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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
426
Choreo LLC
Illinois
$687K -$453 -12 -0.1%
RRC
427
Relaxing Retirement Coach
Massachusetts
$677K +$660K +17,476 New
AF
428
Advisornet Financial
Minnesota
$673K +$657K +17,392 New
SEI Investments
429
SEI Investments
Pennsylvania
$668K +$10.3K +272 +2%
RMAM
430
Raab & Moskowitz Asset Management
New Jersey
$661K -$5.59K -148 -0.9%
RWP
431
RWA Wealth Partners
Massachusetts
$659K -$17.1K -452 -3%
JG
432
Jefferies Group
New York
$643K +$627K +16,616 New
FWCM
433
Ferguson Wellman Capital Management
Oregon
$642K -$2.72K -72 -0.4%
PTC
434
Private Trust Company
Ohio
$637K -$58K -1,536 -9%
GIA
435
Guyasuta Investment Advisors
Pennsylvania
$637K +$76.3K +2,020 +14%
AWM
436
AE Wealth Management
Kansas
$636K +$231K +6,132 +59%
Jane Street
437
Jane Street
New York
$635K +$619K +16,400 New
MHS
438
M Holdings Securities
Oregon
$632K +$54.8K +1,452 +10%
DFIG
439
Dragon Financial & Investment Group
California
$632K +$616K +16,320 New
WS
440
Wedbush Securities
California
$628K +$6.04K +160 +1%
FHC
441
First Heartland Consultants
Missouri
$623K -$74.9K -1,984 -11%
TVWM
442
Tower View Wealth Management
Wisconsin
$616K +$600K +15,908 New
OIA
443
OneDigital Investment Advisors
Kansas
$603K +$11.5K +304 +2%
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$602K +$18.6K +492 +3%
OA
445
Oxbow Advisors
Texas
$588K
LPT
446
Legacy Private Trust
Wisconsin
$587K -$65.4K -1,732 -10%
CCT
447
Capital City Trust
Florida
$586K -$63.6K -1,684 -10%
DIA
448
Dana Investment Advisors
Wisconsin
$584K +$55.3K +1,464 +11%
SFG
449
StrategIQ Financial Group
Indiana
$579K -$42.6K -1,128 -7%
NFG
450
NewFocus Financial Group
Washington
$573K