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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
526
Arete Wealth Advisors
Illinois
$773K +$76.5K +1,848 +9%
PWM
527
Perigon Wealth Management
California
$755K +$428K +10,336 +99%
Koshinski Asset Management
528
Koshinski Asset Management
Illinois
$748K +$28.2K +680 +3%
ESB
529
Essex Savings Bank
Connecticut
$747K +$36.1K +872 +4%
HTC
530
Haverford Trust Company
Pennsylvania
$745K +$88.6K +2,140 +10%
EFSCE
531
Enterprise Financial Services Corp (EFSC)
Missouri
$743K -$47.5K -1,148 -5%
MA
532
Mutual Advisors
Nebraska
$740K -$503K -12,148 -35%
RTS
533
Round Table Services
New Jersey
$739K +$107K +2,584 +13%
MFWM
534
Motley Fool Wealth Management
Virginia
$737K -$262K -6,336 -22%
CFSG
535
Community Financial Services Group
Vermont
$736K +$40.7K +984 +5%
BS
536
Boenning & Scattergood
Pennsylvania
$733K +$26.2K +632 +3%
FNC
537
First National Corp
Massachusetts
$731K +$2.65M +63,876 +115%
CAM
538
Chandler Asset Management
California
$728K
AR
539
Advisory Research
Illinois
$725K +$912K +22,020 New
SWM
540
SigFig Wealth Management
California
$724K +$51K +1,232 +6%
SQA
541
Simon Quick Advisors
New Jersey
$722K +$901K +21,760 +13,268%
BWP
542
BSW Wealth Partners
Colorado
$717K -$8.45K -204 -0.9%
DWM
543
Doyle Wealth Management
Florida
$715K +$252K +6,092 +39%
SLT
544
St Louis Trust
Missouri
$715K +$899K +21,720 New
VIM
545
Vista Investment Management
Pennsylvania
$705K -$449K -10,836 -34%
IWM
546
IHT Wealth Management
Illinois
$704K -$795K -19,204 -47%
ECM
547
EagleClaw Capital Management
Massachusetts
$703K
WLIM
548
White Lighthouse Investment Management
Massachusetts
$697K +$81.7K +1,972 +10%
PA
549
PFG Advisors
Arizona
$695K +$23.7K +572 +3%
WCFA
550
Walkner Condon Financial Advisors
Wisconsin
$694K -$59K -1,424 -6%