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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFT
426
Providence First Trust
Arizona
$491K +$487K +13,784 New
IF
427
Ironwood Financial
Arizona
$490K
AMM
428
American Money Management
California
$489K -$32.8K -928 -6%
SSB
429
Sandy Spring Bank
Maryland
$485K
CIBC World Market
430
CIBC World Market
Ontario, Canada
$481K -$28.6K -808 -6%
PFM
431
Parsec Financial Management
North Carolina
$481K +$3.11K +88 +0.7%
HH
432
Hilltop Holdings
Texas
$480K
SWM
433
Segment Wealth Management
Texas
$480K
OC
434
Oakworth Capital
Alabama
$471K
AWM
435
AE Wealth Management
Kansas
$466K +$105K +2,960 +29%
KA
436
Klingman & Associates
New York
$462K +$67.1K +1,900 +17%
DIA
437
Dana Investment Advisors
Wisconsin
$461K +$457K +12,940 New
MMPW
438
Mitchell McLeod Pugh & Williams
Alabama
$459K
WI
439
Wintrust Investments
Illinois
$459K +$133K +3,768 +41%
FC
440
Ferris Capital
Massachusetts
$458K +$454K +12,848 New
TI
441
Truepoint Inc
Ohio
$456K +$219K +6,200 +97%
WA
442
Wealth Architects
California
$455K
BFG
443
Beacon Financial Group
Texas
$454K +$451K +12,772 New
LPIC
444
LeJeune Puetz Investment Counsel
Michigan
$453K
SEI Investments
445
SEI Investments
Pennsylvania
$452K +$309K +8,740 +222%
NCM
446
Narwhal Capital Management
Georgia
$451K +$152K +4,308 +52%
CPO
447
Cerity Partners OCIO
New York
$449K -$147K -4,152 -24%
PCTC
448
Perkins Coie Trust Company
Washington
$449K
MHS
449
M Holdings Securities
Oregon
$448K +$32.1K +908 +8%
SIC
450
Sigma Investment Counselors
Michigan
$446K +$14.7K +416 +3%