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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Cornerstone Wealth Management
Missouri
$750K +$79.5K +2,020 +11%
SFM
402
Signet Financial Management
New Jersey
$748K -$54.7K -1,388 -7%
SBIA
403
Sheaff Brock Investment Advisors
Indiana
$746K -$4.72K -120 -0.6%
AF
404
Advisornet Financial
Minnesota
$735K +$65.7K +1,668 +10%
PTC
405
Private Trust Company
Ohio
$735K +$102K +2,600 +16%
MWP
406
MYCIO Wealth Partners
Pennsylvania
$709K -$55.1K -1,400 -7%
FTC
407
Farmers Trust Company
Ohio
$705K -$16.5K -420 -2%
FCFS
408
First Command Financial Services
Texas
$703K -$4.41K -112 -0.6%
FCB
409
First Command Bank
Texas
$703K -$4.41K -112 -0.6%
MHS
410
M Holdings Securities
Oregon
$695K +$67.4K +1,712 +10%
First Manhattan
411
First Manhattan
New York
$695K +$461K +11,700 +185%
FNBOO
412
First National Bank of Omaha
Nebraska
$692K +$4.88K +124 +0.7%
WS
413
Wedbush Securities
California
$691K +$66.8K +1,696 +10%
SFA
414
Stewardship Financial Advisors
Georgia
$689K
WP
415
WealthShield Partners
North Carolina
$677K -$191K -4,840 -22%
LRIA
416
Leonard Rickey Investment Advisors
Washington
$677K -$102K -2,600 -13%
RMAM
417
Raab & Moskowitz Asset Management
New Jersey
$659K
HPC
418
HM Payson & Co
Maine
$642K -$58.7K -1,492 -8%
FWCM
419
Ferguson Wellman Capital Management
Oregon
$640K
CL
420
Choreo LLC
Illinois
$633K -$52.3K -1,328 -7%
CAS
421
Cue Advisory Services
Arizona
$631K -$318K -8,084 -33%
RBC
422
Roble Belko & Company
Pennsylvania
$628K +$641K +16,284 New
OIA
423
OneDigital Investment Advisors
Kansas
$626K +$25.7K +652 +4%
WJA
424
Williams Jones & Associates
New York
$625K +$324K +8,220 +103%
LFAS
425
Level Four Advisory Services
Texas
$621K +$106K +2,684 +20%