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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
676
LVM Capital Management
Michigan
$240K -$12K -320 -4%
CT
677
Coastline Trust
Rhode Island
$238K
PG
678
Proffitt & Goodson
Tennessee
$236K +$256K +6,832 New
CIBC World Market
679
CIBC World Market
Ontario, Canada
$235K -$622K -16,556 -71%
UAS
680
United Asset Strategies
New York
$235K -$39.8K -1,060 -13%
CAM
681
Chandler Asset Management
California
$235K
HWA
682
Heritage Wealth Advisors
Virginia
$235K +$1.2K +32 +0.5%
BFO
683
Biltmore Family Office
North Carolina
$232K -$12K -320 -5%
CCA
684
Checchi Capital Advisers
California
$232K +$24.6K +656 +11%
MFG
685
Magnus Financial Group
New York
$231K +$251K +6,696 New
PAG
686
Private Advisory Group
Washington
$229K
CFD
687
Creative Financial Designs
Indiana
$226K -$78.1K -2,080 -24%
GD
688
Grandfield & Dodd
New York
$226K -$12.9K -344 -5%
RVPG
689
Relative Value Partners Group
$226K +$6.16K +164 +3%
BC
690
Burney Company
Virginia
$226K +$246K +6,548 New
WPC
691
Waters Parkerson & Co
Louisiana
$224K
TCM
692
Tradition Capital Management
New Jersey
$223K +$243K +6,476 New
AWA
693
ARS Wealth Advisors
Florida
$222K -$11.3K -300 -4%
WA
694
Winfield Associates
Ohio
$222K
SHJ
695
Sharkey, Howes & Javer
Colorado
$222K +$61.3K +1,632 +34%
CL
696
CPWM LLC
Washington
$221K +$4.8K +128 +2%
NSG
697
Nalls Sherbakoff Group
Tennessee
$221K +$240K +6,400 New
MIA
698
MainStreet Investment Advisors
Illinois
$219K -$7.51K -200 -3%
WCM
699
Windham Capital Management
Massachusetts
$219K
FBA
700
Front Barnett Associates
Illinois
$218K -$40.2K -1,072 -15%