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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
351
Klingman & Associates
New York
$368K
SSB
352
Sandy Spring Bank
Maryland
$365K
ACP
353
Ashfield Capital Partners
California
$359K
LFA
354
Landmark Financial Advisors
Kentucky
$358K
PWM
355
Patriot Wealth Management
Texas
$357K
OC
356
Oakworth Capital
Alabama
$353K -$16.5K -540 -5%
SYBT
357
Stock Yards Bank & Trust
Kentucky
$350K +$346K +11,324 New
FBA
358
Front Barnett Associates
Illinois
$347K -$611 -20 -0.2%
BFA
359
Beaumont Financial Advisors
Massachusetts
$346K +$15.4K +504 +5%
CT
360
Cambridge Trust
Massachusetts
$343K -$3.06K -100 -0.9%
MMPW
361
Mitchell McLeod Pugh & Williams
Alabama
$343K
DP
362
Dearborn Partners
Illinois
$338K -$18.3K -600 -5%
MNA
363
Manning & Napier Advisors
New York
$337K
MWP
364
MYCIO Wealth Partners
Pennsylvania
$330K +$1.22K +40 +0.4%
MSR
365
Main Street Research
Connecticut
$327K +$323K +10,564 New
CCG
366
Chatham Capital Group
Georgia
$324K +$57.5K +1,880 +22%
BCM
367
Brookstone Capital Management
Illinois
$322K +$112K +3,676 +55%
CPO
368
Cerity Partners OCIO
New York
$318K -$4.16K -136 -1%
LNB
369
Ledyard National Bank
$318K
AFWA
370
Ancora Family Wealth Advisors
Ohio
$318K +$15.3K +500 +5%
GWM
371
Geneos Wealth Management
Colorado
$318K +$28.7K +940 +10%
UB
372
UMB Bank
Missouri
$306K
Wolverine Trading
373
Wolverine Trading
Illinois
$305K +$306K +10,028 New
CCA
374
Clearwater Capital Advisors
Illinois
$301K +$299K +9,784 New
FC
375
Financial Consulate
Maryland
$292K -$44K -1,440 -13%