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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
176
Woodmont Investment Counsel
Tennessee
$27.9M +$779K +10,484 +3%
OIA
177
OneDigital Investment Advisors
Kansas
$27.7M +$1.32M +17,820 +5%
BP
178
BCK Partners
New York
$27.6M +$336K +4,520 +1%
RRA
179
Round Rock Advisors
Connecticut
$27.6M +$360K +4,840 +1%
ICMM
180
Integrated Capital Management (Michigan)
Michigan
$27.1M +$7.92M +106,660 +39%
ZF
181
Zhang Financial
Michigan
$27M +$479K +6,452 +2%
DJSG
182
D.J. St. Germain
Massachusetts
$26.6M -$252K -3,392 -0.9%
WFM
183
Wolff Financial Management
Michigan
$26.3M +$755K +10,168 +3%
PFA
184
Pure Financial Advisors
California
$26.1M +$12.5K +168 +0%
PCFFS
185
Pacific Center for Financial Services
California
$25.9M -$577K -7,764 -2%
MYIA
186
Mount Yale Investment Advisors
Colorado
$25.8M +$1.67M +22,444 +7%
PFM
187
Phillips Financial Management
Indiana
$25.7M -$3.48M -46,796 -12%
GT
188
Glenview Trust
Kentucky
$25.4M +$47.8K +644 +0.2%
FWI
189
Facet Wealth Inc
Maryland
$25.4M +$2.03M +27,388 +8%
CA
190
Cornerstone Advisory
Maryland
$25.3M +$1.75M +23,488 +7%
TCOTS
191
Trust Company of the South
North Carolina
$25.2M -$1.4M -18,908 -5%
CFO
192
Callan Family Office
Pennsylvania
$25.2M -$288K -3,876 -1%
TIAA Trust, National Association
193
TIAA Trust, National Association
North Carolina
$25M -$418M -5,626,700 -94%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$24.5M +$171K +2,296 +0.7%
TA
195
Tectonic Advisors
Texas
$24.3M +$358K +4,812 +1%
MFIM
196
Mesirow Financial Investment Management
Illinois
$24.2M +$2.73M +36,700 +12%
SWM
197
SHP Wealth Management
Massachusetts
$24M +$1.3M +17,440 +5%
AFA
198
American Financial Advisors
Georgia
$23.8M -$137K -1,848 -0.6%
GFWA
199
Grey Fox Wealth Advisors
Delaware
$23.6M +$2.19M +29,460 +10%
CB
200
Commerce Bank
Missouri
$23.1M +$9.24M +124,352 +63%