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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Private Advisory Group
901
Private Advisory Group
Washington
$731K +$317K +5,872 +65%
TA
902
Trellis Advisors
Washington
$730K -$27K -500 -3%
Plancorp LLC
903
Plancorp LLC
Missouri
$730K – – –
FMTCOCP
904
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$726K +$145K +2,680 +22%
CC
905
Courier Capital
New York
$723K +$4.32K +80 +0.5%
MJP Associates
906
MJP Associates
Connecticut
$719K -$79.3K -1,468 -9%
SignatureFD
907
SignatureFD
Georgia
$718K +$4.76K +88 +0.6%
SigFig Wealth Management
908
SigFig Wealth Management
California
$717K -$202K -3,736 -20%
DWMG
909
DB Wealth Management Group
California
$717K +$58.6K +1,084 +8%
Heirloom Wealth Management
910
Heirloom Wealth Management
Colorado
$716K +$713K +13,200 New
Global Strategic Investment Solutions
911
Global Strategic Investment Solutions
Arizona
$710K +$2.16K +40 +0.3%
Heritage Financial Services
912
Heritage Financial Services
Massachusetts
$705K -$21.6K -400 -3%
Geneos Wealth Management
913
Geneos Wealth Management
Colorado
$703K -$11.7K -216 -2%
SCA
914
Snowden Capital Advisors
New York
$703K +$40K +740 +5%
Cantor Fitzgerald
915
Cantor Fitzgerald
New York
$698K +$766K +14,176 New
Freestone Capital Holdings
916
Freestone Capital Holdings
Washington
$697K -$121K -2,232 -14%
ORC
917
O'Rourke & Company
Massachusetts
$697K -$71.1K -1,316 -9%
BC
918
Bowman & Company
Wisconsin
$690K +$83.4K +1,544 +12%
Frank Rimerman Advisors
919
Frank Rimerman Advisors
California
$689K -$5.62K -104 -0.7%
Evergreen Capital Management
920
Evergreen Capital Management
Washington
$685K +$9.29K +172 +1%
Montecito Bank & Trust
921
Montecito Bank & Trust
California
$685K +$38.3K +708 +5%
BA
922
BCM Advisors
Louisiana
$681K +$140K +2,588 +24%
Oxford Financial Group
923
Oxford Financial Group
Indiana
$677K – – –
NS
924
Newman & Schimel
Illinois
$675K -$57.7K -1,068 -7%
DFA
925
DHK Financial Advisors
New Hampshire
$675K – – –