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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
201
Brighton Jones LLC
Washington
$652K +$70.1K +2,456 +13%
WA
202
WFG Advisors
Texas
$629K -$6.28K -220 -1%
ATC
203
Argent Trust Company
Louisiana
$622K +$599K +20,960 New
EWM
204
Elite Wealth Management
Washington
$621K +$39.3K +1,376 +7%
DAS
205
Dynamic Advisor Solutions
Arizona
$614K +$12.7K +444 +2%
DADC
206
D.A. Davidson & Co
Montana
$597K -$6.05K -212 -1%
LW
207
Linscomb Wealth
Texas
$594K -$66.5K -2,328 -10%
AWA
208
ARS Wealth Advisors
Florida
$553K -$44.8K -1,568 -8%
BFO
209
Boston Family Office
Massachusetts
$541K
BA
210
Bridgewater Advisors
New York
$511K
OC
211
Oppenheimer & Co
New York
$498K -$60.7K -2,124 -11%
ECM
212
EagleClaw Capital Management
Massachusetts
$485K +$36.6K +1,280 +8%
VF
213
Virtu Financial
New York
$480K +$462K +16,172 New
WSTAM
214
Wilbanks Smith & Thomas Asset Management
Virginia
$465K +$800 +28 +0.2%
CCP
215
Clarkston Capital Partners
Michigan
$454K +$18.8K +660 +5%
EWM
216
Evercore Wealth Management
New York
$454K +$114K +4,000 +35%
CAM
217
Columbia Asset Management
Michigan
$452K +$114 +4 +0%
OA
218
Oxbow Advisors
Texas
$451K
SNT
219
Security National Trust
West Virginia
$451K
DC
220
Davenport & Co
Virginia
$447K -$8K -280 -2%
EVM
221
Eaton Vance Management
Massachusetts
$445K
BRWA
222
B. Riley Wealth Advisors
Florida
$444K +$253K +8,864 +146%
TCM
223
Tradewinds Capital Management
Washington
$443K
WA
224
WBH Advisory
Maryland
$428K -$6.63K -232 -2%
FHB
225
First Hawaiian Bank
Hawaii
$415K