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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Regions Financial Corp
251
Regions Financial Corp
Alabama
$309K +$57.1K +1,924 +22%
GF
252
Goodman Financial
Texas
$303K +$45.1K +1,520 +17%
SSB
253
Sandy Spring Bank
Maryland
$300K – – –
MWP
254
MYCIO Wealth Partners
Pennsylvania
$296K – – –
WEC
255
Winslow Evans & Crocker
Massachusetts
$295K +$277K +9,344 +1,298%
Stifel Financial
256
Stifel Financial
Missouri
$288K +$291K +9,808 New
LDB
257
Lee, Danner & Bass
Tennessee
$273K – – –
Coldstream Capital Management
258
Coldstream Capital Management
Washington
$270K – – –
UAS
259
United Asset Strategies
New York
$261K -$4.75K -160 -2%
NA
260
Nottingham Advisors
New York
$261K – – –
DP
261
Dearborn Partners
Illinois
$258K – – –
SouthState Corp
262
SouthState Corp
Florida
$245K -$2.38K -80 -0.9%
BJ
263
Brouwer & Janachowski
California
$245K – – –
Manning & Napier Advisors
264
Manning & Napier Advisors
New York
$242K – – –
CPO
265
Cerity Partners OCIO
New York
$242K +$245K +8,264 New
Choreo LLC
266
Choreo LLC
Illinois
$240K +$243K +8,184 New
CBT
267
Central Bank & Trust
Kentucky
$238K -$2.38K -80 -1%
FSC
268
Fiduciary Services Corp
Georgia
$236K +$239K +8,060 New
RT
269
Rockland Trust
Massachusetts
$235K – – –
Williams Jones & Associates
270
Williams Jones & Associates
New York
$235K – – –
First National Bank of Omaha
271
First National Bank of Omaha
Nebraska
$235K +$12.7K +428 +6%
SAM
272
Summit Asset Management
Tennessee
$234K – – –
BPB
273
Badgley, Phelps & Bell
Washington
$230K -$4.16K -140 -2%
FC
274
FIC Capital
New York
$228K – – –
WCM
275
Wisconsin Capital Management
Wisconsin
$227K -$29.7K -1,000 -11%