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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
SP Asset Management
California
$11.9M +$3.63M +57,984 +41%
SWP
227
Stratos Wealth Partners
Ohio
$11.8M +$1.21M +19,316 +12%
CRC
228
Curi RMB Capital
Illinois
$11.7M -$1.24M -19,844 -10%
PMG
229
ProVise Management Group
Florida
$11.7M +$2.43M +38,736 +27%
RCA
230
Riverview Capital Advisers
Massachusetts
$11.6M +$11.5M +182,908 New
PPA
231
Parametric Portfolio Associates
Washington
$11.5M +$9.61M +153,300 +573%
FWA
232
FSC Wealth Advisors
New York
$11.4M +$11.2M +179,288 New
JFA
233
JNBA Financial Advisors
Minnesota
$11.3M -$259K -4,128 -2%
NFG
234
Nations Financial Group
Iowa
$11.3M +$737K +11,760 +7%
VBWMG
235
Von Berge Wealth Management Group
California
$11.3M +$12M +191,960 New
MCM
236
Maryland Capital Management
Maryland
$11.1M -$125K -1,996 -1%
AAM
237
Ameraudi Asset Management
New York
$11.1M +$960K +15,312 +10%
WFM
238
Wolff Financial Management
Michigan
$11M +$10.8M +172,016 New
Citigroup
239
Citigroup
New York
$10.9M -$3.53M -56,268 -25%
AF
240
Advisornet Financial
Minnesota
$10.8M +$421K +6,724 +4%
TCM
241
Twele Capital Management
Minnesota
$10.8M +$211K +3,368 +2%
CIC
242
Carnegie Investment Counsel
Ohio
$10.8M +$719K +11,472 +7%
AIM
243
Acropolis Investment Management
Missouri
$10.7M -$196K -3,128 -2%
PA
244
Pinnacle Associates
New York
$10.7M +$1.26M +20,080 +14%
GA
245
Greytown Advisors
Florida
$10.7M -$5.77K -92 -0.1%
BFEC
246
Benjamin F. Edwards & Company
Missouri
$10.7M -$256K -4,088 -2%
TWA
247
Tillar-Wenstrup Advisors
Ohio
$10.7M -$1.83M -29,124 -15%
BWM
248
BerganKDV Wealth Management
Minnesota
$10.6M +$1.42M +22,676 +16%
WFA
249
Wells Financial Advisors
Massachusetts
$10.6M +$535K +8,532 +5%
TFP
250
TrueWealth Financial Partners
Washington
$10.6M +$10.4M +166,380 New