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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1076
Lazard Asset Management
New York
$790K
PB
1077
Pinnacle Bancorp
Nebraska
$789K +$21.4K +400 +3%
Fisher Asset Management
1078
Fisher Asset Management
Washington
$788K +$10.5K +196 +1%
PCS
1079
Private Client Services
Kentucky
$788K +$724K +13,544 New
FCB
1080
First County Bank
Connecticut
$784K -$284K -5,312 -28%
AFG
1081
Allegheny Financial Group
Pennsylvania
$781K +$45.7K +856 +7%
APWM
1082
Atlas Private Wealth Management
New York
$779K -$4.27M -79,848 -86%
RIA
1083
Realta Investment Advisors
Delaware
$771K -$333K -6,228 -32%
VFIC
1084
Valley Forge Investment Consultants
Pennsylvania
$769K +$2.99K +56 +0.4%
CT
1085
Cambridge Trust
Massachusetts
$768K -$12K -224 -2%
KWS
1086
Keystone Wealth Services
California
$767K -$458K -8,564 -39%
TIA
1087
Traphagen Investment Advisors
New Jersey
$767K +$214 +4 +0%
LPT
1088
Legacy Private Trust
Wisconsin
$766K +$61.5K +1,152 +10%
NAM
1089
NTV Asset Management
West Virginia
$765K
RH
1090
RFG Holdings
Texas
$763K +$701K +13,112 New
AI
1091
Accredited Investors
Minnesota
$760K +$188K +3,516 +37%
LW
1092
Libra Wealth
California
$753K +$79.1K +1,480 +13%
FNBT
1093
FineMark National Bank & Trust
Florida
$753K -$28.4K -532 -4%
RTC
1094
Riverview Trust Company
Washington
$749K +$677K +12,672 +5,977%
BWCS
1095
Beirne Wealth Consulting Services
Connecticut
$749K +$688K +12,872 New
RWM
1096
Ritholtz Wealth Management
New York
$749K +$172K +3,216 +33%
CSPAM
1097
Cary Street Partners Asset Management
Virginia
$746K +$117K +2,196 +21%
WA
1098
WBH Advisory
Maryland
$745K -$21.2K -396 -3%
FCH
1099
Freestone Capital Holdings
Washington
$745K +$418K +7,832 +158%
SHFA
1100
SC&H Financial Advisors
Maryland
$743K