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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
351
B. Riley Wealth Advisors
Florida
$655K -$163K -5,036 -20%
SBIA
352
Sheaff Brock Investment Advisors
Indiana
$644K +$16.2K +500 +3%
CANC
353
Culbertson A N & Co
Virginia
$635K -$2.33K -72 -0.4%
SMC
354
Smith, Moore & Co
Missouri
$632K +$39.8K +1,228 +7%
CBU
355
CIBC Bank USA
Illinois
$609K -$22.5K -696 -4%
WPC
356
Waters Parkerson & Co
Louisiana
$607K -$169K -5,216 -22%
LW
357
Linscomb Wealth
Texas
$596K +$143K +4,424 +32%
CA
358
Commerzbank Aktiengesellschaft
Germany
$592K +$583K +18,000 New
SFA
359
Stewardship Financial Advisors
Georgia
$589K -$3.11K -96 -0.5%
FCB
360
First Command Bank
Texas
$577K +$568K +17,544 New
FCFS
361
First Command Financial Services
Texas
$577K +$568K +17,544 New
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$566K +$556K +17,188 New
HPC
363
HM Payson & Co
Maine
$560K +$550K +16,996 New
PTC
364
Private Trust Company
Ohio
$557K -$8.03K -248 -1%
WEC
365
Winslow Evans & Crocker
Massachusetts
$554K +$37.6K +1,160 +7%
ECM
366
EagleClaw Capital Management
Massachusetts
$537K
WS
367
Wedbush Securities
California
$537K +$10.7K +332 +2%
WPP
368
Whalerock Point Partners
Rhode Island
$536K +$25.9K +800 +5%
CL
369
CPWM LLC
Washington
$535K +$647 +20 +0.1%
BFO
370
Boston Family Office
Massachusetts
$525K -$2.59K -80 -0.5%
Franklin Resources
371
Franklin Resources
California
$518K -$30.2K -932 -6%
FUBT
372
First United Bank & Trust
Maryland
$518K +$510K +15,740 New
RWP
373
RWA Wealth Partners
Massachusetts
$511K +$503K +15,532 New
RWM
374
Ritholtz Wealth Management
New York
$509K +$501K +15,476 New
CIBC World Market
375
CIBC World Market
Ontario, Canada
$507K +$499K +15,408 New