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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
326
Victory Capital Management
Texas
$7.66M
EFS
327
Essex Financial Services
Connecticut
$7.61M +$506K +8,080 +7%
AFS
328
Annapolis Financial Services
Maryland
$7.55M +$308K +4,912 +4%
JA
329
JVL Associates
Michigan
$7.53M +$279K +4,452 +4%
BDF
330
Black Diamond Financial
Maryland
$7.5M -$449K -7,164 -6%
Fiera Capital (Canada)
331
Fiera Capital (Canada)
Quebec, Canada
$7.39M -$407K -6,492 -5%
DAS
332
Dynamic Advisor Solutions
Arizona
$7.24M +$541K +8,624 +8%
BFS
333
Beacon Financial Strategies
North Carolina
$7.23M +$129K +2,052 +2%
LWAC
334
Laurel Wealth Advisors (California)
California
$7.23M +$6.21M +99,032 +686%
SF
335
Summit Financial
New Jersey
$7.23M +$1.69M +26,908 +31%
HPWM
336
Highland Private Wealth Management
Washington
$7.2M +$202K +3,220 +3%
BP
337
BBR Partners
New York
$7.18M -$91.3K -1,456 -1%
AMG
338
Asset Management Group
Connecticut
$7.07M +$286K +4,556 +4%
SHGA
339
Sand Hill Global Advisors
California
$7.04M
MA
340
Mutual Advisors
Nebraska
$7.01M +$1.69M +26,896 +32%
MFA
341
McClarren Financial Advisors
Pennsylvania
$6.97M -$266K -4,240 -4%
OCM
342
One Capital Management
California
$6.95M +$81.5K +1,300 +1%
NIM
343
Northeast Investment Management
Massachusetts
$6.92M +$190K +3,036 +3%
FB
344
First Bancorp
Maine
$6.91M +$149K +2,372 +2%
CAG
345
Crestwood Advisors Group
Massachusetts
$6.87M -$119K -1,904 -2%
VA
346
Valmark Advisers
Ohio
$6.83M -$554K -8,840 -8%
LIA
347
LBMC Investment Advisors
Tennessee
$6.79M -$8.97M -143,048 -57%
FMP
348
Financial Management Professionals
Texas
$6.77M +$55.9K +892 +0.8%
H
349
HoyleCohen
California
$6.72M +$530K +8,460 +9%
OIA
350
OneDigital Investment Advisors
Kansas
$6.7M -$193K -3,072 -3%