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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
751
Arkadios Wealth Advisors
Georgia
$2.14M -$8.91M -146,600 -81%
IFG
752
Independent Financial Group
California
$2.13M +$185K +3,052 +9%
RI
753
Ridgewood Investments
New Jersey
$2.13M -$108K -1,772 -5%
Wealthfront Advisers
754
Wealthfront Advisers
California
$2.12M -$47.4K -780 -2%
IP
755
Intellectus Partners
California
$2.11M -$97.2K -1,600 -4%
Vanguard Personalized Indexing Management
756
Vanguard Personalized Indexing Management
California
$2.11M +$509K +8,384 +32%
CDH
757
Charles D. Hyman
$2.1M
BA
758
BCM Advisors
Louisiana
$2.1M +$251K +4,128 +14%
CSB
759
City State Bank
Iowa
$2.09M +$130K +2,132 +7%
PCS
760
Private Client Services
Kentucky
$2.09M -$1.95K -32 -0.1%
DWM
761
Defined Wealth Management
Oregon
$2.09M -$8.27K -136 -0.4%
LFAS
762
Level Four Advisory Services
Texas
$2.08M +$995K +16,372 +91%
DIA
763
Dana Investment Advisors
Wisconsin
$2.08M -$46.7K -768 -2%
BWM
764
Boyd Wealth Management
California
$2.06M -$9.48K -156 -0.5%
GLLW
765
Graves Light Lenhart Wealth
Virginia
$2.04M -$20.7K -340 -1%
MFWP
766
Mosaic Family Wealth Partners
Missouri
$2.03M +$445K +7,324 +28%
IA
767
IFG Advisors
Missouri
$2.03M +$49.3K +812 +2%
PG
768
Patten Group
Tennessee
$2.03M +$7.54K +124 +0.4%
OSAM
769
O'Shaughnessy Asset Management
Connecticut
$2.02M +$777K +12,792 +62%
IC
770
IEQ Capital
California
$2.01M +$589K +9,688 +41%
FL
771
FreeGulliver LLC
Louisiana
$2.01M +$617K +10,148 +44%
FLPIM
772
F.L. Putnam Investment Management
Massachusetts
$2M -$211K -3,464 -9%
HTC
773
Haverford Trust Company
Pennsylvania
$2M +$72K +1,184 +4%
ESB
774
Essex Savings Bank
Connecticut
$1.99M +$151K +2,484 +8%
BlackRock
775
BlackRock
New York
$1.98M +$1.78M +29,280 +838%