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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
301
Ziegler Capital Management
Illinois
$5.38M
MHS
302
M Holdings Securities
Oregon
$5.35M +$427K +8,820 +9%
BFS
303
Bradley Foster & Sargent
Connecticut
$5.32M +$48K +992 +1%
MFA
304
McClarren Financial Advisors
Pennsylvania
$5.29M +$4.96M +102,344 New
CAM
305
Cozad Asset Management
Illinois
$5.25M +$180K +3,720 +4%
SHWM
306
Smith & Howard Wealth Management
Georgia
$5.24M +$225K +4,640 +5%
NEGWA
307
New England Guild Wealth Advisors
Connecticut
$5.23M +$45.9K +948 +0.9%
CAM
308
Cresset Asset Management
Illinois
$5.22M +$178K +3,672 +4%
VA
309
Valmark Advisers
Ohio
$5.17M +$460K +9,504 +10%
SC
310
Sepio Capital
Utah
$5.16M +$1.83M +37,744 +61%
AWA
311
Arkadios Wealth Advisors
Georgia
$5.08M +$4.75M +98,124 +122,655%
IHWM
312
Iron Horse Wealth Management
Iowa
$5.06M +$4.74M +97,840 New
BC
313
Bartlett & Co
Ohio
$5.02M -$20.9K -432 -0.4%
BCWM
314
Bartlett & Co Wealth Management
Ohio
$5.02M -$20.9K -432 -0.4%
LWA
315
LWS Wealth Advisors
New Jersey
$4.98M -$78.8K -1,628 -2%
FPIS
316
Financial Planning & Information Services
Wisconsin
$4.95M -$65.7K -1,356 -1%
NF
317
Nikulski Financial
Iowa
$4.91M +$71.1K +1,468 +2%
HPWM
318
Highland Private Wealth Management
Washington
$4.87M +$284K +5,860 +7%
DAS
319
Dynamic Advisor Solutions
Arizona
$4.79M +$799K +16,508 +22%
PCFFS
320
Pacific Center for Financial Services
California
$4.78M +$25.8K +532 +0.6%
WA
321
Waverly Advisors
Alabama
$4.71M -$81K -1,672 -2%
PP
322
PDS Planning
Ohio
$4.7M +$119K +2,456 +3%
Prudential Financial
323
Prudential Financial
New Jersey
$4.69M +$975K +20,140 +29%
EVM
324
Eaton Vance Management
Massachusetts
$4.67M +$1.16M +23,880 +36%
BG
325
Berry Group
Massachusetts
$4.66M +$201K +4,152 +5%