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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HT
501
Heritage Trust
Oklahoma
$819K -$18.9K -452 -2%
FMWA
502
Forvis Mazars Wealth Advisors
Missouri
$816K +$223K +5,348 +38%
CP
503
Camelot Portfolios
Ohio
$809K -$1.51M -36,236 -65%
HS
504
Horan Securities
United States
$806K -$18.2K -436 -2%
CCG
505
Chatham Capital Group
Georgia
$804K +$209K +5,000 +35%
CIA
506
Covington Investment Advisors
Pennsylvania
$802K
SBIA
507
Sheaff Brock Investment Advisors
Indiana
$800K
FPS
508
Fieldpoint Private Securities
Connecticut
$799K -$136K -3,248 -15%
TFA
509
TPG Financial Advisors
Oregon
$797K +$150K +3,596 +23%
TI
510
Truepoint Inc
Ohio
$782K -$6.69K -160 -0.8%
SKK
511
Shepherd Kaplan Krochuk
Massachusetts
$782K +$4.85K +116 +0.6%
BAM
512
Belpointe Asset Management
Nevada
$778K -$360K -8,620 -32%
PA
513
PFG Advisors
Arizona
$777K -$19.7K -472 -2%
WLIM
514
White Lighthouse Investment Management
Massachusetts
$774K +$8.52K +204 +1%
IC
515
Intersect Capital
California
$772K +$551K +13,184 +251%
BW
516
Bison Wealth
Georgia
$771K +$359K +8,596 +88%
FTC
517
Farmers Trust Company
Ohio
$766K
FFN
518
Focus Financial Network
Minnesota
$765K -$30.4K -728 -4%
MCM
519
MAI Capital Management
Ohio
$764K +$508K +12,160 +200%
TYCC
520
Texas Yale Capital Corp
Florida
$755K +$167 +4 +0%
SCM
521
Sterling Capital Management
North Carolina
$743K -$33.9K -812 -4%
Bank of Montreal
522
Bank of Montreal
Ontario, Canada
$742K -$11.1M -266,508 -94%
CWP
523
Capital Wealth Planning
Florida
$732K +$25.6K +612 +4%
AA
524
Ancora Advisors
Ohio
$731K -$81.7K -1,956 -10%
SFA
525
Sequoia Financial Advisors
Ohio
$727K -$21.4K -512 -3%