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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
626
Diligent Investors
California
$354K
BIM
627
Bridgecreek Investment Management
Oklahoma
$351K
PV
628
Private Vista
Illinois
$348K -$86.2K -2,240 -21%
GWM
629
Greenwich Wealth Management
Connecticut
$347K
SAM
630
Summit Asset Management
Tennessee
$347K
SBH
631
Segall Bryant & Hamill
Illinois
$347K +$36.8K +956 +12%
BCM
632
Bienville Capital Management
New York
$344K
PCTC
633
Perkins Coie Trust Company
Washington
$344K
SVWA
634
Sound View Wealth Advisors
Georgia
$344K
TIA
635
Traphagen Investment Advisors
New Jersey
$343K +$328K +8,528 New
BC
636
Burney Company
Virginia
$342K +$75.1K +1,952 +30%
MG
637
McCutchen Group
Washington
$338K +$323K +8,400 New
IWMA
638
Ironwood Wealth Management (Arizona)
Arizona
$335K +$90.5K +2,352 +39%
RBC
639
Roble Belko & Company
Pennsylvania
$334K
RCAG
640
Rehmann Capital Advisory Group
Michigan
$333K +$318K +8,280 New
FWCM
641
Ferguson Wellman Capital Management
Oregon
$332K -$133K -3,460 -30%
SHCM
642
Stokes & Hubbell Capital Management
Louisiana
$332K -$4.77K -124 -1%
NAM
643
NTV Asset Management
West Virginia
$328K
SA
644
Sunesis Advisors
Kansas
$326K
MCM
645
MAI Capital Management
Ohio
$322K -$66.3K -1,724 -18%
TNB
646
Thomasville National Bank
Georgia
$322K -$26.8K -696 -8%
CPO
647
Cerity Partners OCIO
New York
$321K -$206K -5,356 -40%
Neuberger Berman Group
648
Neuberger Berman Group
New York
$318K +$29.8K +776 +11%
SCA
649
Snowden Capital Advisors
New York
$316K +$29.8K +776 +11%
CIAS
650
Capital Investment Advisory Services
North Carolina
$314K -$28.9K -752 -9%