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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
301
Signet Financial Management
New Jersey
$969K -$111K -3,424 -10%
PAM
302
Peak Asset Management
Colorado
$955K -$172K -5,304 -15%
KC
303
Kingfisher Capital
North Carolina
$944K +$929K +28,688 New
SCG
304
Sonata Capital Group
Washington
$942K +$115K +3,540 +14%
CB
305
Commerce Bank
Missouri
$939K +$3.88K +120 +0.4%
Millennium Management
306
Millennium Management
New York
$926K +$911K +28,128 New
BSB
307
Bangor Savings Bank
Maine
$920K -$9.06K -280 -1%
FTIOP
308
Fiduciary Trust International of Pennsylvania
Pennsylvania
$902K
MWM
309
Mascoma Wealth Management
New Hampshire
$898K +$883K +27,280 New
BWM
310
BigSur Wealth Management
Florida
$873K +$859K +26,540 New
WFWM
311
Wechter Feldman Wealth Management
New Jersey
$868K +$853K +26,364 New
SF
312
Synovus Financial
Georgia
$867K +$3.63K +112 +0.4%
RWA
313
Ropes Wealth Advisors
Massachusetts
$858K +$84.2K +2,600 +11%
FMBTD
314
First Midwest Bank Trust Division
Illinois
$857K
CCP
315
Clarkston Capital Partners
Michigan
$854K +$33.7K +1,040 +4%
AA
316
Ancora Advisors
Ohio
$838K +$180K +5,560 +28%
GP
317
Girard Partners
Pennsylvania
$837K +$619K +19,108 +302%
CIAS
318
Capital Investment Advisory Services
North Carolina
$837K +$884K +27,316 New
UAS
319
United Asset Strategies
New York
$828K +$456K +14,092 +127%
RC
320
Roundview Capital
New Jersey
$820K +$280K +8,660 +53%
CC
321
Cognios Capital
Kansas
$814K +$18.1K +560 +2%
CG
322
Colony Group
Massachusetts
$810K +$797K +24,612 New
FNT
323
First National Trust
Pennsylvania
$809K -$25.8K -796 -3%
MWP
324
MYCIO Wealth Partners
Pennsylvania
$807K +$373K +11,520 +89%
PFA
325
Pure Financial Advisors
California
$799K -$101K -3,128 -11%