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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAAM
201
First Allied Asset Management
California
$557K +$186K +6,708 +52%
EWM
202
Elite Wealth Management
Washington
$555K +$497K +17,920 +1,095%
BJL
203
Brighton Jones LLC
Washington
$554K
AT
204
Arden Trust
Delaware
$550K +$538K +19,392 New
OC
205
Oppenheimer & Co
New York
$537K -$55.5K -2,000 -10%
BFO
206
Boston Family Office
Massachusetts
$518K
BA
207
Bridgewater Advisors
New York
$489K -$11.1K -400 -2%
KeyBank National Association
208
KeyBank National Association
Ohio
$475K +$2.77K +100 +0.6%
WJA
209
Williams Jones & Associates
New York
$454K +$222K +8,000 +100%
RJT
210
Raymond James Trust
Florida
$452K +$48.8K +1,760 +12%
WSTAM
211
Wilbanks Smith & Thomas Asset Management
Virginia
$445K +$22.8K +820 +6%
DC
212
Davenport & Co
Virginia
$436K -$33.7K -1,216 -7%
CAM
213
Columbia Asset Management
Michigan
$432K -$125K -4,504 -23%
OA
214
Oxbow Advisors
Texas
$432K
SNT
215
Security National Trust
West Virginia
$432K
ECM
216
EagleClaw Capital Management
Massachusetts
$428K +$419K +15,100 New
PCTC
217
Perkins Coie Trust Company
Washington
$427K
EVM
218
Eaton Vance Management
Massachusetts
$425K
TCM
219
Tradewinds Capital Management
Washington
$424K
WA
220
WBH Advisory
Maryland
$416K -$21.8K -784 -5%
CCP
221
Clarkston Capital Partners
Michigan
$415K +$4.33K +156 +1%
BSB
222
Bangor Savings Bank
Maine
$403K
FHB
223
First Hawaiian Bank
Hawaii
$397K
EFS
224
Edelman Financial Services
Virginia
$369K +$1.11K +40 +0.3%
BFA
225
Beaumont Financial Advisors
Massachusetts
$353K -$3.33K -120 -1%