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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
151
KFA Private Wealth Group
Virginia
$16.2M +$911K +16,864 +5%
FZCM
152
Flynn Zito Capital Management
New York
$16.2M +$17.7M +328,432 New
FI
153
FIDELIS iM
Oregon
$16.1M -$5.97M -110,428 -25%
PIMG
154
Patriot Investment Management Group
Tennessee
$15.7M -$280K -5,188 -2%
AWS
155
Atria Wealth Solutions
New York
$15.4M -$7.25M -134,268 -30%
William Blair & Company
156
William Blair & Company
Illinois
$15.3M +$72.4K +1,340 +0.4%
MAM
157
Marquette Asset Management
Minnesota
$15.1M +$527K +9,748 +3%
AA
158
Ancora Advisors
Ohio
$15M -$466K -8,616 -3%
SPP
159
Single Point Partners
Massachusetts
$14.9M +$1.33M +24,624 +9%
Northern Trust
160
Northern Trust
Illinois
$14.9M -$1.3M -24,152 -7%
MM
161
Meridian Management
Arkansas
$14.8M -$781K -14,456 -5%
PFA
162
Pathway Financial Advisors
Vermont
$14.8M +$1.5M +27,804 +10%
LNC
163
Lincoln National Corp
Pennsylvania
$14.8M +$2.5M +46,216 +18%
SI
164
Stephens Inc
Arkansas
$14.5M -$758K -14,036 -5%
BAM
165
Berkshire Asset Management
Pennsylvania
$14.2M +$720K +13,324 +5%
AHC
166
Anderson Hoagland & Co
Missouri
$14.2M -$377K -6,976 -2%
Brown Advisory
167
Brown Advisory
Maryland
$14.1M +$598K +11,064 +4%
CCM
168
Condor Capital Management
New Jersey
$14.1M +$228K +4,220 +1%
W
169
Wealthquest
Ohio
$14M -$2.23M -41,220 -13%
BF
170
BOK Financial
Oklahoma
$13.8M +$138K +2,548 +0.9%
BWFA
171
Baltimore-Washington Financial Advisors
Maryland
$13.6M +$891K +16,484 +6%
NAS
172
Nicolet Advisory Services
Wisconsin
$13.4M -$125K -2,316 -0.9%
HIMC
173
Heritage Investors Management Corp
Maryland
$13.3M +$401K +7,416 +3%
WIC
174
Whitegate Investment Counselors
New Hampshire
$13.3M +$452K +8,372 +3%
SAM
175
SP Asset Management
California
$13.2M +$2.82M +52,180 +24%