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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ABC
176
Associated Banc-Corp
Wisconsin
$676K +$67.7K +2,544 +12%
CAN
177
Cetera Advisor Networks
California
$656K +$99.6K +3,740 +19%
ST
178
Spinnaker Trust
Maine
$644K +$29.1K +1,092 +5%
HighTower Advisors
179
HighTower Advisors
Illinois
$634K +$354K +13,288 +136%
UBS AM
180
UBS AM
Illinois
$633K
SBH
181
Segall Bryant & Hamill
Illinois
$626K
HTC
182
Haverford Trust Company
Pennsylvania
$626K +$606K +22,752 New
LW
183
Linscomb Wealth
Texas
$623K -$2.02K -76 -0.3%
MPAM
184
Murphy Pohlad Asset Management
Minnesota
$618K
AssetMark Inc
185
AssetMark Inc
California
$580K +$208K +7,816 +59%
AWA
186
AmeriServ Wealth Advisors
Pennsylvania
$578K -$5.33K -200 -0.9%
OC
187
Oppenheimer & Co
New York
$576K +$639 +24 +0.1%
KFS
188
KMS Financial Services
Washington
$555K +$126K +4,732 +31%
DADC
189
D.A. Davidson & Co
Montana
$549K +$77.5K +2,912 +17%
LFG
190
LifePlan Financial Group
Ohio
$547K +$15.1K +568 +3%
CAM
191
Columbia Asset Management
Michigan
$543K +$525K +19,732 New
BJL
192
Brighton Jones LLC
Washington
$536K +$852 +32 +0.2%
BFO
193
Boston Family Office
Massachusetts
$501K
BA
194
Bridgewater Advisors
New York
$485K +$469K +17,616 New
DAS
195
Dynamic Advisor Solutions
Arizona
$477K +$461K +17,316 New
CLOS
196
Compagnie Lombard Odier SCmA
Switzerland
$462K +$447K +16,800 New
KeyBank National Association
197
KeyBank National Association
Ohio
$457K -$11.2K -420 -2%
DC
198
Davenport & Co
Virginia
$456K -$19.4K -728 -4%
FA
199
FDx Advisors
Illinois
$444K +$429K +16,128 New
AWA
200
ARS Wealth Advisors
Florida
$439K +$425K +15,960 New