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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
176
Davenport & Co
Virginia
$443K -$25.1K -1,000 -5%
DADC
177
D.A. Davidson & Co
Montana
$437K +$401 +16 +0.1%
KeyBank National Association
178
KeyBank National Association
Ohio
$437K +$120K +4,776 +39%
WA
179
WBH Advisory
Maryland
$404K +$100 +4 +0%
KFS
180
KMS Financial Services
Washington
$396K +$27.6K +1,100 +8%
OA
181
Oxbow Advisors
Texas
$389K
SNT
182
Security National Trust
West Virginia
$389K
EVM
183
Eaton Vance Management
Massachusetts
$384K
EFS
184
Edelman Financial Services
Virginia
$372K -$3.71K -148 -1%
RJT
185
Raymond James Trust
Florida
$363K
HNB
186
Huntington National Bank
Ohio
$358K
FHB
187
First Hawaiian Bank
Hawaii
$358K +$288K +11,468 +457%
BSB
188
Bangor Savings Bank
Maine
$357K
CCP
189
Clarkston Capital Partners
Michigan
$342K -$7.53K -300 -2%
WSTAM
190
Wilbanks Smith & Thomas Asset Management
Virginia
$340K
AssetMark Inc
191
AssetMark Inc
California
$340K +$333K +13,268 New
BFA
192
Beaumont Financial Advisors
Massachusetts
$331K -$39K -1,556 -11%
TSWM
193
Triangle Securities Wealth Management
North Carolina
$314K
WG
194
Winchester Group
New York
$307K
BSW
195
Buckingham Strategic Wealth
Missouri
$304K
AWMS
196
Advocacy Wealth Management Services
Georgia
$298K +$93.2K +3,716 +47%
SIC
197
Sigma Investment Counselors
Michigan
$295K -$6.02K -240 -2%
EWM
198
Evercore Wealth Management
New York
$295K +$25.1K +1,000 +10%
HC
199
HHG & Company
Connecticut
$287K
ICAS
200
Investors Capital Advisory Services
Massachusetts
$285K +$66.4K +2,648 +31%