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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
901
Mengis Capital Management
Oregon
$380K
BB
902
Busey Bank
Illinois
$379K -$220K -4,540 -38%
IFG
903
Investors Financial Group
Minnesota
$375K +$77.1K +1,592 +28%
ADL
904
Asset Dedication LLC
California
$374K +$387 +8 +0.1%
VFA
905
Valeo Financial Advisors
Indiana
$371K +$15.3K +316 +5%
GD
906
Grandfield & Dodd
New York
$370K +$6.78K +140 +2%
SAM
907
Summit Asset Management
Tennessee
$369K
LWM
908
Lyell Wealth Management
California
$367K +$66.2K +1,368 +24%
SB
909
Sunflower Bank
Texas
$366K +$49.2K +1,016 +17%
WP
910
WealthShield Partners
North Carolina
$365K +$32.7K +676 +11%
SCA
911
Stokes Capital Advisors
South Carolina
$363K
MSS
912
Mitchell Sinkler & Starr
Pennsylvania
$361K -$70.7K -1,460 -17%
NAM
913
NTV Asset Management
West Virginia
$360K
WA
914
Wambolt & Associates
Colorado
$359K -$14.5K -300 -4%
STA
915
Summit Trail Advisors
New York
$357K
NGA
916
Naples Global Advisors
Florida
$356K +$38.7K +800 +13%
NCM
917
Narwhal Capital Management
Georgia
$355K +$82.1K +1,696 +33%
MC
918
Moors & Cabot
Massachusetts
$354K +$387 +8 +0.1%
RWM
919
Raffa Wealth Management
District of Columbia
$354K +$1.74K +36 +0.5%
RWP
920
RWA Wealth Partners
Massachusetts
$352K -$6.58K -136 -2%
GIA
921
GHP Investment Advisors
Colorado
$351K -$14.3K -296 -4%
SPIO
922
Seven Post Investment Office
California
$351K +$329K +6,788 New
Lido Advisors
923
Lido Advisors
California
$349K -$799K -16,504 -71%
TVWM
924
Tower View Wealth Management
Wisconsin
$348K +$2.71K +56 +0.8%
CAM
925
Concorde Asset Management
Michigan
$348K +$12.6K +260 +4%