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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
676
Essex Financial Services
Connecticut
$285K +$272K +7,084 New
FLA
677
Financial Life Advisors
Texas
$283K -$124K -3,212 -31%
SCA
678
Stokes Capital Advisors
South Carolina
$282K -$513K -13,344 -66%
AMM
679
American Money Management
California
$282K -$615 -16 -0.2%
CAL
680
Capital Advisors Ltd
Ohio
$282K
GHAM
681
Gilman Hill Asset Management
Connecticut
$282K
CT
682
Coastline Trust
Rhode Island
$277K
HWA
683
Heritage Wealth Advisors
Virginia
$274K +$154 +4 +0.1%
CIBC World Market
684
CIBC World Market
Ontario, Canada
$273K -$462 -12 -0.2%
BFO
685
Biltmore Family Office
North Carolina
$271K
RVPG
686
Relative Value Partners Group
$268K +$4K +104 +2%
ADL
687
Asset Dedication LLC
California
$267K -$18.2K -472 -7%
BFM
688
Boston Financial Management
Massachusetts
$265K -$38.5K -1,000 -13%
GD
689
Grandfield & Dodd
New York
$263K
NA
690
Nottingham Advisors
New York
$262K -$65.4K -1,700 -21%
CCA
691
Checchi Capital Advisers
California
$260K -$9.54K -248 -4%
VFA
692
Valeo Financial Advisors
Indiana
$259K +$32.5K +844 +15%
AWA
693
ARS Wealth Advisors
Florida
$258K
CL
694
CPWM LLC
Washington
$257K
PSUF
695
People's United Financial
Connecticut
$255K +$244K +6,340 New
FBA
696
Front Barnett Associates
Illinois
$253K
WPC
697
Waters Parkerson & Co
Louisiana
$252K -$8.31K -216 -3%
CCMG
698
Clark Capital Management Group
Pennsylvania
$252K +$241K +6,264 New
BA
699
Boston Advisors
Massachusetts
$251K
CFD
700
Creative Financial Designs
Indiana
$248K -$14.5K -376 -6%