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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
126
Cutler Investment Counsel
Oregon
$22.5M -$2.14M -40,168 -9%
WIC
127
Woodmont Investment Counsel
Tennessee
$22.3M +$1.33M +25,020 +6%
BF
128
Blankinship & Foster
California
$22.2M +$146K +2,748 +0.7%
WT
129
Whittier Trust
California
$22M -$19.6K -368 -0.1%
HWM
130
HB Wealth Management
Georgia
$21.9M -$658K -12,372 -3%
CFGS
131
Concourse Financial Group Securities
Alabama
$21.6M -$976K -18,348 -4%
AWS
132
Atria Wealth Solutions
New York
$21.4M +$1.57M +29,492 +8%
NAS
133
Nicolet Advisory Services
Wisconsin
$21.3M +$2.3M +43,284 +12%
AAP
134
Arax Advisory Partners
Colorado
$21.2M +$533K +10,024 +3%
ABC
135
Associated Banc-Corp
Wisconsin
$21M +$954K +17,924 +5%
CWM
136
Cranbrook Wealth Management
Michigan
$20.9M -$2.64M -49,608 -11%
NYLIM
137
New York Life Investment Management
New York
$20.7M +$2.53M +47,532 +14%
MAM
138
Marquette Asset Management
Minnesota
$20.3M +$2.58M +48,508 +14%
SB
139
Simmons Bank
Arkansas
$20.3M -$827K -15,548 -4%
W
140
Wealthquest
Ohio
$20.1M +$445K +8,372 +2%
Brown Advisory
141
Brown Advisory
Maryland
$20.1M -$612K -11,500 -3%
AAS
142
Avantax Advisory Services
Texas
$20M +$2M +37,532 +11%
DIP
143
DT Investment Partners
Pennsylvania
$19.7M +$1.11M +20,936 +6%
FSC
144
Full Sail Capital
Oklahoma
$19.6M -$792K -14,892 -4%
AWS
145
AJ Wealth Strategies
New York
$19.6M -$627K -11,788 -3%
PFA
146
Pure Financial Advisors
California
$19.4M +$276K +5,180 +1%
Empower Advisory Group
147
Empower Advisory Group
Colorado
$19.4M +$19.6M +368,564 New
RRA
148
Round Rock Advisors
Connecticut
$19.1M +$692K +13,000 +4%
FA
149
Fiducient Advisors
Illinois
$19M +$8.21M +154,380 +75%
SFS
150
Searcy Financial Services
Kansas
$18.5M +$63.6K +1,196 +0.3%