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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPB
551
Badgley, Phelps & Bell
Washington
$205K +$203K +5,744 New
BSW
552
Buckingham Strategic Wealth
Missouri
$204K -$210K -5,948 -51%
NAM
553
NTV Asset Management
West Virginia
$203K -$23.5K -664 -10%
LWM
554
Lyell Wealth Management
California
$200K +$198K +5,600 New
PWM
555
Perigon Wealth Management
California
$199K
CG
556
Cutler Group
California
$194K +$170K +4,800 +736%
JFGIW
557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K -$565 -16 -0.3%
GRP
558
Global Retirement Partners
California
$181K +$54.6K +1,544 +44%
AIM
559
Acropolis Investment Management
Missouri
$180K
CBT
560
Central Bank & Trust
Kentucky
$177K
CTC
561
Central Trust Company
Missouri
$171K
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$170K
CB
563
Community Bank
New York
$168K
CFD
564
Creative Financial Designs
Indiana
$167K +$1.13K +32 +0.7%
IIC
565
Integrated Investment Consultants
Michigan
$157K
FMTCOCP
566
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$155K
SG Americas Securities
567
SG Americas Securities
New York
$153K -$973K -27,536 -87%
BBHC
568
Brown Brothers Harriman & Co
New York
$151K +$150K +4,252 New
NSB
569
Norway Savings Bank
Maine
$150K
NSIM
570
North Star Investment Management
Illinois
$147K +$565 +16 +0.4%
VC
571
Vestor Capital
Illinois
$143K -$25.4K -720 -15%
PFSC
572
Peoples Financial Services Corp
Pennsylvania
$139K
PCP
573
Proficio Capital Partners
Massachusetts
$132K +$4.24K +120 +3%
FT
574
Fiduciary Trust
Massachusetts
$113K +$112K +3,180 New
KPCM
575
Kings Point Capital Management
New York
$102K