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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
176
Oarsman Capital
Wisconsin
$771K +$29.7K +1,072 +4%
BFEC
177
Benjamin F. Edwards & Company
Missouri
$766K -$82.1K -2,960 -10%
CWM
178
Concert Wealth Management
California
$763K -$26.4K -952 -3%
PA
179
Pinnacle Associates
New York
$754K
CIC
180
Cornercap Investment Counsel
Georgia
$753K
KFS
181
KMS Financial Services
Washington
$744K +$167K +6,004 +30%
WT
182
Whittier Trust
California
$739K -$113K -4,088 -14%
MAA
183
Managed Account Advisors
New Jersey
$725K +$709K +25,548 New
BFA
184
Bragg Financial Advisors
North Carolina
$714K -$9.44K -340 -1%
ABC
185
Associated Banc-Corp
Wisconsin
$712K +$14.2K +512 +2%
KWMG
186
King Wealth Management Group
Florida
$711K +$267K +9,612 +62%
ST
187
Spinnaker Trust
Maine
$701K +$35.6K +1,284 +5%
HS
188
Huntington Steele
Pennsylvania
$698K
MFS
189
MSI Financial Services
Massachusetts
$679K -$227K -8,168 -25%
CAN
190
Cetera Advisor Networks
California
$670K -$4.22K -152 -0.6%
GA
191
Geneva Advisors
Illinois
$652K +$637K +22,960 New
UBS AM
192
UBS AM
Illinois
$648K -$5.22K -188 -0.8%
MPAM
193
Murphy Pohlad Asset Management
Minnesota
$638K
LW
194
Linscomb Wealth
Texas
$634K -$9.21K -332 -1%
LFG
195
LifePlan Financial Group
Ohio
$620K +$53.8K +1,940 +10%
WA
196
WFG Advisors
Texas
$609K +$407K +14,660 +216%
ICAS
197
Investors Capital Advisory Services
Massachusetts
$603K +$162K +5,836 +38%
DADC
198
D.A. Davidson & Co
Montana
$577K +$10.2K +368 +2%
DAS
199
Dynamic Advisor Solutions
Arizona
$576K +$81.9K +2,952 +17%
AWA
200
ARS Wealth Advisors
Florida
$573K +$117K +4,232 +27%