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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
1101
Clarius Group LLC
Washington
$221K
LGA
1102
Lebenthal Global Advisors
New York
$221K +$169K +3,116 +349%
CCM
1103
Coerente Capital Management
Ontario, Canada
$221K +$217K +4,000 New
PGIM
1104
Pacific Global Investment Management
California
$220K
SWPG
1105
Strategic Wealth Partners Group
Illinois
$220K +$216K +3,976 New
EW
1106
Element Wealth
Mississippi
$219K
HFA
1107
Hoover Financial Advisors
Pennsylvania
$219K +$23.7K +436 +13%
NEPWA
1108
New England Private Wealth Advisors
Massachusetts
$219K +$214K +3,948 New
PA
1109
Probity Advisors
Texas
$218K +$214K +3,940 New
EPP
1110
ETF Portfolio Partners
Kansas
$216K
Jane Street
1111
Jane Street
New York
$214K -$19.7M -362,888 -99%
PFBT
1112
Parkside Financial Bank & Trust
Missouri
$214K +$25.2K +464 +14%
JCM
1113
Janney Capital Management
Pennsylvania
$214K +$209K +3,860 New
NB
1114
Nicolet Bankshares
Wisconsin
$214K +$210K +3,868 New
FBFS
1115
First Business Financial Services
Wisconsin
$214K +$210K +3,876 New
LNWTC
1116
Laird Norton Wetherby Trust Company
Washington
$213K
VWM
1117
Venturi Wealth Management
Texas
$212K -$7.29M -134,364 -97%
FIA
1118
Foundations Investment Advisors
Arizona
$212K +$203K +3,748 New
OBWP
1119
O'Brien Wealth Partners
Massachusetts
$210K +$201K +3,700 New
WPC
1120
Waters Parkerson & Co
Louisiana
$210K +$206K +3,804 New
VAS
1121
Vestmark Advisory Solutions
Massachusetts
$209K -$9.12K -168 -4%
BMCM
1122
Bryn Mawr Capital Management
Pennsylvania
$209K +$205K +3,772 New
PL
1123
Parthenon LLC
Kentucky
$208K -$95.7K -1,764 -32%
PP
1124
Patron Partners
Texas
$205K +$202K +3,716 New
SWM
1125
Sugarloaf Wealth Management
Georgia
$204K -$191K -3,528 -96%