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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
151
Bouchey Financial Group
New York
$35.2M +$519K +6,988 +2%
CSIA
152
Conrad Siegel Investment Advisors
Pennsylvania
$35.2M +$969K +13,040 +3%
AM
153
AGF Management
Ontario, Canada
$35M -$190K -2,552 -0.5%
AT
154
American Trust
Kentucky
$34.3M +$88.9K +1,196 +0.3%
MMPW
155
Mitchell McLeod Pugh & Williams
Alabama
$33.4M +$2.16M +29,028 +7%
NRI
156
NFP Retirement Inc
California
$33.4M +$2.31M +31,088 +7%
HNB
157
Huntington National Bank
Ohio
$33.1M +$26.4M +354,804 New
PCG
158
Prosperity Consulting Group
Maryland
$32.8M +$709K +9,536 +2%
HWM
159
HB Wealth Management
Georgia
$32.6M -$614K -8,264 -2%
CPRC
160
Consolidated Portfolio Review Corp
New York
$32.3M
BF
161
Blankinship & Foster
California
$32.2M +$510K +6,864 +2%
Brown Advisory
162
Brown Advisory
Maryland
$31.5M -$492K -6,628 -1%
WT
163
Whittier Trust
California
$31.3M +$205K +2,756 +0.6%
CWM
164
Cranbrook Wealth Management
Michigan
$31M +$93.9K +1,264 +0.3%
DADC
165
D.A. Davidson & Co
Montana
$30.9M -$15.5K -208 -0%
CSP
166
Cary Street Partners
Virginia
$30.6M +$13.8M +185,992 +78%
TWM
167
TRB Wealth Management
Texas
$30.5M +$31.5M +424,132 New
TPCW
168
TD Private Client Wealth
New York
$30.4M +$2.58M +34,764 +9%
Franklin Resources
169
Franklin Resources
California
$30.3M +$16.3M +219,860 +109%
SFS
170
Searcy Financial Services
Kansas
$29.2M +$878K +11,816 +3%
PMG
171
ProVise Management Group
Florida
$29M +$409K +5,504 +1%
BF
172
BOK Financial
Oklahoma
$28.9M +$3.74M +50,324 +14%
ATC
173
Advantage Trust Company
Kansas
$28.4M -$1.4M -18,820 -5%
IWC
174
Integrated Wealth Concepts
Massachusetts
$28.3M +$6.66M +89,580 +29%
PA
175
Procyon Advisors
Connecticut
$28.3M -$474K -6,376 -2%