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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1901
Key Financial Inc
Pennsylvania
$250K +$27.3K +380 +13%
EA
1902
Ellsworth Advisors
Ohio
$250K +$1.72K +24 +0.7%
SL
1903
Sentry LLC
Tennessee
$250K – – –
FHC
1904
First Heartland Consultants
Missouri
$247K +$7.47K +104 +3%
BW
1905
BostonPremier Wealth
Massachusetts
$247K +$241K +3,360 New
RCM
1906
Richardson Capital Management
Wisconsin
$246K +$41.7K +580 +21%
VWM
1907
Vermillion Wealth Management
Minnesota
$246K – – –
MCM
1908
Mendel Capital Management
Arkansas
$244K – – –
APG
1909
Abacus Planning Group
South Carolina
$244K – – –
PCM
1910
Passive Capital Management
Maryland
$244K – – –
SN
1911
Sittner & Nelson
Oregon
$244K – – –
Obermeyer Wealth Partners
1912
Obermeyer Wealth Partners
Colorado
$243K -$29.9K -416 -11%
TIAAOA
1913
Teachers Insurance & Annuity Association of America
New York
$243K – – –
CNFG
1914
Creegan & Nassoura Financial Group
New Hampshire
$242K – – –
BWG
1915
Balanced Wealth Group
Ohio
$242K -$13.8K -192 -5%
IAS
1916
Integrity Advisory Solutions
Texas
$241K +$236K +3,288 New
M1FG
1917
Mach-1 Financial Group
Arkansas
$241K +$236K +3,288 New
FCC
1918
Flower City Capital
New York
$241K – – –
DFA
1919
DHJJ Financial Advisors
Illinois
$241K -$3.45K -48 -1%
SS
1920
Sound Stewardship
Kansas
$241K +$575 +8 +0.2%
PMSA
1921
Patrick M. Sweeney & Associates
Illinois
$239K – – –
PAMG
1922
Patton Albertson Miller Group
Tennessee
$239K -$4.31K -60 -2%
CCA
1923
Cypress Capital Advisors
Tennessee
$238K – – –
Greenleaf Trust
1924
Greenleaf Trust
Michigan
$238K – – –
SGI
1925
Summit Global Investments
Utah
$238K +$287 +4 +0.1%