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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
226
William Mack & Associates
Michigan
$19.5M +$3.36M +46,836 +21%
SRC
227
Shufro Rose & Co
New York
$19.5M -$66.4K -924 -0.3%
ICMM
228
Integrated Capital Management (Michigan)
Michigan
$19.4M +$18.8M +261,380 New
BEI
229
Benjamin Edwards Inc
Missouri
$19.3M +$649K +9,040 +4%
BP
230
Ballentine Partners
Massachusetts
$19.2M -$87.3K -1,216 -0.5%
VWA
231
Visionary Wealth Advisors
Illinois
$18.9M +$10.1M +140,236 +120%
SPP
232
Single Point Partners
Massachusetts
$18.9M +$25K +348 +0.1%
BAM
233
Berkshire Asset Management
Pennsylvania
$18.8M -$10.9K -152 -0.1%
TFO
234
Tarbox Family Office
California
$18.7M
CA
235
Crane Advisory
California
$18.3M -$461K -6,416 -3%
JWCA
236
J.W. Cole Advisors
Florida
$18.2M +$2.37M +32,996 +15%
HIMC
237
Heritage Investors Management Corp
Maryland
$18M -$639K -8,904 -3%
MFGP
238
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.9M +$293K +4,080 +2%
CL
239
Choreo LLC
Illinois
$17.7M +$419K +5,828 +2%
NLWP
240
Next Level Wealth Planning
Idaho
$17.6M +$971K +13,520 +6%
SFG
241
Sage Financial Group
Pennsylvania
$17.6M +$718K +10,000 +4%
HC
242
Hillman Company
Pennsylvania
$17.5M
BIM
243
Bridges Investment Management
Nebraska
$17.5M -$96.8K -1,348 -0.6%
GVAG
244
Great Valley Advisor Group
Delaware
$17.4M -$413K -5,752 -2%
Schroder Investment Management Group
245
Schroder Investment Management Group
United Kingdom
$17.3M +$1.24M +17,236 +8%
PWM
246
Praetorian Wealth Management
California
$17.2M +$225K +3,132 +1%
IFPL
247
Investments & Financial Planning LLC
Kentucky
$17.2M -$51.1K -712 -0.3%
NAMP
248
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$17M +$35.9K +500 +0.2%
Principal Financial Group
249
Principal Financial Group
Iowa
$17M +$646K +9,000 +4%
SC
250
Sierra Capital
Florida
$16.9M +$137K +1,912 +0.8%