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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
426
Financial Enhancement Group
Indiana
$617K -$341K -8,668 -35%
LPT
427
Legacy Private Trust
Wisconsin
$616K +$32.1K +816 +5%
MBT
428
Montecito Bank & Trust
California
$614K +$188K +4,772 +43%
CF
429
Centaurus Financial
California
$605K -$916K -23,268 -60%
CCA
430
Clearwater Capital Advisors
Illinois
$605K +$37.2K +944 +6%
TVWM
431
Tower View Wealth Management
Wisconsin
$602K -$11.5K -292 -2%
CCG
432
Chatham Capital Group
Georgia
$598K +$52K +1,320 +9%
CIBC World Market
433
CIBC World Market
Ontario, Canada
$597K +$34.3K +872 +6%
TF
434
Tompkins Financial
New York
$593K +$49.9K +1,268 +9%
FHC
435
First Heartland Consultants
Missouri
$591K -$30.2K -768 -5%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$589K -$391K -9,924 -39%
OA
437
Oxbow Advisors
Texas
$586K
CCM
438
Cribstone Capital Management
Maine
$583K +$111K +2,820 +23%
DIA
439
Dana Investment Advisors
Wisconsin
$582K
CIA
440
Covington Investment Advisors
Pennsylvania
$578K +$34.5K +876 +6%
BFG
441
Beacon Financial Group
Texas
$572K +$37.3K +948 +7%
PFGIA
442
Patriot Financial Group Insurance Agency
Massachusetts
$571K +$5.99K +152 +1%
Renaissance Technologies
443
Renaissance Technologies
New York
$571K +$583K +14,800 New
Koshinski Asset Management
444
Koshinski Asset Management
Illinois
$569K -$207K -5,252 -26%
LPIC
445
LeJeune Puetz Investment Counsel
Michigan
$567K +$78.7K +2,000 +16%
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$566K +$23.6K +600 +4%
UB
447
UMB Bank
Missouri
$553K
LSAG
448
Lake Street Advisors Group
New Hampshire
$549K
BHIA
449
Birch Hill Investment Advisors
Massachusetts
$547K
SCM
450
Sterling Capital Management
North Carolina
$546K -$21.9K -556 -4%