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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
651
Parsec Financial Management
North Carolina
$562K
SFG
652
SevenBridge Financial Group
Pennsylvania
$557K +$136K +3,172 +34%
BEC
653
Blue Edge Capital
Virginia
$557K +$537K +12,500 New
BTW
654
Boston Trust Walden
Massachusetts
$556K
SEIA
655
Signature Estate & Investment Advisors
California
$554K -$1.55K -36 -0.3%
KA
656
Klingman & Associates
New York
$553K
CL
657
Choreo LLC
Illinois
$553K +$68.5K +1,596 +15%
CFA
658
Cahill Financial Advisors
Minnesota
$551K +$2.92K +68 +0.6%
EF
659
Empirical Finance
Pennsylvania
$550K +$530K +12,344 New
WWM
660
Windsor Wealth Management
Indiana
$546K +$56K +1,304 +12%
SIC
661
Sigma Investment Counselors
Michigan
$545K -$2.06K -48 -0.4%
First Manhattan
662
First Manhattan
New York
$539K -$6.87K -160 -1%
SFSIG
663
San Francisco Sentry Investment Group
California
$535K
BB
664
Busey Bank
Illinois
$530K +$25.4K +592 +5%
LCM
665
Liberty Capital Management
Michigan
$523K
CCA
666
Clearwater Capital Advisors
Illinois
$521K +$6.7K +156 +1%
FWCM
667
Ferguson Wellman Capital Management
Oregon
$519K +$21.5K +500 +4%
AMCA
668
Arthur M. Cohen & Associates
Illinois
$518K +$1.55K +36 +0.3%
CBN
669
Cadence Bank NA
Texas
$517K
FEG
670
Financial Enhancement Group
Indiana
$514K -$62.3K -1,452 -11%
SFM
671
Signet Financial Management
New Jersey
$514K -$1.72K -40 -0.3%
OC
672
Oakworth Capital
Alabama
$509K
MC
673
Moors & Cabot
Massachusetts
$508K +$67.5K +1,572 +16%
FFC
674
First Financial Corp
Indiana
$508K +$411K +9,576 +526%
TCM
675
Tradewinds Capital Management
Washington
$502K