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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UB
401
UMB Bank
Missouri
$527K
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$517K -$164K -4,540 -24%
CCG
403
Chatham Capital Group
Georgia
$517K -$14.4K -400 -3%
LW
404
Linscomb Wealth
Texas
$517K
BHIA
405
Birch Hill Investment Advisors
Massachusetts
$516K
TF
406
Tompkins Financial
New York
$515K
MWAC
407
Mariner Wealth Advisors (Cincinnati)
Ohio
$514K -$166K -4,596 -25%
BP
408
BBR Partners
New York
$509K
GG
409
Gofen & Glossberg
Illinois
$507K
PFT
410
Providence First Trust
Arizona
$507K
TCM
411
Tradewinds Capital Management
Washington
$506K -$44.7K -1,240 -8%
IF
412
Ironwood Financial
Arizona
$502K -$3.46K -96 -0.7%
DIA
413
Dana Investment Advisors
Wisconsin
$501K +$25.1K +696 +5%
SSB
414
Sandy Spring Bank
Maryland
$500K
CIBC World Market
415
CIBC World Market
Ontario, Canada
$499K +$3.17K +88 +0.7%
PFM
416
Parsec Financial Management
North Carolina
$496K
SWM
417
Segment Wealth Management
Texas
$495K
AF
418
Affiance Financial
Minnesota
$486K -$181K -5,012 -27%
BFG
419
Beacon Financial Group
Texas
$485K +$15.1K +420 +3%
BFO
420
Boston Family Office
Massachusetts
$482K -$86.6K -2,400 -15%
NFG
421
Next Financial Group
Texas
$480K -$240K -6,644 -34%
OC
422
Oakworth Capital
Alabama
$477K
AP
423
Atwood & Palmer
Missouri
$474K -$43.3K -1,200 -9%
MMPW
424
Mitchell McLeod Pugh & Williams
Alabama
$474K
WI
425
Wintrust Investments
Illinois
$473K -$289 -8 -0.1%