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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
651
Independence Bank of Kentucky
Kentucky
$1.78M +$761K +14,080 +64%
CST
652
Charles Schwab Trust
Nevada
$1.77M
PG
653
Patten Group
Tennessee
$1.76M -$14.9K -276 -0.8%
SSB
654
Sandy Spring Bank
Maryland
$1.76M -$105K -1,944 -5%
TDWM
655
Topel & Distasi Wealth Management
California
$1.76M +$16.4K +304 +0.9%
KAH
656
Kathryn A. Hall
$1.75M
IC
657
Inverness Counsel
New York
$1.75M
LW
658
Linscomb Wealth
Texas
$1.75M +$8.64K +160 +0.5%
MNBTD
659
Moody National Bank Trust Division
Texas
$1.75M
BCM
660
Brookstone Capital Management
Illinois
$1.74M -$5.24M -97,036 -74%
CSB
661
City State Bank
Iowa
$1.7M +$50.8K +940 +3%
CCMD
662
Cypress Capital Management (Delaware)
Delaware
$1.69M -$24.9K -460 -1%
V
663
VeraBank
Texas
$1.69M +$1.04M +19,340 +129%
FWM
664
Fingerlakes Wealth Management
New York
$1.69M +$50.8K +940 +3%
SWM
665
Spire Wealth Management
Virginia
$1.68M -$8.36M -154,684 -82%
CDH
666
Charles D. Hyman
$1.68M
FHC
667
First Heartland Consultants
Missouri
$1.67M +$96.2K +1,780 +6%
AC
668
Apella Capital
Connecticut
$1.66M +$4.11K +76 +0.2%
DWM
669
Defined Wealth Management
Oregon
$1.66M -$31.3K -580 -2%
EW
670
Evoke Wealth
California
$1.65M +$1.51M +27,892 +491%
SSWM
671
Sheets Smith Wealth Management
North Carolina
$1.65M +$439K +8,132 +32%
WP
672
Wealthspan Partners
Iowa
$1.64M +$112K +2,080 +7%
GHAM
673
Gilman Hill Asset Management
Connecticut
$1.63M +$373K +6,900 +26%
SFWC
674
Strategic Family Wealth Counselors
New Jersey
$1.63M -$4.32K -80 -0.2%
HNWAG
675
High Net Worth Advisory Group
Florida
$1.63M +$110K +2,032 +7%