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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
901
Geneos Wealth Management
Colorado
$851K -$10.6M -179,968 -93%
CT
902
Cambridge Trust
Massachusetts
$846K -$269K -4,588 -24%
CFIA
903
Cantor Fitzgerald Investment Advisors
New York
$841K +$15K +256 +2%
FRA
904
Frank Rimerman Advisors
California
$839K +$291K +4,964 +54%
OFS
905
Oldfather Financial Services
Nebraska
$836K +$47.4K +808 +6%
RCAG
906
Rehmann Capital Advisory Group
Michigan
$833K +$64.8K +1,104 +9%
EFG
907
Everhart Financial Group
Ohio
$832K -$26.8K -456 -3%
KF
908
Krilogy Financial
Missouri
$830K -$20.7K -352 -2%
BRC
909
Bell Rock Capital
Delaware
$829K +$36.8K +628 +5%
BHIC
910
Bassett Hargrove Investment Counsel
Delaware
$820K +$21.1K +360 +3%
ECM
911
Evergreen Capital Management
Washington
$817K
FCC
912
Flower City Capital
New York
$817K +$24.9K +424 +3%
OFG
913
Oxford Financial Group
Indiana
$817K +$193K +3,288 +31%
TWP
914
Transparent Wealth Partners
Arkansas
$815K -$10.5M -178,124 -93%
AUB
915
Atlantic Union Bankshares
Virginia
$815K -$23.5K -400 -3%
DFA
916
DHK Financial Advisors
New Hampshire
$815K +$5.63K +96 +0.7%
SIG
917
Stonegate Investment Group
Alabama
$814K +$168K +2,864 +26%
IMOV
918
Investment Management of Virginia
Virginia
$809K
Lazard Asset Management
919
Lazard Asset Management
New York
$808K
CW
920
Cook Wealth
North Carolina
$806K +$154K +2,632 +22%
SCA
921
Snowden Capital Advisors
New York
$805K +$628K +10,708 +378%
DWMG
922
DB Wealth Management Group
California
$801K +$5.16K +88 +0.7%
MFG
923
Merit Financial Group
Georgia
$799K +$481K +8,192 +156%
FA
924
Faithward Advisors
Pennsylvania
$792K -$30.3K -516 -4%
CFMC
925
Curbstone Financial Management Corp
New Hampshire
$785K