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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
151
Conrad Siegel Investment Advisors
Pennsylvania
$34.6M +$594K +8,168 +2%
EA
152
Enclave Advisors
Texas
$34.6M +$3.58M +49,172 +12%
AT
153
American Trust
Kentucky
$34.6M +$391K +5,380 +1%
SRC
154
Shufro Rose & Co
New York
$33.9M +$12M +165,440 +55%
BFG
155
Bouchey Financial Group
New York
$33.8M +$812K +11,156 +2%
HWM
156
HB Wealth Management
Georgia
$33.6M -$733K -10,080 -2%
SF
157
Summit Financial
New Jersey
$32.9M +$5.87M +80,640 +22%
MMPW
158
Mitchell McLeod Pugh & Williams
Alabama
$32.8M +$3.17M +43,552 +11%
CPRC
159
Consolidated Portfolio Review Corp
New York
$32.6M +$31.4M +431,560 +2,390%
PCG
160
Prosperity Consulting Group
Maryland
$32.5M +$6.6M +90,684 +25%
NAS
161
Nicolet Advisory Services
Wisconsin
$32.3M +$4.35M +59,752 +16%
Brown Advisory
162
Brown Advisory
Maryland
$32.3M +$3.62M +49,832 +13%
BF
163
Blankinship & Foster
California
$32M +$287K +3,940 +0.9%
WT
164
Whittier Trust
California
$32M +$2.24M +30,796 +8%
NRI
165
NFP Retirement Inc
California
$31.5M +$92.8K +1,276 +0.3%
LGWM
166
Litman Gregory Wealth Management
California
$31.4M -$185K -2,544 -0.6%
DADC
167
D.A. Davidson & Co
Montana
$31.3M +$4.42M +60,752 +16%
CWM
168
Cranbrook Wealth Management
Michigan
$31.3M +$861K +11,836 +3%
BlackRock
169
BlackRock
New York
$30.3M +$19.6M +269,944 +183%
ATC
170
Advantage Trust Company
Kansas
$30M +$8.45M +116,164 +39%
PFM
171
Phillips Financial Management
Indiana
$29.3M -$324K -4,448 -1%
PA
172
Procyon Advisors
Connecticut
$29.1M +$23.6K +324 +0.1%
PMG
173
ProVise Management Group
Florida
$28.9M +$308K +4,232 +1%
SFS
174
Searcy Financial Services
Kansas
$28.6M +$260K +3,572 +0.9%
FFA
175
Farther Finance Advisors
California
$28.4M +$17.2M +236,348 +153%