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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIP
176
DT Investment Partners
Pennsylvania
$22.6M -$4.73M -70,496 -17%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$22.5M +$16.2M +241,000 +224%
NAS
178
Nicolet Advisory Services
Wisconsin
$22.5M -$211K -3,144 -0.8%
CCM
179
Condor Capital Management
New Jersey
$22.2M -$1.83M -27,280 -7%
WFM
180
Wolff Financial Management
Michigan
$21.8M +$53.7K +800 +0.2%
WCWM
181
Wooster Corthell Wealth Management
Connecticut
$21.5M +$153K +2,280 +0.7%
ME
182
McIlrath & Eck
Washington
$21.4M +$954K +14,212 +4%
MFIM
183
Mesirow Financial Investment Management
Illinois
$21.1M +$119K +1,768 +0.5%
SB
184
Simmons Bank
Arkansas
$21.1M -$170K -2,532 -0.8%
TFA
185
Transamerica Financial Advisors
Florida
$21M +$1.2M +17,856 +6%
OHWA
186
Oak Hill Wealth Advisors
Virginia
$20.9M -$103K -1,540 -0.5%
FFS
187
Founders Financial Securities
Maryland
$20.7M +$263K +3,924 +1%
SF
188
Summit Financial
New Jersey
$20.6M +$4.57M +68,112 +27%
SWP
189
Sagespring Wealth Partners
Tennessee
$20.3M -$9.15M -136,388 -30%
SRC
190
Shufro Rose & Co
New York
$20.3M +$3.04M +45,344 +17%
MWM
191
Marietta Wealth Management
Georgia
$20.2M +$544K +8,112 +3%
HI
192
Horizon Investments
North Carolina
$20.1M -$222K -3,308 -1%
RFS
193
Retirement Financial Solutions
Tennessee
$20M +$992K +14,788 +5%
PIN
194
Prudent Investors Network
California
$19.9M -$652K -9,720 -3%
CB
195
Cadence Bank
Mississippi
$19.7M +$948K +14,120 +5%
MWM
196
Modera Wealth Management
New Jersey
$19.5M +$61.7K +920 +0.3%
MMPW
197
Mitchell McLeod Pugh & Williams
Alabama
$19.4M +$1.7M +25,324 +9%
GM
198
GeoWealth Management
Illinois
$19.3M -$4.73M -70,556 -19%
BF
199
BOK Financial
Oklahoma
$19.3M -$1.11M -16,556 -5%
PFPT
200
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.3M +$1.8M +26,788 +10%