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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
551
Diligent Investors
California
$347K
FNB
552
Farmers National Bank
Kentucky
$346K +$39.3K +1,000 +13%
BIM
553
Bridgecreek Investment Management
Oklahoma
$344K
WLIM
554
White Lighthouse Investment Management
Massachusetts
$344K +$1.26K +32 +0.4%
FF
555
Friedenthal Financial
New Jersey
$343K -$179K -4,564 -34%
BW
556
Bison Wealth
Georgia
$342K
WI
557
Wintrust Investments
Illinois
$341K -$21.7K -552 -6%
SAM
558
Summit Asset Management
Tennessee
$341K
SFM
559
Signature Financial Management
Virginia
$339K +$1.41K +36 +0.4%
Franklin Resources
560
Franklin Resources
California
$338K -$2.98K -76 -0.9%
BCM
561
Bienville Capital Management
New York
$336K
FI
562
FormulaFolio Investments
Michigan
$334K +$332K +8,464 New
GWM
563
Greenwich Wealth Management
Connecticut
$332K +$46.9K +1,196 +17%
IWM
564
IHT Wealth Management
Illinois
$332K +$159K +4,044 +92%
WPW
565
Waldron Private Wealth
Pennsylvania
$330K
DHFB
566
Dixon Hubard Feinour & Brown
Virginia
$329K -$1.43M -36,360 -81%
SHCM
567
Stokes & Hubbell Capital Management
Louisiana
$329K -$62.2K -1,584 -16%
CFD
568
Creative Financial Designs
Indiana
$327K +$18.2K +464 +6%
Rockefeller Capital Management
569
Rockefeller Capital Management
New York
$326K
BFM
570
Boston Financial Management
Massachusetts
$325K +$323K +8,236 New
WEC
571
Winslow Evans & Crocker
Massachusetts
$324K +$16.3K +416 +5%
NB
572
Nicolet Bankshares
Wisconsin
$324K +$30.3K +772 +10%
SA
573
Sunesis Advisors
Kansas
$320K +$319K +8,120 New
UAS
574
United Asset Strategies
New York
$319K +$17.4K +444 +6%
EWA
575
EP Wealth Advisors
California
$316K