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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WMS Partners
Maryland
$984K
NES
127
New England Securities
New York
$980K +$719K +28,668 +300%
GLRA
128
Gerald L. Ray & Associates
Texas
$961K +$143K +5,700 +18%
MWM
129
Modera Wealth Management
New Jersey
$920K -$60.8K -2,424 -6%
HL
130
HeadInvest LLC
Maine
$917K +$79.3K +3,160 +10%
CNB
131
City National Bank
Delaware
$915K -$150K -5,960 -14%
AIG
132
American International Group
New York
$913K +$59.9K +2,388 +7%
CAMI
133
Concord Asset Management (Illinois)
Illinois
$905K +$223K +8,900 +34%
AIM
134
Acropolis Investment Management
Missouri
$900K +$881K +35,120 New
WT
135
Whittier Trust
California
$878K +$5.02K +200 +0.6%
PMG
136
ProVise Management Group
Florida
$851K +$49.6K +1,976 +6%
CDH
137
Charles D. Hyman
$830K
CFB
138
Cullen/Frost Bankers
Texas
$824K +$417K +16,628 +107%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$798K +$38.9K +1,552 +5%
SEIA
140
Signature Estate & Investment Advisors
California
$780K +$155K +6,192 +26%
PP
141
Patten & Patten
Tennessee
$770K +$48.2K +1,920 +7%
MFS
142
MSI Financial Services
Massachusetts
$766K +$435K +17,352 +138%
ZF
143
Zhang Financial
Michigan
$764K
FTIOP
144
Fiduciary Trust International of Pennsylvania
Pennsylvania
$743K +$37.6K +1,500 +5%
MJRIC
145
Mogy Joel R Investment Counsel
California
$728K -$20.1K -800 -3%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$722K -$21K -836 -3%
CTA
147
Chesley Taft & Associates
Illinois
$722K +$55.2K +2,200 +8%
VFS
148
VSR Financial Services
Kansas
$717K +$115K +4,576 +20%
PA
149
Pinnacle Associates
New York
$693K +$47.7K +1,900 +8%
BPBT
150
Boston Private Bank & Trust
Massachusetts
$688K