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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
301
Colony Group
Massachusetts
$340K -$284K -9,104 -44%
SIC
302
Sigma Investment Counselors
Michigan
$340K +$26.8K +860 +8%
BFA
303
Beaumont Financial Advisors
Massachusetts
$337K
PWM
304
Patriot Wealth Management
Texas
$337K
DP
305
Dearborn Partners
Illinois
$336K -$17.8K -572 -5%
AA
306
Ancora Advisors
Ohio
$332K +$95.1K +3,052 +37%
FBA
307
Front Barnett Associates
Illinois
$328K +$350K +11,232 New
MMPW
308
Mitchell McLeod Pugh & Williams
Alabama
$324K +$19.5K +624 +6%
FBNAT
309
FirstMerit Bank N.A. Trustee
Ohio
$318K +$44.3K +1,420 +15%
CC
310
Cognios Capital
Kansas
$317K -$230K -7,388 -100%
MWP
311
MYCIO Wealth Partners
Pennsylvania
$314K +$16.2K +520 +5%
SC
312
SouthState Corp
Florida
$312K -$15.6K -500 -4%
SSB
313
Sandy Spring Bank
Maryland
$310K +$6.24K +200 +2%
UAS
314
United Asset Strategies
New York
$292K -$17.2K -552 -5%
WA
315
Winfield Associates
Ohio
$292K +$49.9K +1,600 +19%
WEC
316
Winslow Evans & Crocker
Massachusetts
$291K -$8.23K -264 -3%
LFA
317
Landmark Financial Advisors
Kentucky
$291K
SAM
318
Summit Asset Management
Tennessee
$284K +$54K +1,732 +22%
WPP
319
Whalerock Point Partners
Rhode Island
$283K -$2.49K -80 -0.8%
QIM
320
Quest Investment Management
Oregon
$278K
LDB
321
Lee, Danner & Bass
Tennessee
$277K -$623 -20 -0.2%
ECM
322
EagleClaw Capital Management
Massachusetts
$274K
DI
323
Diligent Investors
California
$270K
QCG
324
Quadrant Capital Group
Ohio
$269K
EFS
325
Edelman Financial Services
Virginia
$268K -$164K -5,260 -36%