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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1876
Frazier Financial Advisors
Ohio
$398K +$853 +11 +0.2%
SFA
1877
Seneca Financial Advisors
New York
$398K +$155 +2 +0%
TBNY
1878
Trustco Bank (New York)
New York
$397K – – –
XPN
1879
XY Planning Network
Montana
$396K +$130K +1,681 +52%
CICC
1880
Capital Investment Counsel (Colorado)
Colorado
$395K -$154K -1,984 -29%
ARA
1881
Approach Retirement Advisors
Alabama
$395K +$4.11K +53 +1%
BI
1882
Breachway Investments
Rhode Island
$392K – – –
AA
1883
Argent Advisors
Louisiana
$392K -$13K -168 -3%
MPCA
1884
Madison Park Capital Advisors
Washington
$392K -$90.8K -1,171 -26%
UAG
1885
United Advisor Group
Ohio
$391K -$3.8K -49 -1%
GWAM
1886
Guardian Wealth Advisors (Minnesota)
Minnesota
$390K -$233 -3 -0.1%
DF
1887
Dunhill Financial
United Kingdom
$389K -$171K -2,212 -31%
WPP
1888
Whalerock Point Partners
Rhode Island
$388K -$15.5K -200 -4%
UB
1889
Umpqua Bank
Oregon
$388K -$31.2K -402 -8%
MAM
1890
Madison Asset Management
Wisconsin
$387K -$105K -1,352 -22%
Kovitz Investment Group Partners
1891
Kovitz Investment Group Partners
Illinois
$386K +$35K +451 +10%
CHJWM
1892
Carlton Hofferkamp & Jenks Wealth Management
Texas
$386K -$1.08M -13,968 -74%
CCM
1893
Cambridge Capital Management
Illinois
$386K +$1.01K +13 +0.3%
YIA
1894
YHB Investment Advisors
Connecticut
$385K – – –
PA
1895
Prosperity Advisers
Pennsylvania
$384K -$45K -580 -11%
RPWA
1896
Regent Peak Wealth Advisors
Georgia
$383K +$155 +2 +0%
PWP
1897
Private Wealth Partners
California
$383K – – –
SRWM
1898
Shira Ridge Wealth Management
California
$383K -$171K -2,201 -32%
KFA
1899
Kapstone Financial Advisors
Ohio
$382K +$368K +4,744 New
CPA
1900
Cathy Pareto & Associates
Florida
$382K +$53.9K +695 +17%