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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
126
Private Capital Group
Connecticut
$8.45M -$90.1K -2,296 -1%
SWM
127
SVA Wealth Management
Wisconsin
$8.45M -$447K -11,380 -5%
PCA
128
Personal Capital Advisors
California
$8.43M +$1.38M +35,080 +20%
WTC
129
WhitTier Trust Company
Nevada
$8.39M
PFA
130
Pathway Financial Advisors
Vermont
$8.38M +$118K +3,008 +1%
JGIA
131
Jackson Grant Investment Advisers
Connecticut
$8.32M -$41K -1,044 -0.5%
CFGF
132
Compass Financial Group (Florida)
Florida
$8.27M +$141K +3,588 +2%
SWP
133
Stratos Wealth Partners
Ohio
$8M +$68.9K +1,756 +0.9%
CB
134
Cadence Bank
Mississippi
$7.95M +$651K +16,580 +9%
RW
135
REDW Wealth
New Mexico
$7.93M -$154K -3,924 -2%
AC
136
Abbrea Capital
California
$7.85M +$770K +19,604 +11%
AAMA
137
Advanced Asset Management Advisors
Ohio
$7.72M
Fiera Capital (Canada)
138
Fiera Capital (Canada)
Quebec, Canada
$7.72M -$171K -4,344 -2%
CB
139
Chemical Bank
Michigan
$7.68M +$77.6K +1,976 +1%
CS
140
Comerica Securities
Michigan
$7.56M +$351K +8,936 +5%
PFM
141
Phillips Financial Management
Indiana
$7.54M -$87.1K -2,220 -1%
WIC
142
Woodmont Investment Counsel
Tennessee
$7.49M +$230K +5,868 +3%
NHC
143
Nicholas Hoffman & Company
Georgia
$7.43M +$871K +22,184 +13%
VFP
144
Verus Financial Partners
Virginia
$7.34M -$138K -3,524 -2%
TNB
145
Thomasville National Bank
Georgia
$7.28M +$2.19M +55,880 +43%
BAMG
146
Brand Asset Management Group
Missouri
$7.25M +$7.23M +184,080 New
BFEC
147
Benjamin F. Edwards & Company
Missouri
$7.21M +$371K +9,448 +5%
WSTAM
148
Wilbanks Smith & Thomas Asset Management
Virginia
$7.12M +$4.62M +117,644 +187%
CC
149
Callan Capital
California
$6.81M -$20.1K -512 -0.3%
MCM
150
Maryland Capital Management
Maryland
$6.81M +$101K +2,584 +2%