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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Pure Financial Advisors
California
$17.9M -$942K -17,356 -5%
SCM
127
SOL Capital Management
Maryland
$17.9M +$181K +3,328 +1%
FSC
128
Full Sail Capital
Oklahoma
$17.9M -$58.2K -1,072 -0.3%
WCWM
129
Wooster Corthell Wealth Management
Connecticut
$17.8M +$43K +792 +0.2%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$17.3M +$697K +12,844 +4%
EI
131
Ellevest Inc
New York
$17M +$1.71M +31,476 +11%
William Blair & Company
132
William Blair & Company
Illinois
$16.9M +$240K +4,416 +1%
MM
133
Meridian Management
Arkansas
$16.3M +$959K +17,680 +6%
TFO
134
Tarbox Family Office
California
$16.3M -$42.3K -780 -0.3%
WL
135
WIT LLC
District of Columbia
$16.3M
PCTC
136
Perkins Coie Trust Company
Washington
$16.2M +$1.27M +23,320 +9%
NHC
137
Nicholas Hoffman & Company
Georgia
$16.1M +$945K +17,416 +6%
PFA
138
Pathway Financial Advisors
Vermont
$15.5M +$153K +2,816 +1%
WIC
139
Whitegate Investment Counselors
New Hampshire
$15M +$192K +3,540 +1%
AWM
140
AE Wealth Management
Kansas
$15M +$5.97M +110,056 +69%
W
141
Wealthquest
Ohio
$14.9M +$1.11M +20,544 +8%
BAM
142
Berkshire Asset Management
Pennsylvania
$14.7M +$77.3K +1,424 +0.5%
NAMP
143
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$14.7M +$1.75M +32,280 +14%
NAS
144
Nicolet Advisory Services
Wisconsin
$14.7M -$1.53M -28,252 -10%
MAM
145
Marquette Asset Management
Minnesota
$14.6M +$653K +12,032 +5%
BWFA
146
Baltimore-Washington Financial Advisors
Maryland
$14.4M +$159K +2,936 +1%
Brown Advisory
147
Brown Advisory
Maryland
$14.3M -$653K -12,036 -4%
BP
148
Ballentine Partners
Massachusetts
$14.2M +$13K +240 +0.1%
RRA
149
Round Rock Advisors
Connecticut
$14.1M -$35.2K -648 -0.3%
CCM
150
Condor Capital Management
New Jersey
$14M +$125K +2,300 +0.9%