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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
601
RGT Wealth Advisors
Texas
$248K
RA
602
RFG Advisory
Alabama
$247K -$3.77M -95,628 -94%
MC
603
Mathes Company
New York
$247K
LCM
604
LVM Capital Management
Michigan
$247K +$19.2K +488 +8%
CSIC
605
Clifford Swan Investment Counsel
California
$244K +$472 +12 +0.2%
WCM
606
Windham Capital Management
Massachusetts
$244K +$249K +6,328 New
RFA
607
Reilly Financial Advisors
California
$243K -$25.5K -648 -9%
BAM
608
Barrett Asset Management
New York
$243K
CCA
609
Checchi Capital Advisers
California
$242K +$6.3K +160 +3%
CL
610
CPWM LLC
Washington
$241K -$292K -7,412 -54%
BA
611
Boston Advisors
Massachusetts
$241K
FPCG
612
Fort Pitt Capital Group
Pennsylvania
$235K
ACA
613
Atlas Capital Advisors
Wyoming
$233K +$238K +6,048 New
NCM
614
Narwhal Capital Management
Georgia
$232K -$945 -24 -0.4%
NAM
615
NTV Asset Management
West Virginia
$231K
WP
616
WealthSource Partners
California
$229K -$38.9K -988 -14%
SIM
617
Sterling Investment Management
Arizona
$228K -$10.1K -256 -4%
FAT
618
First American Trust
California
$228K
1SB
619
1ST Source Bank
Indiana
$226K +$231K +5,868 New
MAS
620
Madden Advisory Services
Florida
$225K
SCA
621
Strategic Capital Advisers
Colorado
$225K
CCA
622
Conservest Capital Advisors
Pennsylvania
$223K -$38.6K -980 -14%
Members Trust
623
Members Trust
Florida
$223K +$228K +5,784 New
OPCM
624
Osborne Partners Capital Management
California
$222K +$14.2K +360 +7%
BPB
625
Badgley, Phelps & Bell
Washington
$221K -$56.2K -1,428 -20%