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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
151
MSI Financial Services
Massachusetts
$882K +$57.9K +2,176 +7%
AAM
152
Aureus Asset Management
Massachusetts
$872K -$309K -11,596 -27%
DT
153
Diversified Trust
Tennessee
$842K +$815K +30,624 New
WT
154
Whittier Trust
California
$828K -$111K -4,160 -12%
PP
155
Patten & Patten
Tennessee
$827K
BCI
156
Brinker Capital Investments
Pennsylvania
$826K +$143K +5,360 +22%
VFS
157
VSR Financial Services
Kansas
$824K +$52.5K +1,972 +7%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$823K +$47.2K +1,772 +6%
ZF
159
Zhang Financial
Michigan
$820K
GT
160
Glenmede Trust
Pennsylvania
$814K +$109K +4,080 +16%
FTIOP
161
Fiduciary Trust International of Pennsylvania
Pennsylvania
$797K
CTA
162
Chesley Taft & Associates
Illinois
$794K +$17.4K +652 +2%
MJRIC
163
Mogy Joel R Investment Counsel
California
$781K
CWM
164
Concert Wealth Management
California
$777K +$216K +8,108 +40%
SHA
165
Smith Hayes Advisers
Nebraska
$771K +$180K +6,756 +32%
DHFB
166
Dixon Hubard Feinour & Brown
Virginia
$753K +$117K +4,408 +19%
BPBT
167
Boston Private Bank & Trust
Massachusetts
$738K
PA
168
Pinnacle Associates
New York
$730K -$13.3K -500 -2%
CIC
169
Cornercap Investment Counsel
Georgia
$730K
PFA
170
Pure Financial Advisors
California
$728K +$33.7K +1,264 +5%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$719K +$36.1K +1,356 +5%
OC
172
Oarsman Capital
Wisconsin
$718K +$30.5K +1,144 +5%
ICOA
173
Investment Centers of America
North Dakota
$701K -$764K -28,712 -51%
BFA
174
Bragg Financial Advisors
North Carolina
$701K -$7.46K -280 -1%
HS
175
Huntington Steele
Pennsylvania
$676K