
$18K