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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
426
Johnson Investment Counsel
Ohio
$680K +$162K +4,136 +32%
GBT
427
Grove Bank & Trust
Florida
$675K +$190K +4,840 +39%
RMAM
428
Raab & Moskowitz Asset Management
New Jersey
$673K -$314 -8 -0%
BUB
429
BBVA USA Bancshares
Texas
$670K +$164K +4,172 +33%
MWP
430
MYCIO Wealth Partners
Pennsylvania
$650K -$74.7K -1,904 -10%
RBC
431
Roble Belko & Company
Pennsylvania
$642K
AWM
432
AE Wealth Management
Kansas
$640K +$96.6K +2,460 +18%
OIA
433
OneDigital Investment Advisors
Kansas
$635K -$4.4K -112 -0.7%
CCG
434
Chatham Capital Group
Georgia
$630K +$18.8K +480 +3%
LFAS
435
Level Four Advisory Services
Texas
$629K -$5.5K -140 -0.9%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$628K +$26.2K +668 +4%
CAS
437
Cue Advisory Services
Arizona
$622K -$23.6K -600 -4%
CIA
438
Covington Investment Advisors
Pennsylvania
$622K +$30.8K +784 +5%
FWCM
439
Ferguson Wellman Capital Management
Oregon
$620K -$34.5K -880 -5%
TVWM
440
Tower View Wealth Management
Wisconsin
$618K +$2.2K +56 +0.4%
CCA
441
Clearwater Capital Advisors
Illinois
$617K -$785 -20 -0.1%
MGIA
442
Moneta Group Investment Advisors
Missouri
$617K +$144K +3,676 +31%
MC
443
Moors & Cabot
Massachusetts
$606K -$198K -5,056 -25%
TF
444
Tompkins Financial
New York
$606K
H
445
HoyleCohen
California
$605K +$602K +15,340 New
LFS
446
Legacy Financial Strategies
Kansas
$603K +$48.4K +1,232 +9%
OA
447
Oxbow Advisors
Texas
$599K
UB
448
UMB Bank
Missouri
$596K +$30K +764 +5%
DIA
449
Dana Investment Advisors
Wisconsin
$595K
FEG
450
Financial Enhancement Group
Indiana
$581K -$49.3K -1,256 -8%