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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$12.7M +$7.33M +168,168 +139%
VWA
127
Visionary Wealth Advisors
Illinois
$12.2M +$484K +11,112 +4%
SL
128
Systelligence LLC
Minnesota
$12.1M +$6.8M +155,972 +133%
MM
129
Meridian Management
Arkansas
$12M +$296K +6,804 +3%
BF
130
Blankinship & Foster
California
$12M +$104K +2,376 +0.9%
AA
131
Ancora Advisors
Ohio
$11.7M +$1.56M +35,808 +16%
NHC
132
Nicholas Hoffman & Company
Georgia
$11.7M +$421K +9,664 +4%
M&T Bank
133
M&T Bank
New York
$11.6M -$2.32M -53,248 -17%
EI
134
Ellevest Inc
New York
$11.4M +$1.01M +23,232 +10%
AAP
135
Arax Advisory Partners
Colorado
$11.4M +$51.9K +1,192 +0.5%
BAM
136
Berkshire Asset Management
Pennsylvania
$11.4M +$84.9K +1,948 +0.8%
WIC
137
Whitegate Investment Counselors
New Hampshire
$11.4M +$578K +13,256 +5%
ABC
138
Associated Banc-Corp
Wisconsin
$11.4M +$453K +10,392 +4%
PA
139
Parallel Advisors
California
$11.3M -$695K -15,960 -6%
BP
140
Ballentine Partners
Massachusetts
$11.3M -$21.8K -500 -0.2%
PFA
141
Pathway Financial Advisors
Vermont
$11.3M +$523K +12,000 +5%
Brown Advisory
142
Brown Advisory
Maryland
$11.3M -$283K -6,492 -2%
BWFA
143
Baltimore-Washington Financial Advisors
Maryland
$11.2M -$136K -3,116 -1%
Comerica Bank
144
Comerica Bank
Texas
$11.2M -$273K -6,264 -3%
PFPT
145
Pinnacle Financial Partners (Tennessee)
Tennessee
$11M -$229K -5,256 -2%
BC
146
Brio Consultants
California
$10.8M +$525K +12,052 +5%
W
147
WealthOne
New York
$10.8M +$76K +1,744 +0.7%
UCFA
148
United Capital Financial Advisors
Texas
$10.8M -$156K -3,572 -1%
CCFM
149
Clear Creek Financial Management
Washington
$10.8M +$10M +229,960 +1,589%
PCTC
150
Perkins Coie Trust Company
Washington
$10.7M +$1.6M +36,784 +18%