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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
251
Geller Advisors
New York
$11.9M
BAMG
252
Brand Asset Management Group
Missouri
$11.9M +$156K +2,912 +1%
CA
253
CoreCap Advisors
Michigan
$11.9M -$138K -2,592 -1%
KWAG
254
Kiely Wealth Advisory Group
North Carolina
$11.8M +$10.9M +203,104 New
AllianceBernstein
255
AllianceBernstein
Tennessee
$11.8M -$3.32M -62,060 -23%
JGIA
256
Jackson Grant Investment Advisers
Connecticut
$11.7M -$73.5K -1,376 -0.7%
FNC
257
First National Corp
Massachusetts
$11.7M +$71.2K +1,332 +0.7%
CWAF
258
Core Wealth Advisors (Florida)
Florida
$11.7M +$424K +7,936 +4%
SRC
259
Shufro Rose & Co
New York
$11.7M -$102K -1,912 -0.8%
WF
260
Whelan Financial
California
$11.6M -$222K -4,160 -2%
CIC
261
Carnegie Investment Counsel
Ohio
$11.5M +$790K +14,792 +8%
HWM
262
Horizons Wealth Management
North Carolina
$11.5M +$156K +2,916 +1%
NFW
263
Noble Family Wealth
Florida
$11.5M +$196K +3,660 +2%
DC
264
Dorval Corp
Minnesota
$11.4M +$10.5M +195,980 New
LFA
265
Legend Financial Advisors
Pennsylvania
$11.3M +$180K +3,372 +2%
RA
266
Ruggaard & Associates
Ohio
$11.3M +$653K +12,216 +7%
GAM
267
Gemmer Asset Management
California
$11.2M +$590K +11,048 +6%
UFA
268
US Financial Advisors
Massachusetts
$11.2M +$442K +8,276 +4%
JA
269
JVL Associates
Michigan
$11.2M +$400K +7,480 +4%
TPCW
270
TD Private Client Wealth
New York
$11M +$1.11M +20,704 +12%
LIA
271
LBMC Investment Advisors
Tennessee
$11M +$615K +11,520 +6%
MCM
272
Manchester Capital Management
Vermont
$10.9M -$114K -2,140 -1%
LBC
273
Lowe Brockenbrough & Co
Virginia
$10.9M +$1.02M +19,052 +11%
RWI
274
Red Wave Investments
Pennsylvania
$10.7M +$37.2K +696 +0.4%
AHC
275
Anderson Hoagland & Co
Missouri
$10.7M +$3.63K +68 +0%