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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1426
Industrial Alliance Investment Management
Quebec, Canada
$193K -$160K -3,016 -45%
PMFA
1427
Plante Moran Financial Advisors
Michigan
$189K +$64.3K +1,208 +51%
NSIM
1428
North Star Investment Management
Illinois
$187K – – –
SHIM
1429
Stone House Investment Management
Pennsylvania
$186K +$188K +3,532 New
TWM
1430
Tradition Wealth Management
Minnesota
$181K -$2.98K -56 -2%
IFAM
1431
Institutional & Family Asset Management
Colorado
$180K – – –
Edmond de Rothschild Holding
1432
Edmond de Rothschild Holding
Switzerland
$180K – – –
WIM
1433
Westside Investment Management
California
$179K +$10.6K +200 +6%
TC
1434
Trust Company
Kansas
$178K – – –
C
1435
Covestor
United Kingdom
$175K +$7.87K +148 +5%
AlphaCore Capital
1436
AlphaCore Capital
California
$172K – – –
APW
1437
Acima Private Wealth
Virginia
$172K – – –
CYG
1438
Clean Yield Group
Vermont
$170K -$21.3K -400 -11%
Kayne Anderson Rudnick Investment Management
1439
Kayne Anderson Rudnick Investment Management
California
$170K +$77.7K +1,460 +83%
KFI
1440
Key Financial Inc
Pennsylvania
$169K +$27.7K +520 +19%
CMBA
1441
C.M. Bidwell & Associates
Hawaii
$169K – – –
PCM
1442
Pointe Capital Management
Michigan
$165K +$167K +3,136 New
HC
1443
Hoese & Co
Minnesota
$150K – – –
SN
1444
Sittner & Nelson
Oregon
$149K +$30.6K +576 +26%
Baker Avenue Asset Management
1445
Baker Avenue Asset Management
California
$149K +$10.4K +196 +7%
CSWM
1446
Cassady Schiller Wealth Management
Ohio
$148K +$16.8K +316 +13%
AIC
1447
Archer Investment Corporation
Indiana
$145K – – –
GWSG
1448
GPS Wealth Strategies Group
Colorado
$143K +$145K +2,720 New
SWM
1449
Sugarloaf Wealth Management
Georgia
$141K -$37.9K -712 -21%
GIA
1450
Goodwin Investment Advisory
Georgia
$140K +$91.5K +1,720 +183%