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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
776
Cantor Fitzgerald Investment Advisors
New York
$825K -$51K -880 -6%
EFG
777
Everhart Financial Group
Ohio
$822K +$13.7K +236 +2%
SWP
778
Summit Wealth Partners
Florida
$818K -$57K -984 -7%
MFG
779
MidWestOne Financial Group
Iowa
$813K -$10.7K -184 -1%
IWA
780
Inspirion Wealth Advisors
Illinois
$806K
GSAM
781
Grant Street Asset Management
Pennsylvania
$797K +$4.57M +78,832 +361%
OSAM
782
O'Shaughnessy Asset Management
Connecticut
$795K +$4.64K +80 +0.6%
SC
783
Schoolcraft Capital
Colorado
$786K +$53.1K +916 +7%
Lazard Asset Management
784
Lazard Asset Management
New York
$785K +$56.8K +980 +8%
CFMC
785
Curbstone Financial Management Corp
New Hampshire
$783K
CC
786
Callan Capital
California
$781K -$566K -9,768 -43%
IBOK
787
Independence Bank of Kentucky
Kentucky
$777K -$24.3K -420 -3%
WA
788
Wealth Architects
California
$775K
PLU
789
Performa Ltd (US)
South Carolina
$775K +$757K +13,056 New
LPIC
790
LeJeune Puetz Investment Counsel
Michigan
$773K
BHIC
791
Bassett Hargrove Investment Counsel
Delaware
$772K +$754K +13,008 New
VFIC
792
Valley Forge Investment Consultants
Pennsylvania
$771K +$19.7K +340 +3%
KF
793
Krilogy Financial
Missouri
$769K +$160K +2,756 +27%
MFWM
794
Motley Fool Wealth Management
Virginia
$766K -$1.62K -28 -0.2%
OFS
795
Oldfather Financial Services
Nebraska
$766K +$90.6K +1,564 +14%
RCAG
796
Rehmann Capital Advisory Group
Michigan
$764K +$695 +12 +0.1%
RWM
797
Ritholtz Wealth Management
New York
$762K +$250K +4,308 +51%
GSIS
798
Global Strategic Investment Solutions
Arizona
$760K +$63.5K +1,096 +9%
AL
799
Aspiriant LLC
California
$758K +$741K +12,792 New
ARC
800
Advisor Resource Council
Texas
$756K +$738K +12,740 New