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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
201
Atria Investments
North Carolina
$1.76M +$885K +28,972 +105%
CIM
202
Cambria Investment Management
California
$1.71M +$498K +16,296 +42%
HPBT
203
High Point Bank & Trust
North Carolina
$1.71M
CP
204
Camelot Portfolios
Ohio
$1.7M -$35.9K -1,176 -2%
RJT
205
Raymond James Trust
Florida
$1.68M -$28K -916 -2%
CS
206
Comerica Securities
Michigan
$1.61M +$606K +19,824 +61%
BCP
207
Berkeley Capital Partners
Georgia
$1.61M -$270K -8,824 -15%
OC
208
Oppenheimer & Co
New York
$1.59M +$94.5K +3,092 +6%
AAM
209
Aureus Asset Management
Massachusetts
$1.56M -$31.3K -1,024 -2%
MBT
210
Montecito Bank & Trust
California
$1.56M -$307K -10,060 -17%
EMA
211
Efficient Market Advisors
California
$1.56M -$300K -9,828 -16%
IH
212
IFC Holdings
Florida
$1.55M +$29K +948 +2%
LFG
213
LifePlan Financial Group
Ohio
$1.51M +$75.1K +2,456 +5%
AA
214
Alesco Advisors
New York
$1.5M -$25.1K -820 -2%
OCM
215
One Capital Management
California
$1.48M -$68.8K -2,252 -4%
MBA
216
McQueen Ball & Associates
Pennsylvania
$1.47M +$43K +1,408 +3%
ATC
217
Argent Trust Co
Tennessee
$1.46M -$60K -1,964 -4%
HPWM
218
Highland Private Wealth Management
Washington
$1.43M +$1.41M +46,160 New
HFA
219
High Falls Advisors
New York
$1.39M +$1.1M +36,124 +354%
EA
220
Elm Advisors
California
$1.39M -$58.7K -1,920 -4%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$1.36M +$230K +7,524 +20%
NFG
222
Nations Financial Group
Iowa
$1.35M +$19.6K +640 +1%
FTUS
223
Flow Traders U.S.
New York
$1.34M +$1.32M +43,324 New
FPB
224
First PREMIER Bank
South Dakota
$1.32M
EVM
225
Eaton Vance Management
Massachusetts
$1.3M +$416K +13,600 +48%