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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$6.05M -$431K -16,172 -7%
JIC
52
Joel Isaacson & Co
New York
$5.88M +$863K +32,420 +18%
GA
53
Gateway Advisory
New Jersey
$5.83M +$15.9K +596 +0.3%
WTC
54
WhitTier Trust Company
Nevada
$5.83M
BTS
55
BB&T Securities
Virginia
$5.81M +$864K +32,460 +18%
WIC
56
Woodmont Investment Counsel
Tennessee
$5.69M -$242K -9,100 -4%
MM
57
Meridian Management
Arkansas
$5.54M -$95.3K -3,580 -2%
RH
58
Rayner & Haynor
California
$5.23M +$5.06M +190,220 New
William Blair & Company
59
William Blair & Company
Illinois
$5.14M -$212K -7,980 -4%
PAI
60
Pittenger & Anderson Inc
Nebraska
$5.05M +$227K +8,540 +5%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$4.84M +$1.86M +69,844 +66%
CC
62
Callan Capital
California
$4.68M +$528K +19,812 +13%
EMA
63
Efficient Market Advisors
California
$4.67M -$182K -6,832 -4%
BAM
64
Berkshire Asset Management
Pennsylvania
$4.51M +$2.53M +95,176 +139%
FWM
65
Focused Wealth Management
New York
$4.48M +$32K +1,200 +0.7%
UCFA
66
United Capital Financial Advisors
Texas
$4.47M -$4.48M -168,088 -51%
BBA
67
BLB&B Advisors
Pennsylvania
$4.16M +$26.5K +996 +0.7%
JWM
68
Jacobus Wealth Management
Wisconsin
$4M +$7.99K +300 +0.2%
KIA
69
KCM Investment Advisors
California
$3.96M
SI
70
Stephens Inc
Arkansas
$3.86M +$457K +17,152 +14%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$3.77M +$49.8K +1,872 +1%
FPIS
72
Financial Planning & Information Services
Wisconsin
$3.67M +$3.55M +133,496 New
B
73
BancorpSouth
Mississippi
$3.58M -$20.2K -760 -0.6%
B
74
Baird
Wisconsin
$3.49M +$151K +5,660 +5%
MCM
75
Maryland Capital Management
Maryland
$3.49M +$162K +6,096 +5%