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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
551
NewFocus Financial Group
Washington
$360K -$59.7K -1,464 -14%
BIM
552
Bridgecreek Investment Management
Oklahoma
$358K
WLIM
553
White Lighthouse Investment Management
Massachusetts
$358K
FI
554
FormulaFolio Investments
Michigan
$358K +$10.4K +256 +3%
GWM
555
Greenwich Wealth Management
Connecticut
$356K +$9.79K +240 +3%
SAM
556
Summit Asset Management
Tennessee
$355K
FF
557
Friedenthal Financial
New Jersey
$354K -$3.1K -76 -0.9%
SFM
558
Signature Financial Management
Virginia
$354K
CFD
559
Creative Financial Designs
Indiana
$354K +$13.1K +320 +4%
DWT
560
Dorsey & Whitney Trust
South Dakota
$353K +$351K +8,600 New
PCTC
561
Perkins Coie Trust Company
Washington
$352K -$42.4K -1,040 -11%
Franklin Resources
562
Franklin Resources
California
$352K
BCM
563
Bienville Capital Management
New York
$351K
DHFB
564
Dixon Hubard Feinour & Brown
Virginia
$343K
WPW
565
Waldron Private Wealth
Pennsylvania
$343K
SHCM
566
Stokes & Hubbell Capital Management
Louisiana
$342K
MOS
567
MGO One Seven
Ohio
$338K +$337K +8,256 New
WF
568
Welch & Forbes
Massachusetts
$337K -$57.1K -1,400 -15%
NA
569
Nottingham Advisors
New York
$337K +$13.1K +320 +4%
NAM
570
NTV Asset Management
West Virginia
$335K +$88.3K +2,164 +36%
SA
571
Sunesis Advisors
Kansas
$333K
VFA
572
Valeo Financial Advisors
Indiana
$330K +$144K +3,528 +67%
EWA
573
EP Wealth Advisors
California
$329K
UAS
574
United Asset Strategies
New York
$322K -$9.79K -240 -3%
NB
575
Nicolet Bankshares
Wisconsin
$317K -$20.6K -504 -6%