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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFM
401
Bridgewater Wealth & Financial Management
Maryland
$249K
GHA
402
GW Henssler & Associates
Georgia
$248K
EWA
403
EP Wealth Advisors
California
$245K
PFPT
404
Pinnacle Financial Partners (Tennessee)
Tennessee
$243K
JIC
405
Johnson Investment Counsel
Ohio
$243K +$242K +7,540 New
GIM
406
Greystone Investment Management
Ohio
$239K
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$239K +$249K +7,748 New
FNBOO
408
First National Bank of Omaha
Nebraska
$237K -$5.52K -172 -2%
GHAM
409
Gilman Hill Asset Management
Connecticut
$237K
PWW
410
Pettyjohn Wood & White
Virginia
$231K +$642 +20 +0.3%
MIH
411
Madison Investment Holdings
Wisconsin
$226K +$224K +6,992 New
CFA
412
Carroll Financial Associates
North Carolina
$223K
Jane Street
413
Jane Street
New York
$220K -$10.8M -337,316 -98%
CC
414
Cadinha & Co
Hawaii
$220K
GWM
415
Greenwich Wealth Management
Connecticut
$218K
TCOO
416
Trust Company of Oklahoma
Oklahoma
$214K
CL
417
Choreo LLC
Illinois
$213K
PP
418
Patten & Patten
Tennessee
$210K +$208K +6,480 New
LA
419
LVW Advisors
New York
$209K -$195K -6,088 -49%
BFS
420
Bradley Foster & Sargent
Connecticut
$208K +$206K +6,420 New
MC
421
Moors & Cabot
Massachusetts
$207K +$205K +6,396 New
MC
422
Mathes Company
New York
$207K +$205K +6,400 New
TI
423
Truepoint Inc
Ohio
$207K +$206K +6,408 New
RWA
424
RGT Wealth Advisors
Texas
$207K +$206K +6,424 New
GP
425
Girard Partners
Pennsylvania
$205K -$45.6K -1,420 -18%