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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
526
Winfield Associates
Ohio
$205K -$82.5K -2,400 -29%
MWM
527
Mission Wealth Management
California
$204K +$202K +5,872 New
CCM
528
Condor Capital Management
New Jersey
$203K +$200K +5,828 New
IB
529
Intrust Bank
Kansas
$203K +$201K +5,840 New
MAS
530
Madden Advisory Services
Florida
$203K +$201K +5,860 New
BAM
531
Barrett Asset Management
New York
$198K
PWM
532
Perigon Wealth Management
California
$195K -$2.47K -72 -1%
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$184K +$18.6K +540 +11%
AIM
534
Acropolis Investment Management
Missouri
$175K
CBT
535
Central Bank & Trust
Kentucky
$173K
CTC
536
Central Trust Company
Missouri
$167K
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$166K
HCM
538
Horan Capital Management
Maryland
$165K +$163K +4,756 New
CB
539
Community Bank
New York
$164K -$1.1K -32 -0.7%
VC
540
Vestor Capital
Illinois
$164K
CFD
541
Creative Financial Designs
Indiana
$158K +$16.4K +476 +11%
IIC
542
Integrated Investment Consultants
Michigan
$153K
FMTCOCP
543
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$152K +$27.5K +800 +22%
PB
544
Pinnacle Bancorp
Nebraska
$147K +$146K +4,236 New
NSB
545
Norway Savings Bank
Maine
$146K
NSIM
546
North Star Investment Management
Illinois
$143K
SEI Investments
547
SEI Investments
Pennsylvania
$137K -$70.5K -2,052 -34%
PFSC
548
Peoples Financial Services Corp
Pennsylvania
$136K
PCP
549
Proficio Capital Partners
Massachusetts
$125K +$121K +3,520 New
GRP
550
Global Retirement Partners
California
$123K -$1.03M -29,996 -89%