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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWAC
301
Mariner Wealth Advisors (Cincinnati)
Ohio
$596K +$89.9K +2,940 +18%
RFA
302
Reilly Financial Advisors
California
$592K +$56K +1,832 +11%
AA
303
Ancora Advisors
Ohio
$592K +$222K +7,248 +61%
GF
304
Goodman Financial
Texas
$591K +$32.8K +1,072 +6%
AIM
305
Acropolis Investment Management
Missouri
$590K -$82.5K -2,700 -12%
CANC
306
Culbertson A N & Co
Virginia
$582K +$345K +11,296 +150%
Chevy Chase Trust
307
Chevy Chase Trust
Maryland
$579K +$572K +18,728 New
DC
308
Davenport & Co
Virginia
$575K
FEG
309
Financial Enhancement Group
Indiana
$565K +$22.9K +748 +4%
SBIA
310
Sheaff Brock Investment Advisors
Indiana
$563K
PTC
311
Private Trust Company
Ohio
$563K +$79.1K +2,588 +17%
SFA
312
Stewardship Financial Advisors
Georgia
$555K -$4.72M -154,564 -90%
MCM
313
MAI Capital Management
Ohio
$544K
SMC
314
Smith, Moore & Co
Missouri
$540K +$71K +2,324 +15%
CFMC
315
Curbstone Financial Management Corp
New Hampshire
$538K
AWA
316
ARS Wealth Advisors
Florida
$531K -$164K -5,380 -24%
BFO
317
Boston Family Office
Massachusetts
$504K +$1.47K +48 +0.3%
CL
318
CPWM LLC
Washington
$502K +$27.6K +904 +6%
SCA
319
Salient Capital Advisors
Texas
$493K +$488K +15,964 New
WA
320
WBH Advisory
Maryland
$492K +$102K +3,340 +27%
WS
321
Wedbush Securities
California
$482K -$12.7K -416 -3%
WEC
322
Winslow Evans & Crocker
Massachusetts
$478K +$176K +5,768 +59%
ECM
323
EagleClaw Capital Management
Massachusetts
$477K +$58.7K +1,920 +14%
CB
324
Chemical Bank
Michigan
$475K +$147K +4,800 +45%
OA
325
Oxbow Advisors
Texas
$470K