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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
926
Benchmark Wealth Management
Connecticut
$675K +$63.8K +1,180 +9%
CT
927
Cambridge Trust
Massachusetts
$674K -$29.6K -548 -4%
EFG
928
Everhart Financial Group
Ohio
$673K -$17.7K -328 -2%
KF
929
Krilogy Financial
Missouri
$671K -$17.1K -316 -2%
IMOV
930
Investment Management of Virginia
Virginia
$670K
Lazard Asset Management
931
Lazard Asset Management
New York
$669K
NB
932
Nicolet Bankshares
Wisconsin
$668K +$309K +5,720 +73%
FNB
933
Farmers National Bank
Kentucky
$659K +$34.8K +644 +5%
AFA
934
American Financial Advisors
Georgia
$658K +$456K +8,440 +172%
CFC
935
Coyle Financial Counsel
Illinois
$656K +$312K +5,776 +92%
CC
936
Callan Capital
California
$652K -$1.59M -29,512 -69%
ICP
937
Interchange Capital Partners
Pennsylvania
$652K +$185K +3,428 +35%
CFMC
938
Curbstone Financial Management Corp
New Hampshire
$650K
MSS
939
Mitchell Sinkler & Starr
Pennsylvania
$650K
FDCDDQ
940
Federation des caisses Desjardins du Quebec
Quebec, Canada
$646K
IWA
941
Inspirion Wealth Advisors
Illinois
$646K
LPIC
942
LeJeune Puetz Investment Counsel
Michigan
$646K
SIG
943
Stonegate Investment Group
Alabama
$635K -$43.2K -800 -6%
NCMW
944
Northern Capital Management (Washington)
Washington
$630K -$129K -2,380 -16%
FA
945
Faithward Advisors
Pennsylvania
$626K -$32.6K -604 -5%
PC
946
Pecaut & Co
Iowa
$624K +$143K +2,648 +26%
BWCS
947
Beirne Wealth Consulting Services
Connecticut
$624K +$200K +3,704 +41%
FI
948
Financial Insights
Washington
$616K +$676K +12,512 New
RWM
949
Ritholtz Wealth Management
New York
$615K -$34.8K -644 -5%
OPS
950
Orion Portfolio Solutions
Nebraska
$613K +$167K +3,096 +33%