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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
126
Axiom Financial Strategies
Indiana
$24.2M -$3.61M -68,844 -14%
DJSG
127
D.J. St. Germain
Massachusetts
$23.5M +$22.3M +426,212 New
NAS
128
Nicolet Advisory Services
Wisconsin
$23.4M +$981K +18,712 +5%
AWS
129
Atria Wealth Solutions
New York
$23.3M +$894K +17,052 +4%
CIC
130
Cutler Investment Counsel
Oregon
$23.2M -$256K -4,876 -1%
CFGS
131
Concourse Financial Group Securities
Alabama
$23.1M +$542K +10,336 +3%
GT
132
Glenmede Trust
Pennsylvania
$23M
HWM
133
HB Wealth Management
Georgia
$22.9M +$18.5K +352 +0.1%
WT
134
Whittier Trust
California
$22.9M -$40.3K -768 -0.2%
WIC
135
Woodmont Investment Counsel
Tennessee
$22.9M -$406K -7,744 -2%
ABC
136
Associated Banc-Corp
Wisconsin
$22.8M +$803K +15,316 +4%
CWM
137
Cranbrook Wealth Management
Michigan
$22.7M +$851K +16,224 +4%
AAP
138
Arax Advisory Partners
Colorado
$22.6M +$471K +8,988 +2%
DWM
139
Dechtman Wealth Management
Colorado
$22.6M +$21.5M +410,188 New
DIP
140
DT Investment Partners
Pennsylvania
$21.9M +$482K +9,192 +2%
W
141
Wealthquest
Ohio
$21.7M +$649K +12,380 +3%
AAS
142
Avantax Advisory Services
Texas
$21.5M +$633K +12,080 +3%
MAM
143
Marquette Asset Management
Minnesota
$21.4M +$144K +2,748 +0.7%
CWA
144
Consilio Wealth Advisors
Washington
$21.3M +$6.93M +132,200 +52%
Brown Advisory
145
Brown Advisory
Maryland
$21M +$24.7K +472 +0.1%
SB
146
Simmons Bank
Arkansas
$20.6M -$581K -11,088 -3%
PFA
147
Pure Financial Advisors
California
$20.3M +$12.8K +244 +0.1%
Empower Advisory Group
148
Empower Advisory Group
Colorado
$20.2M -$42.6K -812 -0.2%
FA
149
Fiducient Advisors
Illinois
$20.2M +$389K +7,412 +2%
FSC
150
Full Sail Capital
Oklahoma
$20.2M -$315K -6,004 -2%