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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
451
Kovack Advisors
Florida
$865K +$5.85K +152 +0.7%
PA
452
PFG Advisors
Arizona
$858K -$99.1K -2,576 -11%
BFO
453
Boston Family Office
Massachusetts
$857K +$1.54K +40 +0.2%
MGIA
454
Moneta Group Investment Advisors
Missouri
$855K +$4.46K +116 +0.5%
FNBOO
455
First National Bank of Omaha
Nebraska
$849K +$462 +12 +0.1%
WCM
456
WealthBridge Capital Management
Ohio
$846K -$7.69K -200 -1%
SCA
457
STALEY CAPITAL ADVISERS
Pennsylvania
$845K +$372K +9,676 +85%
LFAS
458
Level Four Advisory Services
Texas
$841K +$19.7K +512 +3%
FC
459
Ferris Capital
Massachusetts
$838K
Rockefeller Capital Management
460
Rockefeller Capital Management
New York
$836K -$1.23M -31,884 -61%
DIA
461
Dana Investment Advisors
Wisconsin
$833K +$134K +3,496 +20%
PWM
462
Paulson Wealth Management
Illinois
$822K -$10.6K -276 -1%
CFMC
463
Curbstone Financial Management Corp
New Hampshire
$820K
TI
464
Truepoint Inc
Ohio
$813K +$70.6K +1,836 +10%
PSG
465
Planning Solutions Group
Maryland
$808K +$22.6K +588 +3%
RTS
466
Round Table Services
New Jersey
$805K +$116K +3,004 +18%
HT
467
Heritage Trust
Oklahoma
$804K +$753K +19,588 +4,801%
PTC
468
Private Trust Company
Ohio
$799K +$2.77K +72 +0.4%
SCM
469
Sterling Capital Management
North Carolina
$797K +$39.5K +1,028 +5%
FCB
470
First Command Bank
Texas
$784K -$4.62K -120 -0.6%
FCFS
471
First Command Financial Services
Texas
$784K -$4.62K -120 -0.6%
SGAM
472
Steinberg Global Asset Management
Florida
$784K +$73.8K +1,920 +11%
CMO
473
Covenant Multifamily Offices
Texas
$783K -$110K -2,860 -13%
SBIA
474
Sheaff Brock Investment Advisors
Indiana
$765K -$3.08K -80 -0.4%
CM
475
Columbus Macro
Pennsylvania
$765K +$94.9K +2,468 +15%