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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
226
Geller Advisors
New York
$10.4M
GWM
227
GDS Wealth Management
Texas
$10.4M +$840K +16,492 +9%
PA
228
Parallel Advisors
California
$10.3M -$258K -5,072 -2%
UB
229
UMB Bank
Missouri
$10.3M -$595K -11,684 -5%
CSIA
230
Conrad Siegel Investment Advisors
Pennsylvania
$10.3M +$598K +11,744 +6%
MWM
231
Marietta Wealth Management
Georgia
$10.2M +$478K +9,388 +5%
RCA
232
Riverview Capital Advisers
Massachusetts
$10.2M +$104K +2,040 +1%
ASI
233
Advisory Services & Investments
Oregon
$10.1M +$604K +11,852 +6%
FFS
234
Founders Financial Securities
Maryland
$10.1M +$1.44M +28,192 +17%
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$10.1M -$115K -2,252 -1%
TFP
236
TrueWealth Financial Partners
Washington
$10M +$356K +6,996 +4%
AF
237
Advisornet Financial
Minnesota
$9.97M +$318K +6,244 +3%
FMWA
238
Forvis Mazars Wealth Advisors
Missouri
$9.96M -$267K -5,248 -3%
BAMG
239
Brand Asset Management Group
Missouri
$9.92M -$203K -3,976 -2%
JA
240
JVL Associates
Michigan
$9.85M +$1.48M +29,012 +18%
TCM
241
Twele Capital Management
Minnesota
$9.84M +$4.08K +80 +0%
HWM
242
Horizons Wealth Management
North Carolina
$9.81M +$457K +8,976 +5%
FNC
243
First National Corp
Massachusetts
$9.79M +$321K +6,304 +3%
RWI
244
Red Wave Investments
Pennsylvania
$9.79M +$258K +5,060 +3%
SCA
245
Sandy Cove Advisors
Massachusetts
$9.74M -$237K -4,652 -2%
HI
246
Horizon Investments
North Carolina
$9.7M +$1.39M +27,196 +17%
LCWP
247
Legacy Capital Wealth Partners
Arkansas
$9.68M +$196K +3,840 +2%
REMPR
248
Roof Eidam Maycock Peralta (REMP)
California
$9.65M -$331K -6,504 -3%
UCFA
249
United Capital Financial Advisors
Texas
$9.61M -$1.69M -33,088 -15%
CA
250
CoreCap Advisors
Michigan
$9.59M +$798K +15,664 +9%