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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
776
Lazard Asset Management
New York
$599K
FA
777
Fiducient Advisors
Illinois
$598K -$81.5K -1,684 -13%
RCAG
778
Rehmann Capital Advisory Group
Michigan
$597K -$1.36K -28 -0.2%
CFFP
779
Center for Financial Planning
Michigan
$594K -$28.9K -596 -5%
OC
780
Oakworth Capital
Alabama
$589K
CIBC World Market
781
CIBC World Market
Ontario, Canada
$588K +$113K +2,336 +26%
BFS
782
Bard Financial Services
Connecticut
$587K +$550K +11,360 New
VFIC
783
Valley Forge Investment Consultants
Pennsylvania
$584K +$547K +11,292 New
5L
784
55I LLC
Massachusetts
$582K -$343K -7,084 -39%
MG
785
Mather Group
Illinois
$581K +$4.46K +92 +0.8%
RWM
786
Ritholtz Wealth Management
New York
$580K
CCFM
787
Clear Creek Financial Management
Washington
$579K -$11.3M -233,216 -95%
MWM
788
Maltin Wealth Management
New Jersey
$577K +$99.5K +2,056 +23%
AA
789
Aufman Associates
Pennsylvania
$573K +$4.46K +92 +0.8%
TCOV
790
Trust Company of Vermont
Vermont
$569K +$74.4K +1,536 +16%
RFN
791
RDA Financial Network
Iowa
$568K -$33.7K -696 -6%
CWC
792
Carolinas Wealth Consulting
North Carolina
$565K +$476K +9,824 +880%
KFP
793
KMG Fiduciary Partners
Ohio
$560K -$17.4K -360 -3%
SC
794
Slow Capital
California
$557K +$6.58K +136 +1%
TFF
795
The Family Firm
Maryland
$556K +$2.13K +44 +0.4%
LFAS
796
Level Four Advisory Services
Texas
$553K -$50.9K -1,052 -9%
FFBTD
797
First Financial Bank - Trust Division
Ohio
$553K -$10.5K -216 -2%
LDB
798
Lee, Danner & Bass
Tennessee
$552K -$11.6K -240 -2%
LC
799
Lindbrook Capital
California
$545K -$44.5K -920 -8%
MIG
800
McGuire Investment Group
Rhode Island
$545K -$13.6K -280 -3%