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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
551
Windsor Wealth Management
Indiana
$955K +$130K +3,400 +17%
FA
552
FDx Advisors
Illinois
$953K -$11.6M -301,924 -93%
MCWS
553
McKinley Carter Wealth Services
West Virginia
$951K -$446K -11,652 -33%
CCM
554
Cribstone Capital Management
Maine
$944K -$560K -14,624 -39%
Koshinski Asset Management
555
Koshinski Asset Management
Illinois
$943K +$11.6K +304 +1%
HWMG
556
Hurlow Wealth Management Group
Indiana
$942K -$20.8K -544 -2%
KFGK
557
Keystone Financial Group (Kentucky)
Kentucky
$940K -$55K -1,436 -6%
FT
558
Fiduciary Trust
Massachusetts
$938K +$425K +11,108 +94%
HTC
559
Haverford Trust Company
Pennsylvania
$928K
CAM
560
Covenant Asset Management
New Jersey
$921K -$78.3K -2,044 -8%
SIA
561
Soltis Investment Advisors
Utah
$911K -$388K -10,124 -31%
CFSG
562
Community Financial Services Group
Vermont
$911K -$5.98K -156 -0.7%
CAC
563
Certified Advisory Corp
Florida
$909K +$451K +11,772 +113%
CAM
564
Chandler Asset Management
California
$907K
AR
565
Advisory Research
Illinois
$902K
VIM
566
Vista Investment Management
Pennsylvania
$901K +$21.6K +564 +3%
ACM
567
Azimuth Capital Management
Michigan
$898K +$840K +21,920 New
UB
568
UMB Bank
Missouri
$895K -$311K -8,128 -27%
FLPIM
569
F.L. Putnam Investment Management
Massachusetts
$893K +$263K +6,856 +46%
DI
570
Disciplined Investments
Oklahoma
$882K +$65.6K +1,712 +9%
PWA
571
Peterson Wealth Advisors
Utah
$881K +$41.1K +1,072 +5%
CWM
572
Capital Wealth Management
Rhode Island
$880K +$86.4K +2,256 +12%
PWM
573
Perigon Wealth Management
California
$877K +$23.1K +604 +3%
SCA
574
Stillwater Capital Advisors
Pennsylvania
$875K -$313K -8,180 -28%
ECM
575
EagleClaw Capital Management
Massachusetts
$875K