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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
576
People's United Financial
Connecticut
$45K +$17.3K +504 +63%
BTIS
577
BB&T Investment Services
North Carolina
$42K
FWM
578
Focused Wealth Management
New York
$42K +$10.4K +304 +33%
ADL
579
Asset Dedication LLC
California
$37K -$33.7K -980 -48%
First Manhattan
580
First Manhattan
New York
$34K
ABFS
581
Appropriate Balance Financial Services
Washington
$33.1K -$3.3M -96,168 -84%
TIM
582
Tortoise Investment Management
New York
$32K +$16.9K +492 +112%
GWS
583
Glassman Wealth Services
Virginia
$29K -$19.9K -580 -41%
PRS
584
Pinkerton Retirement Specialists
Idaho
$28K +$27.5K +800 New
YWP
585
YorkBridge Wealth Partners
New York
$27K +$3.44K +100 +15%
GI
586
Gradient Investments
Minnesota
$27K +$12.5K +364 +86%
VWM
587
Valley Wealth Managers
New Jersey
$24K +$15.4K +448 +178%
BRC
588
Bell Rock Capital
Delaware
$23K -$9.07K -264 -28%
CG
589
Cutler Group
California
$22K -$371K -10,800 -94%
LWA
590
Lenox Wealth Advisors
New York
$22K +$21.9K +636 New
AF
591
Allworth Financial
California
$21K
FIB
592
First Interstate Bank
Montana
$21K
PA
593
Perennial Advisors
New York
$21K
BCM
594
Blume Capital Management
California
$19K
ACS
595
Archford Capital Strategies
Illinois
$19K +$2.47K +72 +15%
AA
596
AlphaMark Advisors
Kentucky
$18K
KF
597
Krilogy Financial
Missouri
$18K
LWM
598
LBA Wealth Management
Florida
$15K +$8.24K +240 +133%
AWM
599
AllSquare Wealth Management
New York
$14K
FPFS
600
First Personal Financial Services
North Carolina
$14K