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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Moneta Group Investment Advisors
451
Moneta Group Investment Advisors
Missouri
$731K -$832K -22,168 -51%
First National Bank of Omaha
452
First National Bank of Omaha
Nebraska
$730K +$83.6K +2,228 +12%
Belpointe Asset Management
453
Belpointe Asset Management
Nevada
$729K +$363K +9,680 +85%
WCM
454
WealthBridge Capital Management
Ohio
$724K +$787K +20,956 New
FC
455
Ferris Capital
Massachusetts
$720K – – –
NWP
456
Northstar Wealth Partners
Connecticut
$720K – – –
Ancora Advisors
457
Ancora Advisors
Ohio
$717K -$112K -2,972 -13%
PWAC
458
Private Wealth Advisors (California)
California
$709K +$770K +20,516 New
Level Four Advisory Services
459
Level Four Advisory Services
Texas
$706K +$91.6K +2,440 +14%
CFMC
460
Curbstone Financial Management Corp
New Hampshire
$705K – – –
SCA
461
Stokes Capital Advisors
South Carolina
$704K -$64.3K -1,712 -8%
VF
462
Virtu Financial
New York
$696K +$756K +20,144 New
PTC
463
Private Trust Company
Ohio
$684K -$2.4K -64 -0.3%
FCB
464
First Command Bank
Texas
$678K -$631K -16,808 -46%
FCFS
465
First Command Financial Services
Texas
$678K -$631K -16,808 -46%
PSG
466
Planning Solutions Group
Maryland
$674K +$733K +19,512 New
Koshinski Asset Management
467
Koshinski Asset Management
Illinois
$671K +$32K +852 +5%
GBT
468
Grove Bank & Trust
Florida
$666K +$24.9K +664 +4%
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$660K +$150 +4 +0%
ZF
470
Zhang Financial
Michigan
$654K -$12.5K -332 -2%
Sterling Capital Management
471
Sterling Capital Management
North Carolina
$650K +$162K +4,328 +30%
PWMAG
472
Pinnacle Wealth Management Advisory Group
New Jersey
$643K -$473K -12,600 -40%
Forvis Mazars Wealth Advisors
473
Forvis Mazars Wealth Advisors
Missouri
$637K -$564K -15,036 -45%
Truepoint Inc
474
Truepoint Inc
Ohio
$636K -$751 -20 -0.1%
FTC
475
Farmers Trust Company
Ohio
$632K – – –