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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDH
176
Charles D. Hyman
$950K
CTA
177
Chesley Taft & Associates
Illinois
$943K
MWM
178
Modera Wealth Management
New Jersey
$925K -$6.77K -228 -0.7%
BPBT
179
Boston Private Bank & Trust
Massachusetts
$923K +$10.1K +340 +1%
NFG
180
Next Financial Group
Texas
$898K +$909K +30,620 New
CAN
181
Cetera Advisor Networks
California
$877K +$13.7K +460 +2%
ZF
182
Zhang Financial
Michigan
$875K
KeyBank National Association
183
KeyBank National Association
Ohio
$867K -$46.9K -1,580 -5%
MJRIC
184
Mogy Joel R Investment Counsel
California
$833K
VAM
185
Visionary Asset Management
Texas
$822K -$9.86K -332 -1%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$822K +$33.6K +1,132 +4%
OC
187
Oarsman Capital
Wisconsin
$818K +$15K +504 +2%
BFA
188
Bragg Financial Advisors
North Carolina
$817K -$22K -740 -3%
ICAS
189
Investors Capital Advisory Services
Massachusetts
$812K +$75.5K +2,544 +10%
KWMG
190
King Wealth Management Group
Florida
$810K +$11.9K +400 +1%
FTIOP
191
Fiduciary Trust International of Pennsylvania
Pennsylvania
$804K -$12.7K -428 -2%
EWM
192
Evercore Wealth Management
New York
$798K +$353K +11,880 +78%
WT
193
Whittier Trust
California
$797K +$34.3K +1,156 +4%
OCM
194
One Capital Management
California
$756K -$2.97K -100 -0.4%
FWM
195
Focused Wealth Management
New York
$755K -$4.2M -141,592 -85%
NES
196
New England Securities
New York
$745K -$69.6K -2,344 -8%
PA
197
Pinnacle Associates
New York
$736K -$11.9K -400 -2%
CWM
198
Concert Wealth Management
California
$734K -$34.4K -1,160 -4%
HS
199
Huntington Steele
Pennsylvania
$721K
ATC
200
Argent Trust Company
Louisiana
$703K +$89.1K +3,000 +14%