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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
1726
Carlton Hofferkamp & Jenks Wealth Management
Texas
$347K – – –
CNBTD
1727
Citizens National Bank Trust Department
Mississippi
$346K – – –
VC
1728
Vicus Capital
Pennsylvania
$345K +$15.8K +220 +5%
Zacks Investment Management
1729
Zacks Investment Management
Illinois
$344K +$61.5K +856 +22%
SFG
1730
Snider Financial Group
Washington
$344K – – –
AWAG
1731
ARS Wealth Advisors Group
Florida
$343K -$54.9K -764 -14%
OPPS
1732
Obsidian Personal Planning Solutions
Maryland
$342K – – –
PP
1733
Prosperity Planning
Missouri
$342K -$5.17K -72 -2%
PWM
1734
Penobscot Wealth Management
Maine
$341K -$20.1K -280 -6%
DCM
1735
DGS Capital Management
New Jersey
$340K -$34.8K -484 -9%
CIM
1736
Cambria Investment Management
California
$340K +$332K +4,624 New
Silvercrest Asset Management
1737
Silvercrest Asset Management
New York
$339K +$13.2K +184 +4%
CC
1738
Cadinha & Co
Hawaii
$338K -$58K -808 -15%
WP
1739
WealthShield Partners
North Carolina
$337K – – –
CAAM
1740
Cornerstone Advisors Asset Management
Pennsylvania
$337K – – –
AL
1741
ADE LLC
Maryland
$336K +$42.5K +592 +15%
SPW
1742
Sonoma Private Wealth
California
$335K +$27.9K +388 +9%
RA
1743
Riversedge Advisors
Delaware
$335K +$74.1K +1,032 +29%
FG
1744
Fiduciary Group
Georgia
$334K +$326K +4,544 New
SFC
1745
SYM Financial Corp
Indiana
$333K -$17.2K -240 -5%
PAM
1746
PCG Asset Management
New Jersey
$333K +$14.4K +200 +5%
PCP
1747
Proficio Capital Partners
Massachusetts
$331K +$324K +4,512 New
JSA
1748
Jim Saulnier & Associates
Colorado
$331K +$323K +4,504 New
DI
1749
Disciplined Investors
Texas
$330K +$323K +4,496 New
CAG
1750
Compass Advisory Group
New York
$330K – – –