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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
676
Perigon Wealth Management
California
$342K -$41.1K -984 -11%
NAM
677
NTV Asset Management
West Virginia
$342K
SA
678
Sunesis Advisors
Kansas
$340K
BFM
679
Boston Financial Management
Massachusetts
$338K +$61.3K +1,468 +22%
TNB
680
Thomasville National Bank
Georgia
$336K
1WA
681
180 Wealth Advisors
Washington
$336K +$122K +2,916 +57%
LFA
682
Landmark Financial Advisors
Kentucky
$335K
Financial Engines Advisors
683
Financial Engines Advisors
California
$333K -$18.2K -436 -5%
Wealth Enhancement Advisory Services
684
Wealth Enhancement Advisory Services
Minnesota
$333K
BC
685
Burney Company
Virginia
$328K +$44.5K +1,064 +16%
TCOV
686
Trust Company of Vermont
Vermont
$322K +$41.8K +1,000 +15%
HWA
687
Heritage Wealth Advisors
Virginia
$320K +$6.35K +152 +2%
SBH
688
Segall Bryant & Hamill
Illinois
$318K -$5.35K -128 -2%
NEGWA
689
New England Guild Wealth Advisors
Connecticut
$318K +$109K +2,616 +53%
CC
690
Claybrook Capital
Massachusetts
$317K
NB
691
Nicolet Bankshares
Wisconsin
$315K +$90.6K +2,168 +40%
BFA
692
Beaumont Financial Advisors
Massachusetts
$312K -$132K -3,160 -30%
TI
693
Trexquant Investment
Connecticut
$311K +$310K +7,420 New
DHFB
694
Dixon Hubard Feinour & Brown
Virginia
$308K -$7.19K -172 -2%
HNB
695
Huntington National Bank
Ohio
$307K
CFA
696
Carroll Financial Associates
North Carolina
$306K
PA
697
Parkside Advisors
California
$305K -$17K -408 -5%
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$304K -$110K -2,640 -27%
FLA
699
Financial Life Advisors
Texas
$304K +$93.9K +2,248 +45%
MCG
700
McCollum Christoferson Group
New York
$302K -$92.6K -2,216 -24%