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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Birch Hill Investment Advisors
226
Birch Hill Investment Advisors
Massachusetts
$341K – – –
FBT
227
Founders Bank & Trust
Michigan
$339K – – –
PWM
228
Patriot Wealth Management
Texas
$328K +$320K +11,540 New
Evercore Wealth Management
229
Evercore Wealth Management
New York
$321K -$5.55K -200 -2%
SIC
230
Sigma Investment Counselors
Michigan
$320K – – –
HC
231
HHG & Company
Connecticut
$318K – – –
Huntington National Bank
232
Huntington National Bank
Ohio
$298K – – –
VAM
233
Visionary Asset Management
Texas
$295K +$289K +10,408 New
Gofen & Glossberg
234
Gofen & Glossberg
Illinois
$285K – – –
Compagnie Lombard Odier SCmA
235
Compagnie Lombard Odier SCmA
Switzerland
$284K -$189K -6,800 -40%
TSWM
236
Triangle Securities Wealth Management
North Carolina
$284K – – –
Busey Bank
237
Busey Bank
Illinois
$278K – – –
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$278K – – –
AllianceBernstein
239
AllianceBernstein
Tennessee
$278K +$272K +9,800 New
Manning & Napier Advisors
240
Manning & Napier Advisors
New York
$268K – – –
LDB
241
Lee, Danner & Bass
Tennessee
$264K – – –
Coldstream Capital Management
242
Coldstream Capital Management
Washington
$262K +$22.2K +800 +10%
FWP
243
FAS Wealth Partners
Kansas
$253K – – –
NA
244
Nottingham Advisors
New York
$252K -$11.1K -400 -4%
Stock Yards Bank & Trust
245
Stock Yards Bank & Trust
Kentucky
$250K +$245K +8,820 New
DP
246
Dearborn Partners
Illinois
$249K -$27.3K -984 -10%
WCM
247
Wisconsin Capital Management
Wisconsin
$248K – – –
Vanguard Group
248
Vanguard Group
Pennsylvania
$242K -$8.99M -324,088 -97%
GHA
249
GW Henssler & Associates
Georgia
$237K -$9.55K -344 -4%
BJ
250
Brouwer & Janachowski
California
$237K – – –