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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
701
Certified Advisory Corp
Florida
$343K +$236K +5,704 +121%
TFF
702
The Family Firm
Maryland
$342K -$131K -3,160 -23%
Vanguard Group
703
Vanguard Group
Pennsylvania
$341K -$12.3K -296 -3%
KLI
704
Kelman-Lazarov Inc
Tennessee
$340K +$428K +10,340 New
BPB
705
Badgley, Phelps & Bell
Washington
$337K +$164K +3,972 +64%
RIS
706
Retirement Income Solutions
Michigan
$336K -$13.7K -332 -3%
TNB
707
Thomasville National Bank
Georgia
$336K
TCM
708
Tradewinds Capital Management
Washington
$335K -$45.2K -1,092 -10%
GG
709
Gofen & Glossberg
Illinois
$335K -$9.11K -220 -2%
DDC
710
DF Dent & Co
Maryland
$333K +$420K +10,132 New
QCM
711
Quest Capital Management
Texas
$332K +$417K +10,080 New
MWM
712
Mission Wealth Management
California
$331K +$67.3K +1,624 +19%
RMAM
713
Raab & Moskowitz Asset Management
New Jersey
$329K -$204K -4,920 -33%
CCA
714
Clearwater Capital Advisors
Illinois
$327K -$73.4K -1,772 -15%
HFA
715
Huber Financial Advisors
Illinois
$326K
SF
716
Summit Financial
New Jersey
$324K
BAS
717
Brown Advisory Securities
Maryland
$324K -$530K -12,796 -57%
PMFA
718
Plante Moran Financial Advisors
Michigan
$319K +$397K +9,592 +9,992%
MAS
719
Madden Advisory Services
Florida
$319K +$403K +9,720 New
TA
720
TFG Advisers
Michigan
$317K +$1.99K +48 +0.5%
DI
721
Diligent Investors
California
$315K
BWP
722
Bernardo Wealth Planning
Pennsylvania
$313K
BCM
723
Brookstone Capital Management
Illinois
$313K +$89.9K +2,172 +30%
PG
724
Proffitt & Goodson
Tennessee
$313K +$98.2K +2,372 +33%
IBOK
725
Independence Bank of Kentucky
Kentucky
$312K +$141K +3,404 +56%