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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
451
Forte Capital
New York
$572K +$13.6K +360 +2%
CCA
452
Clearwater Capital Advisors
Illinois
$570K
SCM
453
Sterling Capital Management
North Carolina
$570K +$199K +5,264 +56%
CIBC World Market
454
CIBC World Market
Ontario, Canada
$565K +$38.4K +1,016 +7%
UB
455
UMB Bank
Missouri
$556K
LSAG
456
Lake Street Advisors Group
New Hampshire
$551K +$537K +14,228 New
CCG
457
Chatham Capital Group
Georgia
$549K +$3.77K +100 +0.7%
BHIA
458
Birch Hill Investment Advisors
Massachusetts
$549K +$6.04K +160 +1%
CIA
459
Covington Investment Advisors
Pennsylvania
$547K +$170K +4,504 +47%
TF
460
Tompkins Financial
New York
$546K +$4.23K +112 +0.8%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$545K
GG
462
Gofen & Glossberg
Illinois
$541K +$7.55K +200 +1%
WF
463
Welch & Forbes
Massachusetts
$538K +$524K +13,892 New
BFG
464
Beacon Financial Group
Texas
$537K +$26.3K +696 +5%
BP
465
BBR Partners
New York
$536K
PFT
466
Providence First Trust
Arizona
$533K
TCM
467
Tradewinds Capital Management
Washington
$533K
LW
468
Linscomb Wealth
Texas
$531K -$12.7K -336 -2%
CL
469
CPWM LLC
Washington
$529K -$99.2K -2,628 -16%
SSB
470
Sandy Spring Bank
Maryland
$526K
PFM
471
Parsec Financial Management
North Carolina
$524K +$1.36K +36 +0.3%
HH
472
Hilltop Holdings
Texas
$522K +$509K +13,480 New
SWM
473
Segment Wealth Management
Texas
$521K
IF
474
Ironwood Financial
Arizona
$519K -$9.06K -240 -2%
LFAS
475
Level Four Advisory Services
Texas
$519K +$143K +3,780 +39%