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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$32.2M +$1.15M +16,080 +4%
BF
152
Blankinship & Foster
California
$32.1M +$329K +4,584 +1%
LGWM
153
Litman Gregory Wealth Management
California
$32M +$1.26M +17,488 +4%
NRI
154
NFP Retirement Inc
California
$31.8M +$543K +7,568 +2%
EA
155
Enclave Advisors
Texas
$31.4M +$51.4K +716 +0.2%
CWM
156
Cranbrook Wealth Management
Michigan
$30.8M +$66.1K +920 +0.2%
PFM
157
Phillips Financial Management
Indiana
$30M -$275K -3,836 -0.9%
FSC
158
Full Sail Capital
Oklahoma
$29.6M -$2.74M -38,208 -9%
PA
159
Procyon Advisors
Connecticut
$29.4M +$28.8M +400,660 New
AF
160
Arrow Financial
New York
$29.4M -$942K -13,120 -3%
WT
161
Whittier Trust
California
$29.3M +$40.2K +560 +0.1%
Brown Advisory
162
Brown Advisory
Maryland
$29M +$1.33M +18,556 +5%
PMG
163
ProVise Management Group
Florida
$28.9M -$64.6K -900 -0.2%
MMPW
164
Mitchell McLeod Pugh & Williams
Alabama
$28.8M +$4.48M +62,448 +19%
SFS
165
Searcy Financial Services
Kansas
$28.7M +$40.8K +568 +0.1%
BP
166
BCK Partners
New York
$28.4M +$1.14M +15,880 +4%
SCM
167
SOL Capital Management
Maryland
$28M -$425K -5,920 -2%
PFPT
168
Pinnacle Financial Partners (Tennessee)
Tennessee
$28M +$2.71M +37,784 +11%
TCOTS
169
Trust Company of the South
North Carolina
$27.8M
RRA
170
Round Rock Advisors
Connecticut
$27.5M +$1.37M +19,100 +5%
DJSG
171
D.J. St. Germain
Massachusetts
$27.4M +$147K +2,044 +0.6%
SF
172
Summit Financial
New Jersey
$27.4M +$2.08M +28,980 +8%
NAS
173
Nicolet Advisory Services
Wisconsin
$27.3M -$57.7K -804 -0.2%
DADC
174
D.A. Davidson & Co
Montana
$27.2M +$6.7M +93,272 +34%
PCFFS
175
Pacific Center for Financial Services
California
$27M +$153K +2,124 +0.6%