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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
176
WhitTier Trust Company
Nevada
$23.2M -$8.15K -120 -0%
CVSC
177
C.V. Starr & Co
New York
$23.1M +$23.8M +349,860 New
GT
178
Glenview Trust
Kentucky
$23.1M -$161K -2,376 -0.7%
FSC
179
Full Sail Capital
Oklahoma
$22.9M -$755K -11,128 -3%
CFGS
180
Concourse Financial Group Securities
Alabama
$22.8M -$766K -11,276 -3%
AWS
181
Atria Wealth Solutions
New York
$22.5M -$1.77M -26,100 -7%
PFA
182
Pathway Financial Advisors
Vermont
$22.3M +$355K +5,236 +2%
RRA
183
Round Rock Advisors
Connecticut
$22.3M +$19K +280 +0.1%
WFM
184
Wolff Financial Management
Michigan
$22.3M +$70.3K +1,036 +0.3%
IAA
185
Independent Advisor Alliance
North Carolina
$21.9M +$22.2M +326,440 +6,230%
WCWM
186
Wooster Corthell Wealth Management
Connecticut
$21.8M -$227K -3,340 -1%
MA
187
Montag & Associates
Georgia
$21.7M +$5.83M +85,852 +35%
SB
188
Simmons Bank
Arkansas
$21.7M -$1.07M -15,748 -5%
MFIM
189
Mesirow Financial Investment Management
Illinois
$21.5M -$22.7M -333,700 -51%
OHWA
190
Oak Hill Wealth Advisors
Virginia
$21.4M +$22M +324,204 New
FFS
191
Founders Financial Securities
Maryland
$21.2M +$22K +324 +0.1%
PIN
192
Prudent Investors Network
California
$21M +$997K +14,688 +5%
ME
193
McIlrath & Eck
Washington
$21M +$641K +9,436 +3%
HI
194
Horizon Investments
North Carolina
$20.8M +$63.5K +936 +0.3%
BF
195
BOK Financial
Oklahoma
$20.7M +$2.78M +40,884 +15%
TFA
196
Transamerica Financial Advisors
Florida
$20.3M -$331K -4,880 -2%
MWM
197
Marietta Wealth Management
Georgia
$20.1M +$174K +2,564 +0.8%
MWM
198
Modera Wealth Management
New Jersey
$19.9M +$17.5M +257,852 +594%
RFS
199
Retirement Financial Solutions
Tennessee
$19.5M -$148K -2,176 -0.7%
MAV
200
Mason & Associates (Virginia)
Virginia
$19.4M +$923K +13,596 +5%