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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$16.3M -$1.47M -26,868 -8%
HI
177
Horizon Investments
North Carolina
$16.1M +$1.12M +20,380 +7%
PIMG
178
Patriot Investment Management Group
Tennessee
$15.9M -$603K -10,996 -3%
LNC
179
Lincoln National Corp
Pennsylvania
$15.7M +$867K +15,816 +6%
AWE
180
Avidian Wealth Enterprises
Texas
$15.6M -$3.13M -57,028 -16%
PFA
181
Pathway Financial Advisors
Vermont
$15.5M +$157K +2,860 +1%
BAM
182
Berkshire Asset Management
Pennsylvania
$15.4M +$485K +8,844 +3%
EWA
183
Exencial Wealth Advisors
Oklahoma
$15.2M +$587K +10,708 +4%
SPP
184
Single Point Partners
Massachusetts
$15.1M +$15.9M +289,088 New
PWM
185
Praetorian Wealth Management
California
$15M -$1.82M -33,236 -10%
WIC
186
Whitegate Investment Counselors
New Hampshire
$14.6M +$211K +3,856 +1%
HIMC
187
Heritage Investors Management Corp
Maryland
$14.5M -$30.9K -564 -0.2%
FHA
188
First Horizon Advisors
Tennessee
$14.5M +$64.5K +1,176 +0.4%
MWM
189
Marietta Wealth Management
Georgia
$14.4M +$852K +15,544 +6%
NIM
190
Northeast Investment Management
Massachusetts
$14.1M -$14.7K -268 -0.1%
PRA
191
Pine Ridge Advisers
New York
$14M +$197K +3,600 +1%
SIC
192
Salem Investment Counselors
North Carolina
$13.8M +$49.8K +908 +0.3%
AllianceBernstein
193
AllianceBernstein
Tennessee
$13.7M -$1.02M -18,512 -7%
NFG
194
Nations Financial Group
Iowa
$13.7M +$303K +5,520 +2%
BP
195
Ballentine Partners
Massachusetts
$13.7M +$35.3K +644 +0.2%
Lido Advisors
196
Lido Advisors
California
$13.7M +$875K +15,956 +6%
TCM
197
Twele Capital Management
Minnesota
$13.6M -$11.6K -212 -0.1%
TFO
198
Tarbox Family Office
California
$13.6M +$31.1K +568 +0.2%
SRC
199
Sage Rhino Capital
California
$13.5M +$222K +4,056 +2%
MCM
200
MAI Capital Management
Ohio
$13.3M +$7.12M +129,868 +103%