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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
176
TD Private Client Wealth
New York
$28.2M +$8.74M +120,112 +45%
AF
177
Arrow Financial
New York
$27.7M -$1.3M -17,848 -4%
VAS
178
Vestmark Advisory Solutions
Massachusetts
$27.6M +$16.4M +225,356 +145%
BP
179
BCK Partners
New York
$27.6M -$500K -6,876 -2%
RRA
180
Round Rock Advisors
Connecticut
$27.5M +$322K +4,432 +1%
WIC
181
Woodmont Investment Counsel
Tennessee
$27.4M +$1.1M +15,068 +4%
DJSG
182
D.J. St. Germain
Massachusetts
$27.2M +$75.1K +1,032 +0.3%
SCM
183
SOL Capital Management
Maryland
$27.1M -$543K -7,460 -2%
PCFFS
184
Pacific Center for Financial Services
California
$27M
TCOTS
185
Trust Company of the South
North Carolina
$26.8M -$651K -8,948 -2%
ZF
186
Zhang Financial
Michigan
$26.8M +$1.4M +19,224 +5%
OIA
187
OneDigital Investment Advisors
Kansas
$26.7M +$1.24M +17,004 +5%
PFA
188
Pure Financial Advisors
California
$26.3M +$122K +1,672 +0.5%
WFM
189
Wolff Financial Management
Michigan
$25.8M +$581K +7,988 +2%
CFO
190
Callan Family Office
Pennsylvania
$25.7M +$24.4M +335,548 +1,747%
SC
191
Stephens Consulting
Michigan
$25.7M +$225K +3,092 +0.9%
GT
192
Glenview Trust
Kentucky
$25.6M -$186K -2,560 -0.7%
BF
193
BOK Financial
Oklahoma
$25.6M +$1.28M +17,552 +5%
ME
194
McIlrath & Eck
Washington
$25.4M +$1.68M +23,032 +7%
CB
195
Cadence Bank
Mississippi
$24.6M +$514K +7,060 +2%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$24.6M +$1.1M +15,124 +5%
MYIA
197
Mount Yale Investment Advisors
Colorado
$24.5M +$14.3M +196,972 +140%
FWI
198
Facet Wealth Inc
Maryland
$24.4M -$1.59M -21,812 -6%
AFA
199
American Financial Advisors
Georgia
$24.2M -$500K -6,872 -2%
TA
200
Tectonic Advisors
Texas
$24.2M +$1.58M +21,732 +7%