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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EP Wealth Advisors
California
$234K
SAM
402
Silvercrest Asset Management
New York
$233K +$230K +7,528 New
FNBOO
403
First National Bank of Omaha
Nebraska
$232K -$64.2K -2,100 -22%
ASN
404
Advisory Services Network
Georgia
$230K +$200K +6,552 +745%
GIM
405
Greystone Investment Management
Ohio
$229K +$226K +7,400 New
GHAM
406
Gilman Hill Asset Management
Connecticut
$227K
AWMS
407
Advocacy Wealth Management Services
Georgia
$224K -$156K -5,120 -41%
SC
408
SouthState Corp
Florida
$222K -$73.3K -2,400 -25%
PWW
409
Pettyjohn Wood & White
Virginia
$220K +$611 +20 +0.3%
VFS
410
VSR Financial Services
Kansas
$216K -$371K -12,128 -63%
CFA
411
Carroll Financial Associates
North Carolina
$214K +$611 +20 +0.3%
CC
412
Cadinha & Co
Hawaii
$210K
GWM
413
Greenwich Wealth Management
Connecticut
$208K +$206K +6,740 New
FC
414
Forte Capital
New York
$206K +$204K +6,672 New
TCOO
415
Trust Company of Oklahoma
Oklahoma
$204K
CL
416
Choreo LLC
Illinois
$203K
Koshinski Asset Management
417
Koshinski Asset Management
Illinois
$200K +$198K +6,476 New
CCA
418
Checchi Capital Advisers
California
$193K +$46.8K +1,532 +32%
IWMPD
419
Integrated Wealth Management (Palm Desert)
California
$161K +$159K +5,204 New
PWM
420
Perigon Wealth Management
California
$156K +$154K +5,048 New
CBT
421
Central Bank & Trust
Kentucky
$153K -$61.1K -2,000 -29%
CB
422
Community Bank
New York
$152K -$2.2K -72 -1%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$148K -$3.06K -100 -2%
VC
424
Vestor Capital
Illinois
$146K
IIC
425
Integrated Investment Consultants
Michigan
$136K