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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
151
Wealthquest
Ohio
$10.6M +$602K +13,812 +6%
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$10.5M -$403K -9,244 -4%
NAMP
153
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.4M -$218K -5,000 -2%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.3M -$39.9K -916 -0.4%
MA
155
Montag & Associates
Georgia
$10.1M -$375K -8,600 -4%
FFG
156
Frisch Financial Group
New York
$10.1M +$29.8K +684 +0.3%
EIG
157
Ellenbecker Investment Group
Wisconsin
$9.88M -$2.79M -64,020 -22%
GT
158
Glenview Trust
Kentucky
$9.71M +$30.3K +696 +0.3%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$9.66M -$1.09M -25,060 -10%
WIC
160
Woodmont Investment Counsel
Tennessee
$9.59M +$31.4K +720 +0.3%
UBV
161
United Bank (Virginia)
Virginia
$9.57M +$14.8K +340 +0.2%
CB
162
Cadence Bank
Mississippi
$9.56M +$462K +10,592 +5%
SWM
163
SVA Wealth Management
Wisconsin
$9.49M -$234K -5,376 -2%
SIC
164
Salem Investment Counselors
North Carolina
$9.46M +$87K +1,996 +0.9%
LWAC
165
Laurel Wealth Advisors (California)
California
$9.38M +$3.78M +86,696 +69%
JGIA
166
Jackson Grant Investment Advisers
Connecticut
$9.27M +$64.1K +1,472 +0.7%
TWA
167
Tillar-Wenstrup Advisors
Ohio
$9.25M -$420K -9,632 -4%
CCM
168
Covington Capital Management
California
$9.24M +$316K +7,244 +4%
CRC
169
Curi RMB Capital
Illinois
$9.03M +$59.3K +1,360 +0.7%
MAM
170
Marquette Asset Management
Minnesota
$8.93M +$5.44M +124,876 +161%
CCM
171
Condor Capital Management
New Jersey
$8.87M +$33.3K +764 +0.4%
SRC
172
Sage Rhino Capital
California
$8.85M +$71.6K +1,644 +0.8%
AIM
173
Acropolis Investment Management
Missouri
$8.78M -$759K -17,416 -8%
JFA
174
JNBA Financial Advisors
Minnesota
$8.7M -$163K -3,744 -2%
BWM
175
Baystate Wealth Management
Massachusetts
$8.56M -$730K -16,756 -8%