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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
926
Everhart Financial Group
Ohio
$671K +$32K +612 +4%
CWM
927
Curi Wealth Management
North Carolina
$668K +$724K +13,848 +3,890%
DWMG
928
DB Wealth Management Group
California
$658K -$28.4K -544 -4%
PC
929
Pecaut & Co
Iowa
$655K +$66.5K +1,272 +10%
LA
930
Legacy Advisors
Pennsylvania
$650K +$278K +5,324 +63%
ST
931
Sabal Trust
Florida
$647K +$720K +13,776 New
ECM
932
Evergreen Capital Management
Washington
$646K -$8.99K -172 -1%
NS
933
Newman & Schimel
Illinois
$646K +$1.25K +24 +0.2%
MPCG
934
Matrix Private Capital Group
New York
$643K -$196K -3,744 -21%
PL
935
Plancorp LLC
Missouri
$642K -$61.2K -1,172 -8%
S
936
SignatureFD
Georgia
$642K -$48.3K -924 -6%
Lazard Asset Management
937
Lazard Asset Management
New York
$639K
OFG
938
Oxford Financial Group
Indiana
$638K -$9.2K -176 -1%
IMOV
939
Investment Management of Virginia
Virginia
$636K -$3.55K -68 -0.5%
NCMW
940
Northern Capital Management (Washington)
Washington
$631K +$32.8K +628 +5%
ORC
941
O'Rourke & Company
Massachusetts
$628K -$41.6K -796 -6%
TF
942
Tompkins Financial
New York
$628K +$49.8K +952 +8%
MBT
943
Montecito Bank & Trust
California
$622K -$35.1K -672 -5%
CC
944
Callan Capital
California
$618K -$4.39K -84 -0.6%
LPIC
945
LeJeune Puetz Investment Counsel
Michigan
$617K
SIG
946
Stonegate Investment Group
Alabama
$617K +$11.7K +224 +2%
NFP
947
NorthLanding Financial Partners
New York
$617K +$686K +13,136 New
FFG
948
Fullen Financial Group
Ohio
$610K +$4.81K +92 +0.8%
CA
949
Crewe Advisors
Utah
$610K +$61.2K +1,172 +10%
HGWM
950
Horst & Graben Wealth Management
Oregon
$608K +$58.3K +1,116 +9%