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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
626
StrategIQ Financial Group
Indiana
$618K -$1.72K -40 -0.3%
CPO
627
Cerity Partners OCIO
New York
$617K +$344 +8 +0.1%
LPIC
628
LeJeune Puetz Investment Counsel
Michigan
$615K
CIBC World Market
629
CIBC World Market
Ontario, Canada
$612K -$17.2K -400 -3%
AA
630
Aufman Associates
Pennsylvania
$609K +$587K +13,676 New
MCM
631
Mitchell Capital Management
Kansas
$609K +$587K +13,680 New
ANTB
632
AMG National Trust Bank
Colorado
$608K
FTI
633
Fiduciary Trust International
Massachusetts
$605K
NCM
634
Northwest Capital Management
Oregon
$604K -$12.9K -300 -2%
TFF
635
The Family Firm
Maryland
$604K +$1.89K +44 +0.3%
AA
636
Advisory Alpha
Michigan
$602K +$19.6K +456 +4%
CPA
637
Clear Perspective Advisors
Illinois
$599K -$567K -13,208 -50%
BIM
638
Baldwin Investment Management
Pennsylvania
$598K -$20.6K -480 -3%
CFIA
639
Cantor Fitzgerald Investment Advisors
New York
$595K -$5.84K -136 -1%
FDCDDQ
640
Federation des caisses Desjardins du Quebec
Quebec, Canada
$589K -$42.9K -1,000 -7%
WA
641
Wealth Architects
California
$587K +$8.42K +196 +2%
SIS
642
SVB Investment Services
Utah
$585K +$564K +13,140 New
RA
643
RFG Advisory
Alabama
$583K +$13.1K +304 +2%
LWA
644
LWS Wealth Advisors
New Jersey
$581K +$560K +13,036 New
FFBTD
645
First Financial Bank - Trust Division
Ohio
$576K -$4.98K -116 -0.9%
FNBT
646
FineMark National Bank & Trust
Florida
$576K
SW
647
SkyOak Wealth
Michigan
$576K +$555K +12,932 New
ACP
648
Ashfield Capital Partners
California
$572K -$12K -280 -2%
WFG
649
Wills Financial Group
Virginia
$566K -$2.06K -48 -0.4%
MBT
650
Montecito Bank & Trust
California
$565K -$55.8K -1,300 -9%