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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
376
Huntington National Bank
Ohio
$11.1M
EWA
377
EP Wealth Advisors
California
$11.1M +$11.1M +152,652 New
FB
378
First Bancorp
Maine
$11.1M +$302K +4,152 +3%
MWM
379
MOR Wealth Management
Pennsylvania
$11M +$11.1M +152,260 New
RWI
380
Red Wave Investments
Pennsylvania
$11M +$81.2K +1,116 +0.7%
WIC
381
Whitegate Investment Counselors
New Hampshire
$10.9M +$2.1M +28,928 +24%
RWA
382
Rooted Wealth Advisors
Illinois
$10.9M -$339K -4,664 -3%
MBI
383
May Barnhard Investments
Maryland
$10.9M +$121K +1,660 +1%
PMWMG
384
Parr McKnight Wealth Management Group
Minnesota
$10.8M -$154K -2,112 -1%
MNA
385
Manning & Napier Advisors
New York
$10.8M +$1.27M +17,424 +13%
CAM
386
CPA Asset Management
Florida
$10.8M +$905K +12,436 +9%
DK
387
David Kennon
Florida
$10.7M -$111K -1,532 -1%
ISFAN
388
Investor's Fiduciary Advisor Network
Washington
$10.7M +$7.84M +107,724 +270%
AH
389
Addis & Hill
Pennsylvania
$10.7M -$29.1K -400 -0.3%
ACA
390
Aspire Capital Advisors
Washington
$10.7M +$205K +2,812 +2%
CCW
391
Coastline Complete Wealth
South Carolina
$10.6M +$10.6M +146,048 New
FFG
392
Frisch Financial Group
New York
$10.6M -$93.4K -1,284 -0.9%
TCBWMS
393
Texas Capital Bank Wealth Management Services
Texas
$10.6M +$36.4K +500 +0.3%
CWA
394
Consilio Wealth Advisors
Washington
$10.6M -$129K -1,768 -1%
OA
395
Operose Advisors
Wisconsin
$10.6M -$3.94M -54,212 -27%
MOS
396
MGO One Seven
Ohio
$10.5M -$2.07M -28,416 -16%
OCFG
397
O'Connor Financial Group
Illinois
$10.4M +$177K +2,440 +2%
BFS
398
Beacon Financial Strategies
North Carolina
$10.3M +$96.9K +1,332 +0.9%
LBC
399
Lowe Brockenbrough & Co
Virginia
$10.3M -$320K -4,404 -3%
BWCS
400
Beirne Wealth Consulting Services
Connecticut
$10.3M -$287K -3,948 -3%