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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1001
Lazard Asset Management
New York
$708K
IFA
1002
Interactive Financial Advisors
Illinois
$703K -$871K -15,880 -54%
FNBT
1003
FineMark National Bank & Trust
Florida
$701K +$47.6K +868 +7%
PT
1004
Plimoth Trust
Massachusetts
$701K +$17.1K +312 +2%
OBWG
1005
Onyx Bridge Wealth Group
New York
$701K +$105K +1,908 +17%
FIA
1006
Foundations Investment Advisors
Arizona
$700K -$1.05M -19,228 -59%
CT
1007
Cambridge Trust
Massachusetts
$699K +$34.2K +624 +5%
NPT
1008
Nixon Peabody Trust
Massachusetts
$698K
SWA
1009
Strata Wealth Advisors
Texas
$697K +$735K +13,396 New
Fisher Asset Management
1010
Fisher Asset Management
Washington
$695K +$183K +3,328 +33%
IA
1011
IFS Advisors
Kansas
$693K +$730K +13,312 New
ETIA
1012
Epic Trust Investment Advisors
Washington
$692K -$98.9K -1,804 -12%
OFG
1013
Oxford Financial Group
Indiana
$688K
WA
1014
WBH Advisory
Maryland
$687K -$61K -1,112 -8%
Deutsche Bank
1015
Deutsche Bank
Germany
$687K +$65.8K +1,200 +10%
TIA
1016
Traphagen Investment Advisors
New Jersey
$686K +$254K +4,628 +54%
PB
1017
Pinnacle Bancorp
Nebraska
$685K +$7.02K +128 +1%
VFIC
1018
Valley Forge Investment Consultants
Pennsylvania
$685K -$18K -328 -2%
NAM
1019
NTV Asset Management
West Virginia
$684K +$16.7K +304 +2%
FAG
1020
Fortitude Advisory Group
Washington
$683K -$13.2K -240 -2%
IA
1021
IFG Advisory
Georgia
$681K +$717K +13,076 New
RA
1022
Riverstone Advisors
Texas
$675K +$29.2K +532 +4%
BBW
1023
Blue Barn Wealth
Utah
$673K -$23K -420 -3%
OFS
1024
Oldfather Financial Services
Nebraska
$670K +$8.99K +164 +1%
SHFA
1025
SC&H Financial Advisors
Maryland
$665K