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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Fiducient Advisors
Illinois
$13.7M -$388K -6,420 -3%
FFG
177
Frisch Financial Group
New York
$13.6M +$220K +3,640 +2%
DL
178
DOHJ LLC
Washington
$13.5M +$2.09M +34,660 +19%
Northern Trust
179
Northern Trust
Illinois
$13.5M -$200K -3,316 -1%
Citigroup
180
Citigroup
New York
$13.5M -$6.51M -107,728 -32%
UCFA
181
United Capital Financial Advisors
Texas
$13.4M -$574K -9,496 -4%
BF
182
BOK Financial
Oklahoma
$13.3M +$13.6M +225,220 New
LNC
183
Lincoln National Corp
Pennsylvania
$13.3M +$1.56M +25,840 +13%
MA
184
Montag & Associates
Georgia
$13.2M -$218K -3,600 -2%
RRA
185
Round Rock Advisors
Connecticut
$13.2M -$2.1M -34,696 -13%
GT
186
Glenview Trust
Kentucky
$13.1M -$1.93K -32 -0%
PA
187
Parallel Advisors
California
$12.9M -$1.11M -18,328 -8%
SRC
188
Sage Rhino Capital
California
$12.9M -$205K -3,396 -2%
AC
189
Abbrea Capital
California
$12.8M +$650K +10,764 +5%
RJT
190
Raymond James Trust
Florida
$12.7M +$7.3M +120,824 +129%
SWM
191
Spire Wealth Management
Virginia
$12.6M +$719K +11,896 +6%
SIC
192
Salem Investment Counselors
North Carolina
$12.6M +$52.2K +864 +0.4%
AWM
193
AAF Wealth Management
Massachusetts
$12.5M +$276K +4,560 +2%
JGIA
194
Jackson Grant Investment Advisers
Connecticut
$12.4M -$195K -3,228 -2%
GL
195
Graypoint LLC
New York
$12.3M +$867K +14,348 +7%
MCM
196
Manchester Capital Management
Vermont
$12.1M +$290K +4,804 +2%
CRC
197
Curi RMB Capital
Illinois
$12M +$72.3K +1,196 +0.6%
UBV
198
United Bank (Virginia)
Virginia
$11.9M -$429K -7,092 -3%
PRWA
199
Platte River Wealth Advisors
Colorado
$11.8M +$490K +8,108 +4%
SW
200
SVB Wealth
Massachusetts
$11.7M +$4.19M +69,404 +54%