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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QIM
226
Quest Investment Management
Oregon
$7.81M +$1.07M +22,160 +17%
MCM
227
Maryland Capital Management
Maryland
$7.7M +$127K +2,620 +2%
AIP
228
Almanack Investment Partners
Pennsylvania
$7.67M +$7.19M +148,424 New
WFM
229
Wolff Financial Management
Michigan
$7.6M +$319K +6,588 +5%
CWS
230
Cypress Wealth Services
California
$7.5M +$7.03M +145,172 New
CIC
231
Carnegie Investment Counsel
Ohio
$7.48M +$120K +2,484 +2%
GLA
232
Good Life Advisors
Pennsylvania
$7.43M +$161K +3,316 +2%
MWM
233
McNaughton Wealth Management
California
$7.43M -$238K -4,912 -3%
SPC
234
Sigma Planning Corp
Michigan
$7.27M +$77.5K +1,600 +1%
TCM
235
TD Capital Management
Tennessee
$7.22M +$15.1K +312 +0.2%
VWM
236
Venturi Wealth Management
Texas
$7.14M +$3.01M +62,156 +82%
AAS
237
Avantax Advisory Services
Texas
$7.13M -$7.3M -150,792 -52%
MNG
238
Manning & Napier Group
New York
$7.11M
MWC
239
MBM Wealth Consultants
Missouri
$7.09M +$105K +2,172 +2%
FNFDCM
240
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.07M -$243K -5,020 -4%
EWA
241
Exencial Wealth Advisors
Oklahoma
$7.04M -$113K -2,332 -2%
PRA
242
Pine Ridge Advisers
New York
$6.97M +$6.53M +134,900 New
WP
243
WMS Partners
Maryland
$6.94M -$246K -5,088 -4%
MFGP
244
Marshall Financial Group (Pennsylvania)
Pennsylvania
$6.91M +$885K +18,268 +16%
GA
245
Greytown Advisors
Florida
$6.89M -$137K -2,820 -2%
RFM
246
Royal Fund Management
Florida
$6.89M +$154K +3,172 +2%
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$6.85M +$6.42M +132,516 New
SMC
248
Smith, Moore & Co
Missouri
$6.85M +$32.5K +672 +0.5%
SS
249
Simplicity Solutions
Minnesota
$6.83M +$2.07M +42,784 +48%
PA
250
Pinnacle Associates
New York
$6.82M +$181K +3,736 +3%