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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
701
Boston Financial Management
Massachusetts
$276K
CCMG
702
Clark Capital Management Group
Pennsylvania
$275K +$13.1K +320 +5%
VFA
703
Valeo Financial Advisors
Indiana
$271K +$1.15K +28 +0.4%
SAM
704
Silvercrest Asset Management
New York
$268K -$40.9K -1,000 -13%
CL
705
CPWM LLC
Washington
$268K +$655 +16 +0.2%
Renaissance Technologies
706
Renaissance Technologies
New York
$267K +$262K +6,400 New
WPC
707
Waters Parkerson & Co
Louisiana
$265K +$2.95K +72 +1%
FBA
708
Front Barnett Associates
Illinois
$263K
BA
709
Boston Advisors
Massachusetts
$261K
BPB
710
Badgley, Phelps & Bell
Washington
$261K +$20.8K +508 +9%
CCM
711
Condor Capital Management
New Jersey
$258K +$14.4K +352 +6%
Fisher Asset Management
712
Fisher Asset Management
Washington
$258K +$253K +6,180 New
KWMG
713
King Wealth Management Group
Florida
$257K
TAM
714
Tradition Asset Management
Virginia
$256K +$251K +6,132 New
FPCG
715
Fort Pitt Capital Group
Pennsylvania
$255K
FFWA
716
FRG Family Wealth Advisors
Washington
$255K
LCM
717
LVM Capital Management
Michigan
$255K
FC
718
Fulcrum Capital
Washington
$254K -$165K -4,040 -40%
MCM
719
MAI Capital Management
Ohio
$254K -$79.9K -1,952 -24%
CSIC
720
Clifford Swan Investment Counsel
California
$252K +$491 +12 +0.2%
KM
721
Kalos Management
Georgia
$250K +$246K +6,000 New
NCM
722
Narwhal Capital Management
Georgia
$249K
TAM
723
Tocqueville Asset Management
New York
$248K -$65.3K -1,596 -21%
NA
724
Nottingham Advisors
New York
$248K -$23.7K -580 -9%
OCM
725
Orser Capital Management
Texas
$247K -$21.3K -520 -9%