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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
176
Woodmont Investment Counsel
Tennessee
$26.7M +$100K +1,392 +0.4%
PFA
177
Pure Financial Advisors
California
$26.5M +$105K +1,468 +0.4%
PCG
178
Prosperity Consulting Group
Maryland
$26.2M +$25.4M +353,844 +10,723%
NL
179
NEPC LLC
Massachusetts
$26.2M +$1.41M +19,600 +6%
GT
180
Glenview Trust
Kentucky
$26.1M +$37.6K +524 +0.1%
BWS
181
Buck Wealth Strategies
Colorado
$26M +$2.46M +34,316 +11%
WTC
182
WhitTier Trust Company
Nevada
$26M +$136K +1,900 +0.5%
SC
183
Stephens Consulting
Michigan
$25.8M -$15.2M -211,488 -38%
OIA
184
OneDigital Investment Advisors
Kansas
$25.7M -$65.8K -916 -0.3%
ZF
185
Zhang Financial
Michigan
$25.7M +$2.97M +41,312 +13%
FWI
186
Facet Wealth Inc
Maryland
$25.6M -$354K -4,932 -1%
WFM
187
Wolff Financial Management
Michigan
$25.5M +$326K +4,536 +1%
CCM
188
Coldstream Capital Management
Washington
$25.3M -$8.59M -119,556 -26%
AFA
189
American Financial Advisors
Georgia
$25M -$1.06M -14,708 -4%
FI
190
FIDELIS iM
Oregon
$24.9M +$9.92M +138,124 +49%
BF
191
BOK Financial
Oklahoma
$24.6M +$944K +13,144 +4%
CB
192
Cadence Bank
Mississippi
$24.4M +$1.02M +14,248 +4%
OHWA
193
Oak Hill Wealth Advisors
Virginia
$24.2M -$13.8K -192 -0.1%
OC
194
Oppenheimer & Co
New York
$24.2M +$1.27M +17,708 +6%
MFIM
195
Mesirow Financial Investment Management
Illinois
$24.1M -$284K -3,956 -1%
ME
196
McIlrath & Eck
Washington
$24.1M +$1.35M +18,856 +6%
CCM
197
Condor Capital Management
New Jersey
$23.8M -$1.37M -19,096 -6%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$23.8M -$2.28M -31,716 -9%
TFA
199
Transamerica Financial Advisors
Florida
$23.7M +$106K +1,480 +0.5%
SWA
200
Stratos Wealth Advisors
Ohio
$23.7M +$126K +1,752 +0.5%