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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
176
Raymond James Trust
Florida
$20.5M +$576K +9,744 +3%
GT
177
Glenview Trust
Kentucky
$20.4M +$13.2K +224 +0.1%
TFA
178
Transamerica Financial Advisors
Florida
$20.2M +$19.1M +322,844 New
IWC
179
Integrated Wealth Concepts
Massachusetts
$19.6M +$223K +3,780 +1%
PFA
180
Pathway Financial Advisors
Vermont
$19.6M +$258K +4,364 +1%
SI
181
Stephens Inc
Arkansas
$19.4M -$3.78K -64 -0%
BAM
182
Berkshire Asset Management
Pennsylvania
$19.2M +$302K +5,104 +2%
LNC
183
Lincoln National Corp
Pennsylvania
$19.2M -$1.98M -33,484 -10%
FFS
184
Founders Financial Securities
Maryland
$18.6M -$1.84M -31,112 -9%
EWA
185
Exencial Wealth Advisors
Oklahoma
$18.4M +$109K +1,852 +0.6%
PWLP
186
Prio Wealth Limited Partnership
Massachusetts
$18.3M +$1.95M +33,056 +13%
HI
187
Horizon Investments
North Carolina
$18.2M -$1.8M -30,472 -9%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$18.1M -$1.36M -22,960 -7%
PRA
189
Pine Ridge Advisers
New York
$17.9M +$338K +5,720 +2%
WIC
190
Whitegate Investment Counselors
New Hampshire
$17.7M +$103K +1,736 +0.6%
FHA
191
First Horizon Advisors
Tennessee
$17.5M -$288K -4,880 -2%
NRI
192
NFP Retirement Inc
California
$17.4M +$1.19M +20,200 +8%
MWM
193
Marietta Wealth Management
Georgia
$17.4M +$103K +1,744 +0.6%
PWM
194
Praetorian Wealth Management
California
$17.4M -$109K -1,844 -0.7%
HIMC
195
Heritage Investors Management Corp
Maryland
$17.3M -$73.5K -1,244 -0.4%
PFPT
196
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.1M -$321K -5,428 -2%
NIM
197
Northeast Investment Management
Massachusetts
$17.1M +$178K +3,012 +1%
KWA
198
Kellett Wealth Advisors
Ohio
$17.1M +$1.32M +22,316 +9%
SIC
199
Salem Investment Counselors
North Carolina
$17M +$241K +4,080 +2%
Lido Advisors
200
Lido Advisors
California
$16.9M +$966K +16,352 +6%