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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
801
Evensky & Katz
Florida
$136K
PFGIA
802
Patriot Financial Group Insurance Agency
Massachusetts
$135K +$78.9K +1,928 +148%
FM
803
Family Management
New York
$129K +$126K +3,080 New
AIM
804
Axiom Investment Management
New York
$128K
KBFS
805
Kohmann Bosshard Financial Services
Ohio
$128K
GTAM
806
Global Trust Asset Management
Florida
$123K -$23.7K -580 -16%
PC
807
Permanens Capital
New York
$123K
SMFS
808
Squar Milner Financial Services
California
$123K
SAS
809
Stelac Advisory Services
New York
$117K +$115K +2,800 New
PMFA
810
Plante Moran Financial Advisors
Michigan
$112K -$9.82K -240 -8%
APW
811
Acima Private Wealth
Virginia
$111K
LWM
812
Liberty Wealth Management
California
$110K +$27.3K +668 +34%
FMTCOCP
813
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$103K -$77.7K -1,900 -44%
CWA
814
Clarus Wealth Advisors
Arizona
$103K -$11K -268 -10%
OSNBOA
815
Old Second National Bank of Aurora
Illinois
$99K -$4.26K -104 -4%
KCPG
816
Kavar Capital Partners Group
Kansas
$96K +$94K +2,296 New
DOA
817
D'Orazio & Associates
Virginia
$94K
TL
818
TrueWealth LLC
Georgia
$88K +$164 +4 +0.2%
PWP
819
Personal Wealth Partners
Minnesota
$87K +$85.1K +2,080 New
BNP Paribas Financial Markets
820
BNP Paribas Financial Markets
France
$86.6K -$2.65M -64,848 -97%
KPCM
821
Kings Point Capital Management
New York
$84K
RWA
822
Redhawk Wealth Advisors
Minnesota
$84K +$81.8K +2,000 New
AF
823
Allworth Financial
California
$83K -$30K -732 -27%
LWANC
824
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K
LF
825
Lee Financial
Texas
$67K