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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
926
Sovereign Financial Group
Connecticut
$348K +$326K +6,732 New
CBT
927
Capital Bank & Trust
California
$346K +$324K +6,684 New
ACM
928
Ategra Capital Management
Virginia
$345K – – –
SFSIG
929
San Francisco Sentry Investment Group
California
$345K +$35.8K +740 +12%
GHAM
930
Gilman Hill Asset Management
Connecticut
$337K – – –
CSPAM
931
Cary Street Partners Asset Management
Virginia
$337K +$316K +6,528 New
WDC
932
Woodward Diversified Capital
California
$335K +$314K +6,484 New
HWM
933
Howard Wealth Management
Connecticut
$334K -$12.6K -260 -4%
IWMA
934
Ironwood Wealth Management (Arizona)
Arizona
$334K – – –
TLFA
935
True Link Financial Advisors
California
$334K +$313K +6,456 New
ECG
936
EPIQ Capital Group
California
$333K +$1.55K +32 +0.5%
Burney Company
937
Burney Company
Virginia
$333K +$14.3K +296 +5%
Aptus Capital Advisors
938
Aptus Capital Advisors
Alabama
$332K -$1.32M -27,192 -81%
Accredited Investors
939
Accredited Investors
Minnesota
$332K – – –
PWW
940
Pettyjohn Wood & White
Virginia
$331K +$5.04K +104 +2%
Silvercrest Asset Management
941
Silvercrest Asset Management
New York
$330K +$27.3K +564 +10%
NFG
942
NewFocus Financial Group
Washington
$329K -$21.3K -440 -6%
HCM
943
Hutchinson Capital Management
California
$328K – – –
SFP
944
Strategic Financial Partners
Oregon
$327K -$6K -124 -2%
KM
945
Kalos Management
Georgia
$323K +$194 +4 +0.1%
MAS
946
Madden Advisory Services
Florida
$322K -$135K -2,788 -31%
Members Trust
947
Members Trust
Florida
$322K +$15.5K +320 +5%
MWP
948
Meridian Wealth Partners
Pennsylvania
$321K -$14.9K -308 -5%
Fort Pitt Capital Group
949
Fort Pitt Capital Group
Pennsylvania
$315K -$72.2K -1,492 -20%
FFWA
950
FRG Family Wealth Advisors
Washington
$315K – – –