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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
801
Crewe Advisors
Utah
$328K
MCM
802
Mengis Capital Management
Oregon
$323K
CHC
803
City Holding Co
West Virginia
$323K +$153K +3,500 +91%
QAM
804
QCI Asset Management
New York
$322K +$15.9K +364 +5%
WA
805
Wambolt & Associates
Colorado
$319K -$24.9K -572 -7%
ADL
806
Asset Dedication LLC
California
$319K +$174 +4 +0.1%
GCP
807
Gill Capital Partners
Colorado
$319K +$31.6K +724 +11%
SAM
808
Summit Asset Management
Tennessee
$315K -$10.5K -240 -3%
GIA
809
GHP Investment Advisors
Colorado
$313K +$8.89K +204 +3%
AP
810
Americana Partners
Texas
$312K
AP
811
Arlington Partners
Alabama
$312K
GD
812
Grandfield & Dodd
New York
$310K -$133K -3,060 -30%
SCA
813
Stokes Capital Advisors
South Carolina
$310K
BFA
814
Beacon Financial Advisory
Ohio
$310K +$523 +12 +0.2%
FGA
815
Fortis Group Advisors
New Jersey
$310K +$307K +7,056 New
NAM
816
NTV Asset Management
West Virginia
$307K -$17.4K -400 -5%
RWP
817
RWA Wealth Partners
Massachusetts
$306K -$108K -2,480 -26%
IA
818
IFG Advisory
Georgia
$305K -$21.6K -496 -7%
MC
819
Moors & Cabot
Massachusetts
$303K -$697 -16 -0.2%
VFA
820
Valeo Financial Advisors
Indiana
$302K -$3.27M -75,096 -92%
RWM
821
Raffa Wealth Management
District of Columbia
$300K +$1.22K +28 +0.4%
NFG
822
NewFocus Financial Group
Washington
$300K -$7.5K -172 -2%
SFG
823
SNS Financial Group
Minnesota
$299K +$80.2K +1,840 +37%
KBFS
824
Kohmann Bosshard Financial Services
Ohio
$298K -$42.4K -972 -13%
HWM
825
Howard Wealth Management
Connecticut
$296K -$35.2K -808 -11%