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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHB
276
First Hawaiian Bank
Hawaii
$444K +$17.3K +556 +4%
OA
277
Oxbow Advisors
Texas
$443K
SNT
278
Security National Trust
West Virginia
$443K
LW
279
Linscomb Wealth
Texas
$437K
TCM
280
Tradewinds Capital Management
Washington
$435K
TSWM
281
Triangle Securities Wealth Management
North Carolina
$429K +$41K +1,316 +10%
HCM
282
Howland Capital Management
Massachusetts
$426K
BHIA
283
Birch Hill Investment Advisors
Massachusetts
$423K -$43.9K -1,408 -9%
CPA
284
Capital Planning Advisors
California
$416K -$54.6K -1,752 -11%
WF
285
Welch & Forbes
Massachusetts
$411K
SHCM
286
Stokes & Hubbell Capital Management
Louisiana
$406K +$434K +13,920 New
LA
287
LVW Advisors
New York
$405K -$24.3K -780 -5%
IC
288
Intersect Capital
California
$400K
CL
289
CPWM LLC
Washington
$399K +$427K +13,688 New
GG
290
Gofen & Glossberg
Illinois
$398K +$26.3K +844 +7%
PFM
291
Parsec Financial Management
North Carolina
$394K -$20.7K -664 -5%
HH
292
Hilltop Holdings
Texas
$393K +$14.1K +452 +3%
FMBTD
293
First Midwest Bank Trust Division
Illinois
$391K +$418K +13,396 New
MSS
294
Mitchell Sinkler & Starr
Pennsylvania
$385K +$49.9K +1,600 +14%
WA
295
WBH Advisory
Maryland
$384K +$4.86K +156 +1%
PCTC
296
Perkins Coie Trust Company
Washington
$382K
WA
297
Wealth Architects
California
$373K
WSTAM
298
Wilbanks Smith & Thomas Asset Management
Virginia
$370K +$12.2K +392 +3%
AFWA
299
Ancora Family Wealth Advisors
Ohio
$362K +$387K +12,400 New
BPCE
300
Bank Pictet & Cie (Europe)
Germany
$350K