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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
526
High Falls Advisors
New York
$384K
SHCM
527
Stokes & Hubbell Capital Management
Louisiana
$383K +$19.8K +504 +5%
SE
528
Summit Equities
New Jersey
$380K
AssetMark Inc
529
AssetMark Inc
California
$377K -$4.31M -109,384 -92%
FNBT
530
FineMark National Bank & Trust
Florida
$377K -$75.3K -1,912 -16%
WF
531
Welch & Forbes
Massachusetts
$371K -$169K -4,280 -31%
W
532
Wealthfront
California
$370K -$50.4K -1,280 -12%
DBT
533
Dubuque Bank & Trust
Iowa
$369K -$38.3K -972 -9%
AIS
534
American Investment Services
Massachusetts
$369K +$10.2K +260 +3%
RRC
535
Relaxing Retirement Coach
Massachusetts
$365K -$315K -7,996 -46%
ANTB
536
AMG National Trust Bank
Colorado
$362K +$370K +9,396 New
WFG
537
Wills Financial Group
Virginia
$355K -$73.1K -1,856 -17%
WI
538
Wintrust Investments
Illinois
$355K -$45.7K -1,160 -11%
RWM
539
Ritholtz Wealth Management
New York
$354K -$345K -8,760 -49%
DIA
540
Denver Investment Advisors
Colorado
$353K -$16.7K -424 -4%
BAC
541
Boys Arnold & Co
North Carolina
$351K +$68.5K +1,740 +24%
PO
542
Private Ocean
California
$347K +$355K +9,012 New
FPS
543
Fieldpoint Private Securities
Connecticut
$340K +$261K +6,624 +301%
DI
544
Diligent Investors
California
$339K
PWM
545
Perigon Wealth Management
California
$338K -$114K -2,888 -25%
MFG
546
Merit Financial Group
Georgia
$337K -$5.99K -152 -1%
BIM
547
Bridgecreek Investment Management
Oklahoma
$336K
WLIM
548
White Lighthouse Investment Management
Massachusetts
$335K +$945 +24 +0.3%
EFS
549
Edelman Financial Services
Virginia
$334K -$18.1K -460 -5%
BW
550
Bison Wealth
Georgia
$334K +$2.68K +68 +0.8%