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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IB
226
Intrust Bank
Kansas
$19M +$2.24M +34,176 +14%
SRC
227
Sage Rhino Capital
California
$18.9M +$554K +8,436 +3%
CA
228
Cornerstone Advisory
Maryland
$18.7M +$1.98M +30,108 +13%
RFA
229
RTD Financial Advisors
Pennsylvania
$18.6M +$13.2M +201,424 +315%
BP
230
Ballentine Partners
Massachusetts
$18.4M +$150K +2,292 +0.9%
VBWMG
231
Von Berge Wealth Management Group
California
$18.2M +$253K +3,852 +2%
CA
232
Crane Advisory
California
$18.1M -$1.44M -21,988 -8%
SPP
233
Single Point Partners
Massachusetts
$18M +$1.27M +19,404 +8%
BAM
234
Berkshire Asset Management
Pennsylvania
$18M -$130K -1,984 -0.8%
HIMC
235
Heritage Investors Management Corp
Maryland
$17.8M -$393K -5,992 -2%
TFO
236
Tarbox Family Office
California
$17.8M -$197K -3,004 -1%
BEI
237
Benjamin Edwards Inc
Missouri
$17.7M +$411K +6,264 +3%
RCA
238
Riverview Capital Advisers
Massachusetts
$17.6M -$229K -3,488 -1%
EWA
239
EP Wealth Advisors
California
$17.4M +$2.89M +43,968 +22%
GVAG
240
Great Valley Advisor Group
Delaware
$17M -$9.2M -140,108 -37%
BIM
241
Bridges Investment Management
Nebraska
$16.8M +$3.08M +46,980 +24%
MFGP
242
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.8M -$679K -10,344 -4%
HC
243
Hillman Company
Pennsylvania
$16.7M -$3.43M -52,188 -18%
CL
244
Choreo LLC
Illinois
$16.5M -$239K -3,648 -2%
IFPL
245
Investments & Financial Planning LLC
Kentucky
$16.5M +$365K +5,556 +2%
PIMG
246
Patriot Investment Management Group
Tennessee
$16.2M -$119K -1,820 -0.8%
PWM
247
Praetorian Wealth Management
California
$16.2M -$2.75M -41,904 -15%
NAMP
248
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$16.2M -$112K -1,700 -0.7%
Financial Engines Advisors
249
Financial Engines Advisors
California
$16.2M +$8.21M +125,000 +118%
TPCW
250
TD Private Client Wealth
New York
$16.1M +$715K +10,900 +5%