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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
126
Cutler Investment Counsel
Oregon
$27.3M +$41.1K +676 +0.2%
FA
127
Fiducient Advisors
Illinois
$27.1M +$3.11M +51,112 +13%
SAM
128
SP Asset Management
California
$27M -$312K -5,140 -1%
BF
129
Blankinship & Foster
California
$27M -$14.3K -236 -0.1%
LL
130
LWMG LLC
Minnesota
$26.9M +$2.1M +34,596 +8%
W
131
Wealthquest
Ohio
$26.8M +$1.23M +20,232 +5%
PFM
132
Phillips Financial Management
Indiana
$26.6M -$56.2K -924 -0.2%
ANTB
133
AMG National Trust Bank
Colorado
$26.4M +$3.11M +51,116 +13%
AAP
134
Arax Advisory Partners
Colorado
$26.4M -$338K -5,564 -1%
DIP
135
DT Investment Partners
Pennsylvania
$25.9M +$508K +8,352 +2%
DWM
136
Dechtman Wealth Management
Colorado
$25.3M -$195K -3,212 -0.8%
PLU
137
Performa Ltd (US)
South Carolina
$25.1M +$2.07M +34,104 +9%
ATPW
138
Ashton Thomas Private Wealth
Arizona
$25.1M +$6.08K +100 +0%
CWM
139
Cranbrook Wealth Management
Michigan
$24.9M -$70.2K -1,156 -0.3%
WT
140
Whittier Trust
California
$24.8M +$424K +6,984 +2%
AAS
141
Avantax Advisory Services
Texas
$24M +$4.08M +67,180 +20%
Northern Trust
142
Northern Trust
Illinois
$24M +$915K +15,064 +4%
AFS
143
Axiom Financial Strategies
Indiana
$23.8M +$133K +2,192 +0.6%
BFG
144
Bouchey Financial Group
New York
$23.7M -$3.05M -50,196 -11%
PFA
145
Pure Financial Advisors
California
$23.6M +$594K +9,768 +3%
NAS
146
Nicolet Advisory Services
Wisconsin
$23.3M -$633K -10,416 -3%
William Blair & Company
147
William Blair & Company
Illinois
$23.2M +$868K +14,280 +4%
DJSG
148
D.J. St. Germain
Massachusetts
$23.2M -$334K -5,492 -1%
AFA
149
American Financial Advisors
Georgia
$22.9M +$2.68M +44,060 +13%
HWM
150
HB Wealth Management
Georgia
$22.9M -$783K -12,892 -3%