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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
551
Raab & Moskowitz Asset Management
New Jersey
$613K -$42.6K -1,020 -7%
GLA
552
Great Lakes Advisors
Illinois
$596K
FDCDDQ
553
Federation des caisses Desjardins du Quebec
Quebec, Canada
$596K
CIBC World Market
554
CIBC World Market
Ontario, Canada
$592K +$312K +7,456 +112%
MBT
555
Montecito Bank & Trust
California
$586K -$30.4K -728 -5%
WP
556
WealthShield Partners
North Carolina
$586K
BIM
557
Baldwin Investment Management
Pennsylvania
$583K +$836 +20 +0.1%
DWM
558
Doyle Wealth Management
Florida
$583K +$4.18K +100 +0.7%
SFG
559
StrategIQ Financial Group
Indiana
$583K +$5.85K +140 +1%
NCM
560
Northwest Capital Management
Oregon
$580K -$55.5K -1,328 -9%
LPIC
561
LeJeune Puetz Investment Counsel
Michigan
$578K
BAC
562
Boys Arnold & Co
North Carolina
$576K +$1.5K +36 +0.3%
TA
563
Trellis Advisors
Washington
$575K
MWA
564
Meridian Wealth Advisors
Texas
$574K +$15.5K +372 +3%
LNB
565
Ledyard National Bank
$573K
ANTB
566
AMG National Trust Bank
Colorado
$572K
NWS
567
Newport Wealth Strategies
California
$570K +$568K +13,592 New
FTI
568
Fiduciary Trust International
Massachusetts
$569K
CPO
569
Cerity Partners OCIO
New York
$568K +$16K +384 +3%
WF
570
Welch & Forbes
Massachusetts
$567K +$249K +5,968 +79%
TFF
571
The Family Firm
Maryland
$566K +$2.17K +52 +0.4%
CFIA
572
Cantor Fitzgerald Investment Advisors
New York
$565K -$328K -7,856 -37%
SWM
573
Segment Wealth Management
Texas
$564K -$75.2K -1,800 -12%
EFS
574
Essex Financial Services
Connecticut
$559K +$50.8K +1,216 +10%
HWM
575
Highwater Wealth Management
Colorado
$555K -$99K -2,368 -15%