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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1276
Jacobi Capital Management
Pennsylvania
$296K -$119K -2,328 -29%
PAM
1277
Private Asset Management
California
$296K -$62.8K -1,232 -18%
EAM
1278
Evanson Asset Management
California
$296K -$97.2K -1,908 -25%
LMKC
1279
L.M. Kohn & Company
Ohio
$295K -$2.04K -40 -0.7%
PEA
1280
Park Edge Advisors
Ohio
$295K +$295K +5,784 New
ASFA
1281
All Season Financial Advisors
Colorado
$292K +$292K +5,728 New
NC
1282
NewSquare Capital
Pennsylvania
$292K -$11.6K -228 -4%
CAM
1283
Congress Asset Management
Massachusetts
$291K
HVP
1284
Hudson Value Partners
Florida
$290K
TT
1285
TI-Trust
Illinois
$290K +$290K +5,684 New
WFA
1286
WMG Financial Advisors
Tennessee
$289K -$3.87K -76 -1%
SIAG
1287
Safeguard Investment Advisory Group
California
$287K +$3.26K +64 +1%
LTL
1288
Lowery Thomas LLC
California
$287K +$1.63K +32 +0.6%
SW
1289
SkyOak Wealth
Michigan
$286K +$20.4K +400 +8%
CAM
1290
Concorde Asset Management
Michigan
$286K +$1.43K +28 +0.5%
FIB
1291
First Interstate Bank
Montana
$285K -$8.35K -164 -3%
SIM
1292
Sterling Investment Management
Arizona
$284K +$20.6K +404 +8%
BMD
1293
Better Money Decisions
New Mexico
$284K +$1.43K +28 +0.5%
NRC
1294
New Republic Capital
North Carolina
$284K +$283K +5,564 New
TFA
1295
Triad Financial Advisors
North Carolina
$283K +$283K +5,548 New
AIMC
1296
Alley Investment Management Company
Illinois
$282K +$282K +5,536 New
PWM
1297
Penobscot Wealth Management
Maine
$281K -$21.4K -420 -7%
FNBOMD
1298
First National Bank of Mount Dora
Florida
$281K
BAM
1299
Byrne Asset Management
New Jersey
$280K +$12K +236 +4%
FPCG
1300
Fort Pitt Capital Group
Pennsylvania
$280K