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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
151
AMG National Trust Bank
Colorado
$27.6M +$2.75M +40,460 +11%
PFM
152
Phillips Financial Management
Indiana
$27.5M -$524K -7,720 -2%
IWC
153
Integrated Wealth Concepts
Massachusetts
$27.5M +$567K +8,352 +2%
WB
154
WesBanco Bank
West Virginia
$27.2M +$2.32M +34,216 +9%
SWM
155
SigFig Wealth Management
California
$27M +$6.16M +90,704 +28%
CWM
156
Cranbrook Wealth Management
Michigan
$26.7M -$39.6K -584 -0.1%
WT
157
Whittier Trust
California
$25.7M -$1.36M -19,960 -5%
CTB
158
Country Trust Bank
Illinois
$25.1M +$2.16M +31,744 +9%
PMG
159
ProVise Management Group
Florida
$25.1M +$138K +2,040 +0.5%
OIA
160
OneDigital Investment Advisors
Kansas
$25M +$913K +13,444 +4%
SFS
161
Searcy Financial Services
Kansas
$25M -$140K -2,060 -0.5%
DJSG
162
D.J. St. Germain
Massachusetts
$24.9M -$258K -3,800 -1%
PFA
163
Pure Financial Advisors
California
$24.9M -$613K -9,032 -2%
NAS
164
Nicolet Advisory Services
Wisconsin
$24.9M -$25.3K -372 -0.1%
HWM
165
HB Wealth Management
Georgia
$24.8M +$588K +8,660 +2%
AFS
166
Axiom Financial Strategies
Indiana
$24.6M -$1.38M -20,376 -5%
Brown Advisory
167
Brown Advisory
Maryland
$24.6M +$3.17M +46,648 +14%
CCM
168
Condor Capital Management
New Jersey
$24.5M +$95.9K +1,412 +0.4%
AFA
169
American Financial Advisors
Georgia
$24.5M -$118K -1,744 -0.5%
GM
170
GeoWealth Management
Illinois
$24.4M +$1.54M +22,744 +7%
BP
171
BCK Partners
New York
$24.3M -$7.58M -111,640 -23%
FA
172
Fiducient Advisors
Illinois
$23.9M -$2.35M -34,604 -9%
WIC
173
Woodmont Investment Counsel
Tennessee
$23.4M -$96.7K -1,424 -0.4%
Empower Advisory Group
174
Empower Advisory Group
Colorado
$23.4M +$203K +2,992 +0.9%
SCM
175
SOL Capital Management
Maryland
$23.3M -$608K -8,960 -2%