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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
551
IHT Wealth Management
Illinois
$119K -$7.28K -212 -6%
HNB
552
Huntington National Bank
Ohio
$115K -$338K -9,836 Closed
KBFS
553
Kohmann Bosshard Financial Services
Ohio
$108K +$107K +3,100 New
DBT
554
Dubuque Bank & Trust
Iowa
$104K -$208K -6,060 -67%
AP
555
Atwood & Palmer
Missouri
$101K +$99.9K +2,908 New
KPCM
556
Kings Point Capital Management
New York
$100K +$98.3K +2,860 New
ZB
557
Zions Bancorporation
Utah
$97K
CFA
558
CT Financial Advisors
Pennsylvania
$94.5K
WAM
559
Watermark Asset Management
California
$88K +$86.4K +2,516 New
AIM
560
Arcadia Investment Management
Michigan
$84K
BWM
561
Baystate Wealth Management
Massachusetts
$82K
BlackRock
562
BlackRock
New York
$82K +$1.37K +40 +2%
TCOV
563
Trust Company of Vermont
Vermont
$75K
GWA
564
Guidant Wealth Advisors
Illinois
$68K -$182K -5,300 -73%
RCA
565
Rowland Carmichael Advisors
Arizona
$68K +$3.44K +100 +5%
PS
566
Portfolio Solutions
Michigan
$66K +$65K +1,892 New
LF
567
Lee Financial
Texas
$56K
PFBT
568
Parkside Financial Bank & Trust
Missouri
$56K +$30.9K +900 +127%
NB
569
Nicolet Bankshares
Wisconsin
$55K +$14.8K +432 +37%
BWA
570
Burt Wealth Advisors
Maryland
$54K
CAL
571
Capital Advisors Ltd
Ohio
$51K
RWM
572
Raffa Wealth Management
District of Columbia
$50.9K
CCM
573
Cohen Capital Management
California
$47K +$46.9K +1,364 New
AA
574
Apriem Advisors
California
$45K +$3.44K +100 +8%
OSNBOA
575
Old Second National Bank of Aurora
Illinois
$45K +$13.7K +400 +44%