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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
151
Nicolet Advisory Services
Wisconsin
$15.6M -$89.5K -1,544 -0.6%
CS
152
Comerica Securities
Michigan
$15.4M +$540K +9,312 +4%
RRA
153
Round Rock Advisors
Connecticut
$15.3M +$182K +3,132 +1%
Brown Advisory
154
Brown Advisory
Maryland
$15.3M -$36.2K -624 -0.2%
W
155
Wealthquest
Ohio
$15.2M -$697K -12,032 -4%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$15.2M +$9.55M +164,716 +179%
VWA
157
Visionary Wealth Advisors
Illinois
$15.1M +$222K +3,832 +2%
Legacy Financial Group (Iowa)
158
Legacy Financial Group (Iowa)
Iowa
$15.1M +$2.71M +46,740 +22%
TC
159
Trilogy Capital
California
$15.1M +$14.6M +252,464 New
BP
160
Ballentine Partners
Massachusetts
$15.1M -$120K -2,076 -0.8%
Kovitz Investment Group Partners
161
Kovitz Investment Group Partners
Illinois
$15M +$677K +11,680 +5%
CCM
162
Covington Capital Management
California
$14.8M +$379K +6,544 +3%
AGA
163
Arkos Global Advisors
Texas
$14.7M +$1.56M +26,948 +12%
BC
164
Brio Consultants
California
$14.5M +$1.04M +18,016 +8%
W
165
WealthOne
New York
$14.4M -$18.3K -316 -0.1%
FA
166
Fiducient Advisors
Illinois
$14.1M -$169K -2,924 -1%
CSPAM
167
Cary Street Partners Asset Management
Virginia
$14.1M +$56.8K +980 +0.4%
PA
168
Parallel Advisors
California
$14M -$208K -3,588 -1%
PFPT
169
Pinnacle Financial Partners (Tennessee)
Tennessee
$14M -$56.1K -968 -0.4%
PWA
170
Pinnacle Wealth Advisors
Tennessee
$14M +$13.7M +236,120 New
Comerica Bank
171
Comerica Bank
Texas
$14M -$205K -3,536 -1%
UCFA
172
United Capital Financial Advisors
Texas
$14M +$47.8K +824 +0.4%
WIC
173
Woodmont Investment Counsel
Tennessee
$13.9M +$679K +11,720 +5%
HNB
174
Huntington National Bank
Ohio
$13.8M +$11.6M +200,788 New
HIMC
175
Heritage Investors Management Corp
Maryland
$13.7M +$1.83M +31,600 +16%