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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JC
151
JBF Capital
Colorado
$14M +$13.7M +252,336 New
VWA
152
Visionary Wealth Advisors
Illinois
$13.9M -$1.63M -29,956 -11%
CS
153
Comerica Securities
Michigan
$13.9M +$3.65M +67,192 +37%
Comerica Bank
154
Comerica Bank
Texas
$13.8M -$319K -5,876 -2%
GWM
155
Geneos Wealth Management
Colorado
$13.7M +$5.91M +109,000 +86%
W
156
WealthOne
New York
$13.5M +$50.6K +932 +0.4%
CCM
157
Covington Capital Management
California
$13.4M +$948K +17,476 +8%
Kovitz Investment Group Partners
158
Kovitz Investment Group Partners
Illinois
$13.4M -$90.1K -1,660 -0.7%
KPWG
159
KFA Private Wealth Group
Virginia
$13.4M +$1.12M +20,704 +9%
FA
160
Fiducient Advisors
Illinois
$13.3M +$12.4M +228,904 +1,979%
PA
161
Parallel Advisors
California
$13.3M -$702K -12,944 -5%
PFPT
162
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.1M -$503K -9,276 -4%
CSPAM
163
Cary Street Partners Asset Management
Virginia
$13.1M +$12.4M +229,324 +3,513%
UCFA
164
United Capital Financial Advisors
Texas
$13M -$331K -6,104 -3%
KWP
165
Keystone Wealth Partners
Arizona
$12.9M +$979K +18,040 +8%
MA
166
Montag & Associates
Georgia
$12.8M -$6.29K -116 -0.1%
FFG
167
Frisch Financial Group
New York
$12.7M +$4.99K +92 +0%
BC
168
Brio Consultants
California
$12.5M +$956K +17,612 +8%
CB
169
Cadence Bank
Mississippi
$12.4M -$107K -1,976 -0.9%
GT
170
Glenview Trust
Kentucky
$12.3M +$102K +1,872 +0.9%
WIC
171
Woodmont Investment Counsel
Tennessee
$12.3M +$158K +2,912 +1%
AGA
172
Arkos Global Advisors
Texas
$12.3M +$106K +1,948 +0.9%
Northern Trust
173
Northern Trust
Illinois
$12.3M +$211K +3,884 +2%
NYLIM
174
New York Life Investment Management
New York
$12.2M +$4.88M +89,920 +69%
SPP
175
Single Point Partners
Massachusetts
$12.1M +$2.5M +46,096 +27%