VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
776
Sowell Financial Services
Arkansas
– -$1.35M -33,672 Closed
BC
777
Burney Company
Virginia
– -$910K -23,080 Closed
SEI Investments
778
SEI Investments
Pennsylvania
– -$705K -17,880 Closed
HPC
779
HM Payson & Co
Maine
– -$682K -17,304 Closed
LFS
780
Legacy Financial Strategies
Kansas
– -$603K -15,304 Closed
LSAG
781
Lake Street Advisors Group
New Hampshire
– -$561K -14,228 Closed
HFA
782
High Falls Advisors
New York
– -$393K -9,964 Closed
CFA
783
Cahill Financial Advisors
Minnesota
– -$354K -8,968 Closed
OPCM
784
Osborne Partners Capital Management
California
– -$268K -6,804 Closed
PC
785
Palo Capital
California
– -$262K -6,652 Closed
AWA
786
Acorn Wealth Advisors
Michigan
– -$207K -5,248 Closed
CT
787
Cambridge Trust
Massachusetts
– -$206K -5,236 Closed
AIM
788
Acropolis Investment Management
Missouri
– -$190K -4,832 Closed
BCA
789
Bay Colony Advisors
Massachusetts
– -$149K -3,768 Closed
HDIM
790
Hanson & Doremus Investment Management
Vermont
– -$86K -2,188 Closed
AA
791
Apriem Advisors
California
– -$43K -1,100 Closed
LC
792
Landaas & Company
Wisconsin
– -$38K -976 Closed
PRS
793
Pinkerton Retirement Specialists
Idaho
– -$32K -800 Closed
KCPG
794
Kavar Capital Partners Group
Kansas
– -$24K -612 Closed
1832 Asset Management
795
1832 Asset Management
Ontario, Canada
– -$24K -600 Closed
SAM
796
Shamrock Asset Management
Texas
– -$20K -520 Closed
SWP
797
Strategic Wealth Partners
Ohio
– -$20K -516 Closed
PWAG
798
Polaris Wealth Advisory Group
California
– -$17K -448 Closed
CDIA
799
Capital Directions Investment Advisors
Georgia
– -$12K -292 Closed
GFP
800
Gryphon Financial Partners
Ohio
– -$12K -292 Closed