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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1601
Embree Financial Group
Illinois
$267K +$6.53K +104 +3%
DP
1602
Dearborn Partners
Illinois
$266K – – –
APW
1603
Acima Private Wealth
Virginia
$266K – – –
KCPG
1604
Kavar Capital Partners Group
Kansas
$265K +$6.03K +96 +2%
TWM
1605
Tolleson Wealth Management
Texas
$265K – – –
SAM
1606
Summit Asset Management
Tennessee
$264K – – –
FNA
1607
First National Advisers
Nebraska
$264K +$4.27K +68 +2%
SC
1608
Searle & Co
Connecticut
$264K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
1609
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$264K – – –
ASFA
1610
All Season Financial Advisors
Colorado
$263K +$8.04K +128 +3%
CWM
1611
Cedar Wealth Management
California
$263K +$12.6K +200 +5%
MAA
1612
Matrix Asset Advisors
New York
$261K +$25.4K +404 +11%
IFPG
1613
Intrepid Financial Planning Group
Indiana
$260K -$80.6K -1,284 -25%
SFP
1614
Strategic Financial Planning
Texas
$257K – – –
FTIS
1615
First Trust Investment Solutions
Florida
$257K – – –
RIP
1616
RAM Investment Partners
Washington
$257K -$204K -3,248 -45%
JCM
1617
Janney Capital Management
Pennsylvania
$255K – – –
GWA
1618
Gibson Wealth Advisors
Texas
$255K -$88.2K -1,404 -27%
NPF
1619
Norris Perne & French
Michigan
$254K – – –
UB
1620
Umpqua Bank
Oregon
$254K – – –
IF
1621
Integrity Financial
Wyoming
$253K +$17.6K +280 +8%
Tocqueville Asset Management
1622
Tocqueville Asset Management
New York
$253K +$251 +4 +0.1%
B
1623
Bensler
Washington
$253K -$18.6K -296 -7%
GWA
1624
Geometric Wealth Advisors
District of Columbia
$252K – – –
BCMLT
1625
Beacon Capital Management LLC (Tennessee)
Tennessee
$252K +$55K +876 +30%