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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Citizens Bank & Trust
801
First Citizens Bank & Trust
North Carolina
$808K +$523K +8,660 +173%
Lazard Asset Management
802
Lazard Asset Management
New York
$804K +$21.8K +360 +3%
Meridian Wealth Management
803
Meridian Wealth Management
Kentucky
$797K +$111K +1,844 +16%
Krilogy Financial
804
Krilogy Financial
Missouri
$794K +$27.6K +456 +4%
O'Shaughnessy Asset Management
805
O'Shaughnessy Asset Management
Connecticut
$793K – – –
PAM
806
Private Asset Management
California
$791K -$88.2K -1,460 -10%
Creative Financial Designs
807
Creative Financial Designs
Indiana
$791K +$406K +6,712 +101%
Deutsche Bank
808
Deutsche Bank
Germany
$790K -$144K -2,376 -15%
SC
809
Schoolcraft Capital
Colorado
$785K +$483 +8 +0.1%
Aspiriant LLC
810
Aspiriant LLC
California
$784K +$28.8K +476 +4%
CFMC
811
Curbstone Financial Management Corp
New Hampshire
$781K – – –
Callan Capital
812
Callan Capital
California
$780K +$725 +12 +0.1%
SignatureFD
813
SignatureFD
Georgia
$774K -$322K -5,324 -29%
VFIC
814
Valley Forge Investment Consultants
Pennsylvania
$774K +$4.35K +72 +0.6%
BHIC
815
Bassett Hargrove Investment Counsel
Delaware
$772K – – –
LPIC
816
LeJeune Puetz Investment Counsel
Michigan
$771K – – –
Clear Creek Financial Management
817
Clear Creek Financial Management
Washington
$771K +$24.9K +412 +3%
Inspirion Wealth Advisors
818
Inspirion Wealth Advisors
Illinois
$767K -$37.7K -624 -5%
NCMW
819
Northern Capital Management (Washington)
Washington
$761K +$145K +2,404 +23%
CC
820
Courier Capital
New York
$757K +$17.2K +284 +2%
Ritholtz Wealth Management
821
Ritholtz Wealth Management
New York
$756K -$3.38K -56 -0.4%
Federation des caisses Desjardins du Quebec
822
Federation des caisses Desjardins du Quebec
Quebec, Canada
$753K – – –
Ashfield Capital Partners
823
Ashfield Capital Partners
California
$741K -$143K -2,368 -16%
Leonard Rickey Investment Advisors
824
Leonard Rickey Investment Advisors
Washington
$741K -$5.32K -88 -0.7%
MFWM
825
Motley Fool Wealth Management
Virginia
$737K -$27.8K -460 -4%