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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCOV
501
London Company of Virginia
Virginia
$239K -$206K -5,984 -47%
WF
502
Welch & Forbes
Massachusetts
$238K +$234K +6,824 New
CC
503
Cadinha & Co
Hawaii
$237K
CCA
504
Conservest Capital Advisors
Pennsylvania
$236K +$233K +6,768 New
NAM
505
NTV Asset Management
West Virginia
$231K
BCM
506
Brookstone Capital Management
Illinois
$230K -$40.7K -1,184 -15%
TCOO
507
Trust Company of Oklahoma
Oklahoma
$230K
CFA
508
Carroll Financial Associates
North Carolina
$226K -$13.1K -380 -5%
RWA
509
RGT Wealth Advisors
Texas
$224K
BW
510
Bison Wealth
Georgia
$224K +$221K +6,424 New
CWM
511
Concert Wealth Management
California
$223K -$220K -6,392 -49%
MC
512
Mathes Company
New York
$223K
TI
513
Truepoint Inc
Ohio
$223K
TNB
514
Thomasville National Bank
Georgia
$223K +$220K +6,400 New
BG
515
Bahl & Gaynor
Ohio
$220K +$217K +6,308 New
WP
516
WealthSource Partners
California
$220K +$217K +6,324 New
HWA
517
Heritage Wealth Advisors
Virginia
$218K
Chevy Chase Trust
518
Chevy Chase Trust
Maryland
$217K -$687 -20 -0.3%
CCA
519
Checchi Capital Advisers
California
$216K -$1.51K -44 -0.7%
FFWA
520
FRG Family Wealth Advisors
Washington
$212K
Fisher Asset Management
521
Fisher Asset Management
Washington
$210K +$207K +6,032 New
CAMG
522
CWA Asset Management Group
Florida
$209K +$206K +6,004 New
PJSIMP
523
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K +$205K +5,976 New
FWIA
524
Fort Washington Investment Advisors
Ohio
$207K +$204K +5,940 New
LCM
525
LVM Capital Management
Michigan
$206K +$204K +5,928 New