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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
601
O'Brien Wealth Partners
Massachusetts
$494K -$4.68K -112 -0.9%
LCM
602
Liberty Capital Management
Michigan
$492K – – –
Citadel Advisors
603
Citadel Advisors
Florida
$488K +$486K +11,640 New
AMCA
604
Arthur M. Cohen & Associates
Illinois
$486K -$33.1K -792 -6%
CBN
605
Cadence Bank NA
Texas
$486K – – –
CCA
606
Clearwater Capital Advisors
Illinois
$484K – – –
RBCM
607
Raub Brock Capital Management
California
$483K +$262K +6,268 +119%
OC
608
Oakworth Capital
Alabama
$477K – – –
Busey Bank
609
Busey Bank
Illinois
$473K -$4.85K -116 -1%
TCM
610
Tradewinds Capital Management
Washington
$472K – – –
LDB
611
Lee, Danner & Bass
Tennessee
$467K -$56.8K -1,360 -11%
Ferguson Wellman Capital Management
612
Ferguson Wellman Capital Management
Oregon
$466K – – –
UMB Bank
613
UMB Bank
Missouri
$464K – – –
TC
614
Trust Company
Kansas
$462K – – –
BWM
615
Baystate Wealth Management
Massachusetts
$458K -$26.6K -636 -5%
FHC
616
First Heartland Consultants
Missouri
$457K -$64.2K -1,536 -12%
Choreo LLC
617
Choreo LLC
Illinois
$453K +$669 +16 +0.1%
ACM
618
Allred Capital Management
Texas
$452K -$40.3K -964 -8%
EBT
619
Enterprise Bank & Trust
Massachusetts
$452K +$119K +2,856 +36%
Exencial Wealth Advisors
620
Exencial Wealth Advisors
Oklahoma
$451K +$449K +10,756 New
JIP
621
Jaffetilchin Investment Partners
Florida
$450K -$34.6K -828 -7%
Oppenheimer Asset Management
622
Oppenheimer Asset Management
New York
$447K +$16.7K +400 +4%
WPSG
623
Wealth & Pension Services Group
Georgia
$446K -$6.02K -144 -1%
CCA
624
Conservest Capital Advisors
Pennsylvania
$446K +$167 +4 +0%
WWM
625
Windsor Wealth Management
Indiana
$445K -$79.4K -1,900 -15%