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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
176
GeoWealth Management
Illinois
$22.9M +$4.54M +72,300 +26%
SB
177
Simmons Bank
Arkansas
$22.7M +$56.5K +900 +0.3%
CFGS
178
Concourse Financial Group Securities
Alabama
$22.5M -$1.1M -17,536 -5%
RRA
179
Round Rock Advisors
Connecticut
$22.2M -$118K -1,884 -0.6%
WFM
180
Wolff Financial Management
Michigan
$22.2M +$21.1M +336,016 New
MFA
181
McClarren Financial Advisors
Pennsylvania
$22M -$1.76K -28 -0%
WCWM
182
Wooster Corthell Wealth Management
Connecticut
$22M +$159K +2,536 +0.8%
PFA
183
Pathway Financial Advisors
Vermont
$22M +$1.16M +18,444 +6%
FI
184
FIDELIS iM
Oregon
$21.6M -$69.1K -1,100 -0.3%
Brown Advisory
185
Brown Advisory
Maryland
$21.5M -$97.9K -1,560 -0.5%
FFS
186
Founders Financial Securities
Maryland
$21.1M -$23.9K -380 -0.1%
SWM
187
SigFig Wealth Management
California
$21M +$18.9M +300,532 +1,637%
HI
188
Horizon Investments
North Carolina
$20.7M +$424K +6,756 +2%
TFA
189
Transamerica Financial Advisors
Florida
$20.6M -$707K -11,268 -3%
ME
190
McIlrath & Eck
Washington
$20.3M +$1.25M +19,840 +7%
SWA
191
Stratos Wealth Advisors
Ohio
$20.3M +$3.21M +51,104 +20%
PIN
192
Prudent Investors Network
California
$20M +$3.57M +56,928 +23%
MWM
193
Marietta Wealth Management
Georgia
$19.9M +$740K +11,788 +4%
RFS
194
Retirement Financial Solutions
Tennessee
$19.6M +$348K +5,536 +2%
PWLP
195
Prio Wealth Limited Partnership
Massachusetts
$19.2M +$394K +6,280 +2%
BAM
196
Berkshire Asset Management
Pennsylvania
$18.8M
WIC
197
Whitegate Investment Counselors
New Hampshire
$18.8M -$66.6K -1,060 -0.4%
MAV
198
Mason & Associates (Virginia)
Virginia
$18.5M +$449K +7,156 +3%
Envestnet Portfolio Solutions
199
Envestnet Portfolio Solutions
Illinois
$18.4M -$168K -2,672 -1%
HIMC
200
Heritage Investors Management Corp
Maryland
$18.3M -$507K -8,080 -3%