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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
226
Brighton Jones LLC
Washington
$730K
AIM
227
Acropolis Investment Management
Missouri
$723K
DADC
228
D.A. Davidson & Co
Montana
$716K +$83.1K +2,644 +14%
SHA
229
Smith Hayes Advisers
Nebraska
$708K -$47.3K -1,504 -7%
UBS AM
230
UBS AM
Illinois
$700K -$8.93K -284 -1%
CCP
231
Clarkston Capital Partners
Michigan
$689K +$44.5K +1,416 +7%
IF
232
Ironwood Financial
Arizona
$688K -$4.9K -156 -0.7%
BSB
233
Bangor Savings Bank
Maine
$681K +$208K +6,616 +47%
MCM
234
MAI Capital Management
Ohio
$677K +$340K +10,800 +112%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$669K -$34K -1,080 -5%
BC
236
Burney Company
Virginia
$642K +$608K +19,348 New
SFM
237
Signet Financial Management
New Jersey
$634K -$247K -7,844 -29%
EWM
238
Evercore Wealth Management
New York
$632K +$599K +19,056 New
DC
239
Davenport & Co
Virginia
$617K +$53.4K +1,700 +10%
ABC
240
Associated Banc-Corp
Wisconsin
$602K +$75.8K +2,412 +15%
KWMG
241
King Wealth Management Group
Florida
$602K +$114K +3,616 +25%
WS
242
Wedbush Securities
California
$602K +$215K +6,824 +60%
BFO
243
Boston Family Office
Massachusetts
$598K -$6.29K -200 -1%
ACP
244
Ashfield Capital Partners
California
$597K +$289K +9,200 +105%
WSTAM
245
Wilbanks Smith & Thomas Asset Management
Virginia
$595K -$11.1K -352 -2%
GF
246
Goodman Financial
Texas
$541K +$513K +16,312 New
BRWA
247
B. Riley Wealth Advisors
Florida
$533K +$11.2K +356 +2%
CPA
248
Capital Planning Advisors
California
$533K +$505K +16,064 New
RFC
249
Regions Financial Corp
Alabama
$528K +$193K +6,136 +63%
EVM
250
Eaton Vance Management
Massachusetts
$524K