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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$776K +$194K +5,976 +30%
Fiera Capital (Canada)
227
Fiera Capital (Canada)
Quebec, Canada
$754K +$768K +23,680 New
PG
228
Patten Group
Tennessee
$747K -$38.3K -1,180 -5%
RFC
229
Regions Financial Corp
Alabama
$743K +$241K +7,424 +47%
KA
230
Kovack Advisors
Florida
$739K +$336K +10,348 +80%
BB
231
Busey Bank
Illinois
$732K -$31.8K -980 -4%
CCM
232
Coldstream Capital Management
Washington
$731K -$30K -924 -4%
BJL
233
Brighton Jones LLC
Washington
$727K +$26.9K +828 +4%
MPAM
234
Murphy Pohlad Asset Management
Minnesota
$716K
BSB
235
Bangor Savings Bank
Maine
$704K +$50.4K +1,552 +8%
IF
236
Ironwood Financial
Arizona
$702K +$41.4K +1,276 +6%
ZF
237
Zhang Financial
Michigan
$699K -$256K -7,876 -26%
AIM
238
Acropolis Investment Management
Missouri
$694K
ACP
239
Ashfield Capital Partners
California
$691K +$119K +3,680 +20%
EWM
240
Evercore Wealth Management
New York
$689K +$85K +2,620 +14%
BC
241
Burney Company
Virginia
$670K +$54.3K +1,672 +9%
DADC
242
D.A. Davidson & Co
Montana
$667K -$20.9K -644 -3%
CCP
243
Clarkston Capital Partners
Michigan
$662K +$130 +4 +0%
CG
244
Colony Group
Massachusetts
$661K +$642K +19,784 +2,061%
MCM
245
MAI Capital Management
Ohio
$650K
IPC
246
Independent Portfolio Consultants
Florida
$644K +$655K +20,200 New
UBS AM
247
UBS AM
Illinois
$643K -$29.9K -920 -4%
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$638K +$168K +5,176 +35%
ABC
249
Associated Banc-Corp
Wisconsin
$606K +$27.9K +860 +5%
DC
250
Davenport & Co
Virginia
$602K +$9.73K +300 +2%