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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
176
Woodmont Investment Counsel
Tennessee
$25.3M +$80.1K +1,220 +0.3%
FWI
177
Facet Wealth Inc
Maryland
$25.3M -$433K -6,600 -2%
PFA
178
Pure Financial Advisors
California
$25.2M +$4.2K +64 +0%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$24.9M +$482K +7,344 +2%
GT
180
Glenview Trust
Kentucky
$24.9M +$173K +2,632 +0.7%
RRA
181
Round Rock Advisors
Connecticut
$24.9M -$840K -12,792 -3%
AFA
182
American Financial Advisors
Georgia
$24.9M -$516K -7,864 -2%
OIA
183
OneDigital Investment Advisors
Kansas
$24.6M -$278K -4,240 -1%
WTC
184
WhitTier Trust Company
Nevada
$24.5M -$93.2K -1,420 -0.4%
SF
185
Summit Financial
New Jersey
$24.2M +$1.7M +25,868 +8%
CCM
186
Condor Capital Management
New Jersey
$24.1M -$13.7K -208 -0.1%
WFM
187
Wolff Financial Management
Michigan
$24M +$353K +5,384 +2%
PFPT
188
Pinnacle Financial Partners (Tennessee)
Tennessee
$24M +$2.95M +44,900 +15%
NL
189
NEPC LLC
Massachusetts
$23.6M +$22.1M +336,780 New
OHWA
190
Oak Hill Wealth Advisors
Virginia
$23.3M +$508K +7,732 +2%
MFIM
191
Mesirow Financial Investment Management
Illinois
$23.3M +$382K +5,816 +2%
GM
192
GeoWealth Management
Illinois
$23.2M +$2.18M +33,168 +11%
MMPW
193
Mitchell McLeod Pugh & Williams
Alabama
$23.1M +$1.96M +29,800 +10%
BF
194
BOK Financial
Oklahoma
$22.5M +$1.52M +23,148 +8%
MAV
195
Mason & Associates (Virginia)
Virginia
$22.5M +$2.09M +31,780 +11%
TFA
196
Transamerica Financial Advisors
Florida
$22.5M -$210K -3,196 -1%
SWA
197
Stratos Wealth Advisors
Ohio
$22.4M +$2.54M +38,652 +14%
BWS
198
Buck Wealth Strategies
Colorado
$22.4M +$2.98M +45,364 +17%
MWM
199
Marietta Wealth Management
Georgia
$22.3M +$431K +6,564 +2%
CB
200
Cadence Bank
Mississippi
$22.3M +$864K +13,156 +4%