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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
876
Independence Bank of Kentucky
Kentucky
$913K +$12.5K +200 +1%
KF
877
Krilogy Financial
Missouri
$911K +$55.7K +888 +7%
FCBT
878
First Citizens Bank & Trust
North Carolina
$902K +$31.6K +504 +4%
EFA
879
Evernest Financial Advisors
Indiana
$901K +$964K +15,372 New
AUB
880
Atlantic Union Bankshares
Virginia
$898K
SCG
881
Sonata Capital Group
Washington
$897K
HFS
882
Heritage Financial Services
Massachusetts
$897K +$883K +14,092 New
SWP
883
Summit Wealth Partners
Florida
$896K +$9.28K +148 +1%
V
884
VeraBank
Texas
$890K -$1.04M -16,576 -54%
CC
885
Courier Capital
New York
$889K +$72.7K +1,160 +9%
NS
886
Newman & Schimel
Illinois
$887K +$126K +2,012 +17%
CFIA
887
Cantor Fitzgerald Investment Advisors
New York
$885K -$1.75K -28 -0.2%
FA
888
Faithward Advisors
Pennsylvania
$881K -$24.3K -388 -3%
ECM
889
Evergreen Capital Management
Washington
$875K
MFG
890
MidWestOne Financial Group
Iowa
$873K
SWM
891
SFG Wealth Management
Maryland
$873K +$859K +13,700 New
OSAM
892
O'Shaughnessy Asset Management
Connecticut
$869K +$15.3K +244 +2%
IMOV
893
Investment Management of Virginia
Virginia
$867K +$853K +13,608 New
DFA
894
DHK Financial Advisors
New Hampshire
$867K +$854K +13,616 New
Lazard Asset Management
895
Lazard Asset Management
New York
$866K
BRC
896
Bell Rock Capital
Delaware
$865K +$857K +13,668 New
WTB
897
Washington Trust Bank
Washington
$858K -$269K -4,284 -24%
BHIC
898
Bassett Hargrove Investment Counsel
Delaware
$855K +$26.1K +416 +3%
DWMG
899
DB Wealth Management Group
California
$853K -$58.4K -932 -7%
LA
900
LexAurum Advisors
Kansas
$853K +$121K +1,932 +17%