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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
601
BKS Advisors
Michigan
$406K -$25.7K -668 -6%
BC
602
Brinker Capital
Pennsylvania
$406K -$18.9K -492 -5%
ONST
603
Old North State Trust
North Carolina
$398K -$252K -6,540 -40%
WA1
604
Wimmer Associates 1
California
$398K
SF
605
Summit Financial
New Jersey
$397K +$379K +9,856 New
PWM
606
Perigon Wealth Management
California
$392K
BW
607
Bison Wealth
Georgia
$391K +$30.8K +800 +9%
MCG
608
McCollum Christoferson Group
New York
$390K +$12.3K +320 +3%
Financial Engines Advisors
609
Financial Engines Advisors
California
$386K
PO
610
Private Ocean
California
$385K +$183K +4,764 +99%
FMW
611
Farr Miller & Washington
District of Columbia
$383K -$32K -832 -8%
DWT
612
Dorsey & Whitney Trust
South Dakota
$383K
EAM
613
Evanson Asset Management
California
$383K +$15.4K +400 +4%
CCT
614
Capital City Trust
Florida
$382K -$4.92K -128 -1%
FI
615
FormulaFolio Investments
Michigan
$381K +$29.1K +756 +9%
KWM
616
Kingsview Wealth Management
Oregon
$381K +$35.7K +928 +11%
TA
617
TFG Advisers
Michigan
$379K -$17.4K -452 -5%
BWP
618
Bernardo Wealth Planning
Pennsylvania
$378K +$8.92K +232 +3%
WEC
619
Winslow Evans & Crocker
Massachusetts
$378K +$49.5K +1,288 +16%
RWM
620
Ritholtz Wealth Management
New York
$375K -$26.8K -696 -7%
PP
621
PagnatoKarp Partners
Virginia
$371K
FC
622
Financial Consulate
Maryland
$366K -$28.6K -744 -8%
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K -$32.2K -836 -8%
OFG
624
Omega Financial Group
California
$361K
WTB
625
Washington Trust Bank
Washington
$359K -$53.4K -1,388 -13%