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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
626
NewFocus Financial Group
Washington
$391K -$67.4K -1,648 -15%
CCT
627
Capital City Trust
Florida
$387K -$9.82K -240 -3%
WA1
628
Wimmer Associates 1
California
$386K -$27.2K -664 -7%
RWM
629
Ritholtz Wealth Management
New York
$386K -$3.27K -80 -0.9%
PCM
630
Penn Capital Management
Pennsylvania
$385K +$377K +9,224 New
PWM
631
Perigon Wealth Management
California
$383K -$13.7K -336 -4%
TA
632
TFG Advisers
Michigan
$380K -$14.2K -348 -4%
FC
633
Financial Consulate
Maryland
$380K
HNB
634
Huntington National Bank
Ohio
$376K
OFG
635
Omega Financial Group
California
$376K +$818 +20 +0.2%
WTB
636
Washington Trust Bank
Washington
$373K
DI
637
Diligent Investors
California
$368K
VF
638
Virtu Financial
New York
$367K -$106K -2,596 -23%
BIM
639
Bridgecreek Investment Management
Oklahoma
$365K
WCWM
640
Willow Creek Wealth Management
California
$365K +$357K +8,732 New
GWM
641
Greenwich Wealth Management
Connecticut
$363K +$2.29K +56 +0.6%
ACA
642
Atlas Capital Advisors
Wyoming
$362K -$59.9K -1,464 -14%
Neuberger Berman Group
643
Neuberger Berman Group
New York
$361K +$29.3K +716 +9%
APG
644
Abacus Planning Group
South Carolina
$360K +$125K +3,060 +55%
PWP
645
Principle Wealth Partners
Connecticut
$359K +$351K +8,580 New
NDSI
646
Newman Dignan & Sheerar Inc
Rhode Island
$358K +$351K +8,576 New
BCM
647
Bienville Capital Management
New York
$357K
SFG
648
SevenBridge Financial Group
Pennsylvania
$357K +$349K +8,540 New
TIA
649
Traphagen Investment Advisors
New Jersey
$356K
SVWAG
650
Sound View Wealth Advisors Group
Georgia
$355K +$347K +8,492 New