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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHS
476
M Holdings Securities
Oregon
$765K +$157K +4,088 +27%
SFA
477
Sequoia Financial Advisors
Ohio
$764K -$2.98M -77,532 -80%
FMWA
478
Forvis Mazars Wealth Advisors
Missouri
$760K +$17.7K +460 +2%
RCG
479
Ruggie Capital Group
Florida
$749K -$3.04M -79,020 -81%
PWMAG
480
Pinnacle Wealth Management Advisory Group
New Jersey
$744K -$3.85K -100 -0.5%
CIA
481
Covington Investment Advisors
Pennsylvania
$739K +$80.8K +2,100 +13%
FTC
482
Farmers Trust Company
Ohio
$735K
ZF
483
Zhang Financial
Michigan
$723K -$36.5K -948 -5%
SAM
484
SP Asset Management
California
$716K +$68.2K +1,772 +11%
CBFP
485
Cedar Brook Financial Partners
Ohio
$714K +$157K +4,088 +30%
Koshinski Asset Management
486
Koshinski Asset Management
Illinois
$712K -$65.5K -1,704 -9%
BHIA
487
Birch Hill Investment Advisors
Massachusetts
$703K +$47.8K +1,244 +8%
RMAM
488
Raab & Moskowitz Asset Management
New Jersey
$688K +$21.4K +556 +3%
SFA
489
Stewardship Financial Advisors
Georgia
$685K -$769 -20 -0.1%
FHC
490
First Heartland Consultants
Missouri
$680K -$30.9K -804 -5%
BAC
491
Boys Arnold & Co
North Carolina
$676K +$43.4K +1,128 +7%
OIA
492
OneDigital Investment Advisors
Kansas
$671K -$38K -988 -6%
CF
493
Centaurus Financial
California
$671K +$26.6K +692 +4%
HWM
494
Highwater Wealth Management
Colorado
$662K -$208K -5,412 -25%
SWM
495
SigFig Wealth Management
California
$662K +$116K +3,028 +23%
HWMG
496
Hurlow Wealth Management Group
Indiana
$662K +$197K +5,128 +48%
CPA
497
Clear Perspective Advisors
Illinois
$661K -$183K -4,764 -22%
IWC
498
Integrated Wealth Concepts
Massachusetts
$659K +$96K +2,496 +18%
FFN
499
Focus Financial Network
Minnesota
$648K +$618K +16,064 New
AWM
500
AE Wealth Management
Kansas
$646K +$15.1K +392 +2%