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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
551
Summit Asset Management
Tennessee
$333K
Franklin Resources
552
Franklin Resources
California
$333K +$341K +8,648 New
SFM
553
Signature Financial Management
Virginia
$331K +$945 +24 +0.3%
CFSG
554
Community Financial Services Group
Vermont
$331K +$32K +812 +10%
BCM
555
Bienville Capital Management
New York
$328K
NDSI
556
Newman Dignan & Sheerar Inc
Rhode Island
$324K
WPW
557
Waldron Private Wealth
Pennsylvania
$323K
NFG
558
Next Financial Group
Texas
$323K +$330K +8,388 New
MCG
559
McCollum Christoferson Group
New York
$320K -$76.2K -1,936 -19%
Rockefeller Capital Management
560
Rockefeller Capital Management
New York
$319K +$326K +8,268 New
EAM
561
Evanson Asset Management
California
$317K +$315 +8 +0.1%
DG
562
Delek Group
Israel
$310K -$13.9K -352 -4%
MOS
563
MGO One Seven
Ohio
$310K +$126K +3,200 +66%
CW
564
CreativeOne Wealth
Kansas
$310K +$317K +8,048 New
EWA
565
EP Wealth Advisors
California
$309K -$54.7K -1,388 -15%
PWW
566
Pettyjohn Wood & White
Virginia
$308K -$31.5K -800 -9%
FFWA
567
FRG Family Wealth Advisors
Washington
$305K -$17.6K -448 -5%
NA
568
Nottingham Advisors
New York
$305K +$5.51K +140 +2%
I
569
IberiaBank
Louisiana
$303K -$712K -18,084 -70%
GHAM
570
Gilman Hill Asset Management
Connecticut
$302K +$19.7K +500 +7%
CFD
571
Creative Financial Designs
Indiana
$302K +$86.9K +2,208 +39%
FNB
572
Farmers National Bank
Kentucky
$300K +$14.2K +360 +5%
MIA
573
MainStreet Investment Advisors
Illinois
$299K -$140K -3,552 -31%
CC
574
Claybrook Capital
Massachusetts
$299K +$117K +2,980 +62%
WEC
575
Winslow Evans & Crocker
Massachusetts
$299K -$73.4K -1,864 -19%