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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$20.1M +$1.58M +21,208 +8%
SRC
227
Sage Rhino Capital
California
$19.9M -$186K -2,504 -0.9%
BP
228
Ballentine Partners
Massachusetts
$19.9M +$1.17M +15,792 +6%
WG
229
Wellington Group
Indiana
$19.8M +$2.44M +32,868 +14%
FHC
230
First Horizon Corporation
Tennessee
$19.8M +$16M +215,136 +355%
WIA
231
World Investment Advisors
California
$19.6M +$965K +12,984 +5%
Bessemer Group
232
Bessemer Group
New Jersey
$19.6M -$80.2K -1,080 -0.4%
BEI
233
Benjamin Edwards Inc
Missouri
$19.5M +$324K +4,364 +2%
TFA
234
Transamerica Financial Advisors
Florida
$19.4M -$1.94M -26,132 -9%
VC
235
Veracity Capital
Georgia
$19.1M -$2.31M -31,072 -10%
VWA
236
Visionary Wealth Advisors
Illinois
$18.9M +$25.9K +348 +0.1%
IB
237
Intrust Bank
Kansas
$18.9M -$376K -5,064 -2%
RFA
238
RTD Financial Advisors
Pennsylvania
$18.7M -$9.81K -132 -0.1%
BWP
239
Burling Wealth Partners
Illinois
$18.5M -$1.55M -20,916 -8%
CIC
240
Carnegie Investment Counsel
Ohio
$18.5M +$3.57M +48,020 +23%
MWM
241
Modera Wealth Management
New Jersey
$18.5M -$1.44M -19,416 -7%
CAG
242
Crestwood Advisors Group
Massachusetts
$18.4M +$9.76M +131,424 +105%
SMBT
243
Southern Michigan Bank & Trust
Michigan
$18.4M +$19.1M +256,628 New
BAM
244
Berkshire Asset Management
Pennsylvania
$18.4M +$38.3K +516 +0.2%
GFG
245
Goldstone Financial Group
Illinois
$18.4M +$2.49M +33,568 +15%
GVAG
246
Great Valley Advisor Group
Delaware
$18.3M +$160K +2,160 +0.9%
SFG
247
Sage Financial Group
Pennsylvania
$18.3M +$933K +12,552 +5%
IAA
248
Independent Advisor Alliance
North Carolina
$18.3M +$18.3M +246,000 +2,662%
AllianceBernstein
249
AllianceBernstein
Tennessee
$18.3M +$491K +6,612 +3%
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$18.3M +$828K +11,148 +5%