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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$391K +$165K +2,728 +70%
EA
1002
Ellsworth Advisors
Ohio
$390K -$7.25K -120 -2%
HWM
1003
Howard Wealth Management
Connecticut
$390K
TVWM
1004
Tower View Wealth Management
Wisconsin
$387K -$10.9K -180 -3%
PWW
1005
Pettyjohn Wood & White
Virginia
$387K +$483 +8 +0.1%
ECG
1006
EPIQ Capital Group
California
$385K +$967 +16 +0.2%
GM
1007
GeoWealth Management
Illinois
$385K +$393K +6,508 New
Chevy Chase Trust
1008
Chevy Chase Trust
Maryland
$384K -$49.5K -820 -11%
CAM
1009
Concorde Asset Management
Michigan
$384K +$725 +12 +0.2%
GP
1010
Girard Partners
Pennsylvania
$383K -$55.1K -912 -12%
PFSC
1011
Peoples Financial Services Corp
Pennsylvania
$383K +$57.5K +952 +17%
BC
1012
Burney Company
Virginia
$381K -$42.1K -696 -10%
PB
1013
Pinnacle Bancorp
Nebraska
$379K +$88.2K +1,460 +30%
HCM
1014
Hutchinson Capital Management
California
$375K
TLFA
1015
True Link Financial Advisors
California
$375K
CAG
1016
Compass Advisory Group
New York
$375K +$52.2K +864 +16%
CAM
1017
Congress Asset Management
Massachusetts
$374K -$58K -960 -13%
MWP
1018
Meridian Wealth Partners
Pennsylvania
$374K -$4.59K -76 -1%
RPGK
1019
Retirement Planning Group (Kansas)
Kansas
$372K +$9.67K +160 +3%
OWA
1020
One Wealth Advisors
California
$371K
WCWM
1021
Willow Creek Wealth Management
California
$370K
FAT
1022
First American Trust
California
$370K +$378K +6,248 New
9WM
1023
9258 Wealth Management
Ohio
$368K
WDC
1024
Woodward Diversified Capital
California
$365K
CA
1025
Calton & Associates
Florida
$365K +$373K +6,172 New