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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
451
RFG Advisory
Alabama
$580K +$327K +8,320 +130%
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$579K
MHS
453
M Holdings Securities
Oregon
$575K -$135K -3,440 -19%
AssetMark Inc
454
AssetMark Inc
California
$572K +$184K +4,676 +47%
Koshinski Asset Management
455
Koshinski Asset Management
Illinois
$571K -$10.4K -264 -2%
SCM
456
Sterling Capital Management
North Carolina
$570K +$12.2K +312 +2%
VAM
457
Visionary Asset Management
Texas
$570K +$568K +14,460 New
LPT
458
Legacy Private Trust
Wisconsin
$567K -$62.8K -1,600 -10%
WP
459
WealthShield Partners
North Carolina
$564K -$127K -3,248 -19%
LSAG
460
Lake Street Advisors Group
New Hampshire
$561K
BHIA
461
Birch Hill Investment Advisors
Massachusetts
$560K
GG
462
Gofen & Glossberg
Illinois
$559K
CCM
463
Cribstone Capital Management
Maine
$557K -$39.3K -1,000 -7%
FHC
464
First Heartland Consultants
Missouri
$547K -$57.5K -1,464 -10%
LPIC
465
LeJeune Puetz Investment Counsel
Michigan
$544K -$35.3K -900 -6%
TCM
466
Tradewinds Capital Management
Washington
$543K
SNBOSD
467
Security National Bank of So Dak
Iowa
$543K +$5.5K +140 +1%
TA
468
Trellis Advisors
Washington
$541K +$539K +13,720 New
AWA
469
Arete Wealth Advisors
Illinois
$540K +$538K +13,704 New
BFO
470
Boston Family Office
Massachusetts
$538K
BIM
471
Baldwin Investment Management
Pennsylvania
$538K +$536K +13,656 New
SWM
472
Segment Wealth Management
Texas
$531K
IF
473
Ironwood Financial
Arizona
$527K
PFM
474
Parsec Financial Management
North Carolina
$527K
SG
475
StoneX Group
New York
$526K +$31.2K +796 +6%