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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
426
Gemmer Asset Management
California
$9.6M -$282K -3,800 -3%
DWM
427
Dakota Wealth Management
Florida
$9.55M -$34.8K -468 -0.4%
TCM
428
TD Capital Management
Tennessee
$9.54M -$33.6K -452 -0.3%
HFRG
429
Houlihan Financial Resource Group
Virginia
$9.51M +$51.7K +696 +0.5%
CRC
430
Curi RMB Capital
Illinois
$9.44M -$106K -1,420 -1%
LBC
431
Lowe Brockenbrough & Co
Virginia
$9.42M -$800K -10,764 -8%
GA
432
GFS Advisors
Texas
$9.41M -$50.5K -680 -0.5%
HR
433
Howe & Rusling
New York
$9.4M +$375K +5,044 +4%
GT
434
GreatBanc Trust
Illinois
$9.38M -$122K -1,648 -1%
PAS
435
Park Avenue Securities
New York
$9.32M +$725K +9,756 +8%
STA
436
Summit Trail Advisors
New York
$9.27M +$9.06M +121,892 +1,693%
CFS
437
CRA Financial Services
New Jersey
$9.27M -$518K -6,972 -5%
WSA
438
Wealth Science Advisors
Georgia
$9.27M – – –
SFB
439
STAR Financial Bank
Indiana
$9.26M +$5.25M +70,696 +121%
EWP
440
Elevation Wealth Partners
California
$9.26M -$60.6K -816 -0.6%
CT
441
Caldwell Trust
Florida
$9.25M +$73.4K +988 +0.8%
MCM
442
Manchester Capital Management
Vermont
$9.19M -$389K -5,232 -4%
CTA
443
Chesley Taft & Associates
Illinois
$9.18M +$232K +3,120 +3%
FNBOO
444
First National Bank of Omaha
Nebraska
$9.15M +$667K +8,976 +7%
OA
445
Operose Advisors
Wisconsin
$9.14M -$1.35M -18,204 -13%
WF
446
Warner Financial
Maryland
$9.09M +$61.5K +828 +0.7%
XF
447
XML Financial
Maryland
$8.96M +$754K +10,144 +9%
1WM
448
1900 Wealth Management
Texas
$8.91M +$629K +8,468 +7%
KPWG
449
KFA Private Wealth Group
Virginia
$8.9M -$129K -1,732 -1%
FNFDCM
450
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.88M -$129K -1,740 -1%
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