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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
226
Ironsides Asset Advisors
North Carolina
$11.7M -$30.3K -516 -0.3%
VBWMG
227
Von Berge Wealth Management Group
California
$11.7M +$477K +8,128 +4%
RCA
228
Riverview Capital Advisers
Massachusetts
$11.6M +$751K +12,804 +7%
SWM
229
Spire Wealth Management
Virginia
$11.5M -$2.35M -40,024 -17%
CRC
230
Curi RMB Capital
Illinois
$11.5M +$590K +10,060 +5%
BWM
231
BerganKDV Wealth Management
Minnesota
$11.4M +$1.44M +24,612 +15%
REMPR
232
Roof Eidam Maycock Peralta (REMP)
California
$11.4M -$361K -6,148 -3%
RWI
233
Red Wave Investments
Pennsylvania
$11.3M +$23.9K +408 +0.2%
BONH
234
Bank of New Hampshire
New Hampshire
$11.3M +$150K +2,560 +1%
NFG
235
Nations Financial Group
Iowa
$11.2M +$642K +10,944 +6%
AW
236
Avion Wealth
Texas
$11.2M -$283K -4,832 -3%
PPA
237
Parametric Portfolio Associates
Washington
$11.2M +$456K +7,764 +4%
TCM
238
Twele Capital Management
Minnesota
$11.2M +$1.05M +17,960 +11%
Citigroup
239
Citigroup
New York
$10.9M +$705K +12,016 +7%
BAMG
240
Brand Asset Management Group
Missouri
$10.9M -$302K -5,140 -3%
LCWP
241
Legacy Capital Wealth Partners
Arkansas
$10.8M -$4.99M -85,112 -32%
GAM
242
Gemmer Asset Management
California
$10.8M +$6.81M +116,064 +178%
BWM
243
Baystate Wealth Management
Massachusetts
$10.8M +$1.25M +21,248 +13%
AF
244
Advisornet Financial
Minnesota
$10.7M +$619K +10,544 +6%
WFM
245
Wolff Financial Management
Michigan
$10.4M +$130K +2,220 +1%
HFW
246
Horizon Family Wealth
Illinois
$10.3M +$510K +8,692 +5%
MCM
247
Maryland Capital Management
Maryland
$10.3M -$64.3K -1,096 -0.6%
FT
248
Fiduciary Trust
Massachusetts
$10.3M -$1.68M -28,676 -14%
UBV
249
United Bank (Virginia)
Virginia
$10.3M -$1.28M -21,792 -11%
FNC
250
First National Corp
Massachusetts
$10.2M +$370K +6,308 +4%