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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
151
Fiducient Advisors
Illinois
$26.2M -$3.06M -48,664 -11%
AFS
152
Axiom Financial Strategies
Indiana
$25.9M -$16.8K -268 -0.1%
WIA
153
World Investment Advisors
California
$25.8M +$21.7M +345,316 +760%
PFA
154
Pure Financial Advisors
California
$25.4M -$284K -4,528 -1%
RJT
155
Raymond James Trust
Florida
$25.2M +$2.2M +35,040 +10%
DJSG
156
D.J. St. Germain
Massachusetts
$25.1M -$145K -2,312 -0.6%
SFS
157
Searcy Financial Services
Kansas
$25.1M +$321K +5,108 +1%
ANTB
158
AMG National Trust Bank
Colorado
$24.9M -$3.63M -57,876 -13%
EA
159
Enclave Advisors
Texas
$24.9M +$23.7M +377,808 New
PMG
160
ProVise Management Group
Florida
$24.9M +$972K +15,488 +4%
WB
161
WesBanco Bank
West Virginia
$24.9M +$1.86M +29,636 +9%
NAS
162
Nicolet Advisory Services
Wisconsin
$24.8M -$290K -4,624 -1%
AFA
163
American Financial Advisors
Georgia
$24.6M -$320K -5,092 -1%
CCM
164
Condor Capital Management
New Jersey
$24.4M +$50.7K +808 +0.2%
HWM
165
HB Wealth Management
Georgia
$24.2M -$651K -10,372 -3%
AWS
166
Atria Wealth Solutions
New York
$24.2M -$387K -6,168 -2%
OIA
167
OneDigital Investment Advisors
Kansas
$24.1M +$14.3M +228,280 +166%
MCM
168
MAI Capital Management
Ohio
$24M +$578K +9,212 +3%
SCM
169
SOL Capital Management
Maryland
$23.9M +$47.7K +760 +0.2%
FSC
170
Full Sail Capital
Oklahoma
$23.6M -$292K -4,644 -1%
WIC
171
Woodmont Investment Counsel
Tennessee
$23.5M +$35.4K +564 +0.2%
GT
172
Glenview Trust
Kentucky
$23.2M +$1.19M +18,908 +6%
WTC
173
WhitTier Trust Company
Nevada
$23.2M +$37.2K +592 +0.2%
Empower Advisory Group
174
Empower Advisory Group
Colorado
$23.2M -$216K -3,448 -1%
CTB
175
Country Trust Bank
Illinois
$23M -$79.1K -1,260 -0.4%