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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
476
First Midwest Bank Trust Division
Illinois
$1.01M -$230K -5,556 -15%
MG
477
MilWealth Group
Wisconsin
$1M -$111K -2,692 -8%
BAC
478
Boys Arnold & Co
North Carolina
$1M +$654K +15,788 +108%
CWM
479
Cornerstone Wealth Management
Missouri
$999K -$92.4K -2,232 -7%
SS
480
Sunbelt Securities
Texas
$990K +$1M +24,268 New
HB
481
Homrich & Berg
Georgia
$989K -$822K -19,848 -40%
UB
482
UMB Bank
Missouri
$986K +$1.99K +48 +0.2%
CAM
483
Columbia Asset Management
Michigan
$982K +$6.46K +156 +0.5%
CHA
484
Carmichael Hill & Associates
Maryland
$974K +$124K +2,984 +11%
SCA
485
Stillwater Capital Advisors
Pennsylvania
$972K
BFO
486
Boston Family Office
Massachusetts
$972K +$340K +8,200 +38%
B
487
Bridgeworth
Alabama
$956K -$294K -7,108 -20%
WIA
488
World Investment Advisors
California
$956K +$1.2M +29,048 New
PAS
489
Partnervest Advisory Services
California
$947K -$209K -5,040 -15%
G
490
Gainplan
Michigan
$946K +$369K +8,912 +45%
SW
491
SVB Wealth
Massachusetts
$945K -$2.15M -51,936 -64%
IAN
492
Integrated Advisors Network
Texas
$939K +$177K +4,272 +18%
MFW
493
Mosaic Family Wealth
Missouri
$933K -$476K -11,492 -29%
NEAM
494
New England Asset Management
Connecticut
$933K
5L
495
55I LLC
Massachusetts
$921K +$1.05M +25,384 New
FTIOP
496
Fiduciary Trust International of Pennsylvania
Pennsylvania
$920K +$1.16M +27,944 New
SFA
497
Sequoia Financial Advisors
Ohio
$911K +$282K +6,808 +33%
NFG
498
Next Financial Group
Texas
$909K +$119K +2,876 +12%
PPP
499
Private Portfolio Partners
New Jersey
$901K -$7.29K -176 -0.6%
PG
500
Patten Group
Tennessee
$899K -$121K -2,920 -10%