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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
151
Enclave Advisors
Texas
$29.9M -$590K -8,992 -2%
MCM
152
MAI Capital Management
Ohio
$29.8M +$344K +5,236 +1%
NRI
153
NFP Retirement Inc
California
$29.8M +$9.78M +148,952 +54%
WCWM
154
Wooster Corthell Wealth Management
Connecticut
$29.6M +$5.93M +90,272 +27%
IWC
155
Integrated Wealth Concepts
Massachusetts
$29.5M -$724K -11,032 -3%
CTB
156
Country Trust Bank
Illinois
$29.3M +$3.92M +59,696 +17%
HWM
157
HB Wealth Management
Georgia
$29.3M -$3.1M -47,288 -10%
LGWM
158
Litman Gregory Wealth Management
California
$29.3M +$17.6M +268,352 +179%
CWM
159
Cranbrook Wealth Management
Michigan
$29.3M +$702K +10,700 +3%
FFS
160
Founders Financial Securities
Maryland
$28.9M +$5.8M +88,344 +27%
AF
161
Arrow Financial
New York
$28.9M -$1.45M -22,068 -5%
PFM
162
Phillips Financial Management
Indiana
$28.9M -$106K -1,616 -0.4%
AFS
163
Axiom Financial Strategies
Indiana
$28.7M -$622K -9,476 -2%
HI
164
Horizon Investments
North Carolina
$27.9M +$5.8M +88,400 +28%
WT
165
Whittier Trust
California
$27.7M +$488K +7,440 +2%
PMG
166
ProVise Management Group
Florida
$27.6M -$84.5K -1,288 -0.3%
SFS
167
Searcy Financial Services
Kansas
$27.3M +$294K +4,476 +1%
SCM
168
SOL Capital Management
Maryland
$27.1M +$1.69M +25,672 +7%
TCOTS
169
Trust Company of the South
North Carolina
$26.5M +$5.64M +85,976 +29%
Brown Advisory
170
Brown Advisory
Maryland
$26.3M +$217K +3,300 +0.9%
NAS
171
Nicolet Advisory Services
Wisconsin
$26.3M -$181K -2,764 -0.7%
DJSG
172
D.J. St. Germain
Massachusetts
$26M -$140K -2,132 -0.6%
BP
173
BCK Partners
New York
$26M +$5.51K +84 +0%
ATPW
174
Ashton Thomas Private Wealth
Arizona
$25.9M -$7.69M -117,088 -24%
PCFFS
175
Pacific Center for Financial Services
California
$25.6M -$145K -2,204 -0.6%