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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
226
Ballentine Partners
Massachusetts
$17.2M +$238K +3,504 +1%
CA
227
Crane Advisory
California
$17.1M +$579K +8,528 +3%
VC
228
Veracity Capital
Georgia
$17M +$730K +10,760 +4%
GFWA
229
Grey Fox Wealth Advisors
Delaware
$16.8M +$384K +5,656 +2%
SRC
230
Sage Rhino Capital
California
$16.7M -$330K -4,864 -2%
OC
231
Oppenheimer & Co
New York
$16.6M +$1.84M +27,072 +12%
SF
232
Summit Financial
New Jersey
$16.5M +$1.34M +19,688 +9%
Betterment LLC
233
Betterment LLC
New York
$16.4M +$6.43M +94,756 +62%
SCA
234
STALEY CAPITAL ADVISERS
Pennsylvania
$16.2M -$382K -5,632 -2%
MFGP
235
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.2M +$210K +3,100 +1%
AA
236
AJ Advisors
Tennessee
$16.2M -$2.44K -36 -0%
TFO
237
Tarbox Family Office
California
$16.1M +$12.8K +188 +0.1%
CL
238
Choreo LLC
Illinois
$16.1M +$720K +10,608 +5%
RCA
239
Riverview Capital Advisers
Massachusetts
$16M +$39.9K +588 +0.2%
PIMG
240
Patriot Investment Management Group
Tennessee
$15.9M -$491K -7,228 -3%
TFP
241
TrueWealth Financial Partners
Washington
$15.8M +$160K +2,364 +1%
BEI
242
Benjamin Edwards Inc
Missouri
$15.7M +$1.73M +25,516 +12%
JBA
243
Johnson Bixby & Associates
Washington
$15.7M +$833K +12,268 +5%
IB
244
Intrust Bank
Kansas
$15.5M +$400K +5,888 +3%
NAMP
245
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.3M -$5.43K -80 -0%
MFG
246
Merit Financial Group
Georgia
$15.2M +$1.93M +28,448 +14%
SPP
247
Single Point Partners
Massachusetts
$15.2M +$15.6M +230,112 New
FFG
248
Frisch Financial Group
New York
$15M -$109K -1,604 -0.7%
IFPL
249
Investments & Financial Planning LLC
Kentucky
$14.9M +$165K +2,424 +1%
NFG
250
Nations Financial Group
Iowa
$14.9M -$993K -14,628 -6%