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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
501
Denver Investment Advisors
Colorado
$296K
Chevy Chase Trust
502
Chevy Chase Trust
Maryland
$296K +$73.9K +2,092 +34%
FMW
503
Farr Miller & Washington
District of Columbia
$296K +$294K +8,308 New
RFS
504
Rockefeller Financial Services
New York
$295K
EAM
505
Evanson Asset Management
California
$292K +$290K +8,204 New
NA
506
Nottingham Advisors
New York
$291K -$18.9K -536 -6%
NB
507
Nicolet Bankshares
Wisconsin
$291K +$233K +6,588 +414%
WJA
508
Williams Jones & Associates
New York
$285K
BW
509
Bison Wealth
Georgia
$282K +$52.3K +1,480 +23%
SHJ
510
Sharkey, Howes & Javer
Colorado
$281K
GHA
511
GW Henssler & Associates
Georgia
$274K +$1.13K +32 +0.4%
IGGA
512
Iron Gate Global Advisors
Utah
$271K +$269K +7,600 New
EWA
513
EP Wealth Advisors
California
$270K
SYBT
514
Stock Yards Bank & Trust
Kentucky
$265K
GIM
515
Greystone Investment Management
Ohio
$264K
GJIC
516
Gamble Jones Investment Counsel
California
$262K +$260K +7,356 New
GHAM
517
Gilman Hill Asset Management
Connecticut
$261K
G
518
GenTrust
Florida
$257K +$254K +7,200 New
SAM
519
Silvercrest Asset Management
New York
$254K
AIS
520
American Investment Services
Massachusetts
$253K +$251K +7,112 New
LWAC
521
Laurel Wealth Advisors (California)
California
$252K +$251K +7,096 New
WF
522
Welch & Forbes
Massachusetts
$248K +$5.23K +148 +2%
PWW
523
Pettyjohn Wood & White
Virginia
$247K -$7.35K -208 -3%
CT
524
Coastline Trust
Rhode Island
$246K
FLI
525
Family Legacy Inc
South Carolina
$243K -$10K -284 -4%