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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
126
Atria Wealth Solutions
New York
$22.8M +$777K +14,160 +3%
GT
127
Glenmede Trust
Pennsylvania
$22.7M +$44.1K +804 +0.2%
MAM
128
Marquette Asset Management
Minnesota
$22.7M +$2.62M +47,728 +12%
WIC
129
Woodmont Investment Counsel
Tennessee
$22.4M +$804K +14,660 +4%
NAS
130
Nicolet Advisory Services
Wisconsin
$22.1M +$86.2K +1,572 +0.4%
DWM
131
Dechtman Wealth Management
Colorado
$22.1M +$757K +13,812 +3%
CFGS
132
Concourse Financial Group Securities
Alabama
$21.9M +$1.54K +28 +0%
CIC
133
Cutler Investment Counsel
Oregon
$21.9M -$118K -2,148 -0.5%
WT
134
Whittier Trust
California
$21.7M -$33.3K -608 -0.1%
DJSG
135
D.J. St. Germain
Massachusetts
$21.5M -$700K -12,764 -3%
W
136
Wealthquest
Ohio
$21.2M +$788K +14,372 +4%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$21.2M +$21.5M +391,636 +2,404%
ATPW
138
Ashton Thomas Private Wealth
Arizona
$21.2M +$2.63M +47,876 +13%
HWM
139
HB Wealth Management
Georgia
$21M -$691K -12,592 -3%
First Manhattan
140
First Manhattan
New York
$21M +$21.5M +391,500 +3,211%
CWM
141
Cranbrook Wealth Management
Michigan
$21M -$534K -9,740 -2%
AAS
142
Avantax Advisory Services
Texas
$20.9M +$565K +10,308 +3%
AFS
143
Axiom Financial Strategies
Indiana
$20.7M -$2.25M -41,048 -9%
CWA
144
Consilio Wealth Advisors
Washington
$20.1M +$514K +9,380 +2%
DIP
145
DT Investment Partners
Pennsylvania
$20M -$67.6K -1,232 -0.3%
PFA
146
Pure Financial Advisors
California
$19.8M +$699K +12,740 +3%
PMG
147
ProVise Management Group
Florida
$19.8M +$2.22M +40,500 +12%
LL
148
LWMG LLC
Minnesota
$19.7M +$1.51M +27,564 +8%
CCM
149
Condor Capital Management
New Jersey
$19.4M +$4.02M +73,340 +24%
Empower Advisory Group
150
Empower Advisory Group
Colorado
$19.3M +$168K +3,068 +0.8%