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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HB Wealth Management
Georgia
$21.8M -$416K -8,164 -2%
CFGS
127
Concourse Financial Group Securities
Alabama
$21.8M +$61.1K +1,200 +0.3%
PFM
128
Phillips Financial Management
Indiana
$21.8M -$2.93M -57,452 -12%
BF
129
Blankinship & Foster
California
$21.3M -$206K -4,044 -1%
WT
130
Whittier Trust
California
$21.3M +$50.9K +1,000 +0.2%
FW
131
Fidato Wealth
Ohio
$21.1M +$363K +7,132 +2%
SB
132
Simmons Bank
Arkansas
$20.4M -$2.29M -45,048 -10%
SAM
133
Stone Asset Management
Texas
$20.4M +$830K +16,304 +4%
WIC
134
Woodmont Investment Counsel
Tennessee
$20.3M +$1.22M +23,896 +6%
Brown Advisory
135
Brown Advisory
Maryland
$20M +$596K +11,696 +3%
AAP
136
Arax Advisory Partners
Colorado
$19.9M +$1.17M +23,060 +6%
FSC
137
Full Sail Capital
Oklahoma
$19.7M -$1.68M -33,044 -8%
NAS
138
Nicolet Advisory Services
Wisconsin
$19.6M +$5.56M +109,224 +42%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$19.6M -$39.3K -772 -0.2%
AWS
140
AJ Wealth Strategies
New York
$19.5M -$5.76M -113,100 -23%
ABC
141
Associated Banc-Corp
Wisconsin
$19.4M +$471K +9,248 +2%
AWS
142
Atria Wealth Solutions
New York
$19.2M +$2.9M +56,932 +18%
W
143
Wealthquest
Ohio
$19M +$555K +10,888 +3%
PCA
144
Personal Capital Advisors
California
$18.6M +$213K +4,172 +1%
PFA
145
Pure Financial Advisors
California
$18.5M -$1.25M -24,592 -6%
DIP
146
DT Investment Partners
Pennsylvania
$18.1M +$18M +354,056 +26,110%
SFS
147
Searcy Financial Services
Kansas
$17.8M +$279K +5,476 +2%
SC
148
Sepio Capital
Utah
$17.8M +$15.7M +307,424 +731%
RRA
149
Round Rock Advisors
Connecticut
$17.8M +$227K +4,460 +1%
NYLIM
150
New York Life Investment Management
New York
$17.6M -$686K -13,476 -4%