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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
576
Community Financial Services Group
Vermont
$301K +$76.1K +2,016 +35%
NA
577
Nottingham Advisors
New York
$300K -$12.1K -320 -4%
GHA
578
GW Henssler & Associates
Georgia
$298K
UAS
579
United Asset Strategies
New York
$292K -$165K -4,360 -37%
FLI
580
Family Legacy Inc
South Carolina
$290K +$283K +7,488 New
SYBT
581
Stock Yards Bank & Trust
Kentucky
$288K
FNB
582
Farmers National Bank
Kentucky
$287K +$40.2K +1,064 +17%
GIM
583
Greystone Investment Management
Ohio
$286K
GHAM
584
Gilman Hill Asset Management
Connecticut
$284K
BAC
585
Boys Arnold & Co
North Carolina
$283K +$276K +7,304 New
BPB
586
Badgley, Phelps & Bell
Washington
$278K +$53.9K +1,428 +25%
OC
587
Oarsman Capital
Wisconsin
$276K -$899K -23,804 -77%
SAM
588
Silvercrest Asset Management
New York
$276K
Fisher Asset Management
589
Fisher Asset Management
Washington
$276K +$269K +7,124 New
LWAC
590
Laurel Wealth Advisors (California)
California
$273K -$13.1K -348 -5%
BFO
591
Biltmore Family Office
North Carolina
$272K +$266K +7,040 New
WWM
592
Windsor Wealth Management
Indiana
$271K +$264K +7,000 New
GWM
593
Greenwich Wealth Management
Connecticut
$270K -$11.3K -300 -4%
RFA
594
Reilly Financial Advisors
California
$269K -$687K -18,188 -72%
WP
595
WealthSource Partners
California
$269K +$30.7K +812 +13%
CT
596
Coastline Trust
Rhode Island
$267K
CC
597
Cadinha & Co
Hawaii
$263K
CCA
598
Conservest Capital Advisors
Pennsylvania
$262K
HWA
599
Heritage Wealth Advisors
Virginia
$261K +$1.06K +28 +0.4%
FWM
600
Focused Wealth Management
New York
$260K +$220K +5,824 +647%