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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Coldstream Capital Management
226
Coldstream Capital Management
Washington
$747K +$83.5K +2,680 +12%
Regions Financial Corp
227
Regions Financial Corp
Alabama
$735K +$58.9K +1,888 +8%
CPO
228
Cerity Partners OCIO
New York
$716K +$493K +15,800 +181%
AWA
229
ARS Wealth Advisors
Florida
$705K -$85.9K -2,756 -10%
CCP
230
Clarkston Capital Partners
Michigan
$703K +$103K +3,316 +16%
Fiera Capital (Canada)
231
Fiera Capital (Canada)
Quebec, Canada
$691K – – –
MassMutual Private Wealth & Trust
232
MassMutual Private Wealth & Trust
Connecticut
$685K -$87.5K -2,808 -11%
BSB
233
Bangor Savings Bank
Maine
$678K +$35.9K +1,152 +5%
Busey Bank
234
Busey Bank
Illinois
$670K – – –
DG
235
Davidson & Garrard
Virginia
$657K +$702K +22,512 New
MPAM
236
Murphy Pohlad Asset Management
Minnesota
$656K – – –
ACP
237
Ashfield Capital Partners
California
$656K +$24.9K +800 +4%
Dynamic Advisor Solutions
238
Dynamic Advisor Solutions
Arizona
$653K +$698K +22,404 New
ZF
239
Zhang Financial
Michigan
$647K +$7.61K +244 +1%
Commerce Bank
240
Commerce Bank
Missouri
$638K +$211K +6,760 +45%
AIM
241
Acropolis Investment Management
Missouri
$636K – – –
IF
242
Ironwood Financial
Arizona
$634K -$8.73K -280 -1%
Evercore Wealth Management
243
Evercore Wealth Management
New York
$632K – – –
D.A. Davidson & Co
244
D.A. Davidson & Co
Montana
$628K +$18.8K +604 +3%
Davenport & Co
245
Davenport & Co
Virginia
$604K +$56.1K +1,800 +10%
VFS
246
VSR Financial Services
Kansas
$592K -$504K -16,156 -44%
UBS AM
247
UBS AM
Illinois
$587K -$2.62K -84 -0.4%
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$581K -$3.24K -104 -0.5%
BAS
249
Brown Advisory Securities
Maryland
$579K +$126K +4,048 +26%
Burney Company
250
Burney Company
Virginia
$577K -$39K -1,252 -6%