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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
151
Fulcrum Capital
Washington
$40.3M -$2.28M -29,406 -6%
MMPW
152
Mitchell McLeod Pugh & Williams
Alabama
$40.2M +$2.63M +33,879 +7%
WMA
153
William Mack & Associates
Michigan
$40M +$13.9M +179,416 +57%
CSIA
154
Conrad Siegel Investment Advisors
Pennsylvania
$39.7M +$141K +1,820 +0.4%
PFPG
155
Pinnacle Financial Partners (Georgia)
Georgia
$39.4M -$617K -7,956 -2%
TPW
156
TL Private Wealth
Texas
$39.4M +$117K +1,510 +0.3%
BFG
157
Bouchey Financial Group
New York
$38.2M +$102K +1,322 +0.3%
AT
158
American Trust
Kentucky
$38M -$436K -5,628 -1%
HNB
159
Huntington National Bank
Ohio
$37.8M +$771K +9,950 +3%
AM
160
AGF Management
Ontario, Canada
$37.4M -$1.81M -23,335 -5%
TPCW
161
TD Private Client Wealth
New York
$37.2M +$3M +38,685 +9%
AAS
162
Ameritas Advisory Services
Nebraska
$37M +$20M +257,748 +128%
NRI
163
NFP Retirement Inc
California
$36.9M -$545K -7,030 -2%
HWM
164
HB Wealth Management
Georgia
$36.8M +$133K +1,710 +0.4%
DADC
165
D.A. Davidson & Co
Montana
$36.4M +$1.66M +21,457 +5%
Bessemer Group
166
Bessemer Group
New Jersey
$36.4M +$13.9M +179,172 +66%
CPRC
167
Consolidated Portfolio Review Corp
New York
$36.2M
EA
168
Enclave Advisors
Texas
$36.1M -$5.72M -73,799 -14%
BF
169
BOK Financial
Oklahoma
$35.7M +$3.16M +40,742 +10%
MYIA
170
Mount Yale Investment Advisors
Colorado
$35.7M +$6.51M +83,928 +23%
CSP
171
Cary Street Partners
Virginia
$35.7M +$1.36M +17,600 +4%
ES
172
Eagle Strategies
New York
$35.6M +$21M +270,866 +159%
BF
173
Blankinship & Foster
California
$35.5M -$613K -7,907 -2%
TWM
174
TRB Wealth Management
Texas
$35.1M +$862K +11,124 +3%
CWM
175
Cranbrook Wealth Management
Michigan
$35M +$171K +2,201 +0.5%