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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
601
Cadinha & Co
Hawaii
$268K
HWA
602
Heritage Wealth Advisors
Virginia
$268K +$314 +8 +0.1%
OPCM
603
Osborne Partners Capital Management
California
$268K +$41K +1,044 +18%
AWA
604
ARS Wealth Advisors
Florida
$265K
WPC
605
Waters Parkerson & Co
Louisiana
$264K -$158K -4,020 -38%
RCAG
606
Rehmann Capital Advisory Group
Michigan
$262K +$91.5K +2,332 +54%
PC
607
Palo Capital
California
$262K
WP
608
WealthPLAN Partners
Nebraska
$262K
PAG
609
Private Advisory Group
Washington
$261K -$11.8K -300 -4%
CFA
610
Carroll Financial Associates
North Carolina
$257K
LCM
611
LVM Capital Management
Michigan
$253K
MC
612
Mathes Company
New York
$252K
CSIC
613
Clifford Swan Investment Counsel
California
$250K +$314 +8 +0.1%
BAM
614
Barrett Asset Management
New York
$250K +$1.57K +40 +0.6%
RFA
615
Reilly Financial Advisors
California
$250K +$1.88K +48 +0.8%
PO
616
Private Ocean
California
$249K -$106K -2,692 -30%
WCM
617
Windham Capital Management
Massachusetts
$249K
CL
618
CPWM LLC
Washington
$247K +$628 +16 +0.3%
BA
619
Boston Advisors
Massachusetts
$246K
CS
620
Credit Suisse
Switzerland
$246K +$245K +6,244 New
CCA
621
Checchi Capital Advisers
California
$242K -$5.65K -144 -2%
RVPG
622
Relative Value Partners Group
$240K +$17.9K +456 +8%
Chevy Chase Trust
623
Chevy Chase Trust
Maryland
$240K +$239K +6,096 New
NCM
624
Narwhal Capital Management
Georgia
$237K
NAM
625
NTV Asset Management
West Virginia
$236K