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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
201
Grey Fox Wealth Advisors
Delaware
$28.7M +$2.12M +27,373 +8%
TA
202
Tectonic Advisors
Texas
$28.7M +$1.34M +17,344 +5%
PFA
203
Pure Financial Advisors
California
$28.6M -$622K -8,017 -2%
MFIM
204
Mesirow Financial Investment Management
Illinois
$28.5M +$1.27M +16,382 +5%
MWA
205
Meridian Wealth Advisors
Texas
$28.2M +$2.77M +35,739 +11%
GT
206
Glenview Trust
Kentucky
$28.1M -$400K -5,159 -1%
TIAA Trust, National Association
207
TIAA Trust, National Association
North Carolina
$28M -$48.8K -630 -0.2%
AFA
208
American Financial Advisors
Georgia
$27.5M +$730K +9,416 +3%
QCM
209
Quantinno Capital Management
New York
$27.4M +$2.66M +34,282 +11%
CHIA
210
Copper Harbor Investment Advisors
Wisconsin
$27.1M +$26.1M +336,762 New
CIA
211
Concurrent Investment Advisors
Florida
$27M +$6.66M +85,861 +34%
GM
212
GeoWealth Management
Illinois
$26.7M +$837K +10,794 +3%
MWM
213
Marietta Wealth Management
Georgia
$26.5M +$602K +7,763 +2%
MAV
214
Mason & Associates (Virginia)
Virginia
$25.8M +$616K +7,940 +3%
CCM
215
Condor Capital Management
New Jersey
$25.7M -$169K -2,181 -0.7%
GWA
216
Gratus Wealth Advisors
Virginia
$25.7M +$675K +8,708 +3%
HC
217
Hillman Company
Pennsylvania
$25.5M +$6M +77,412 +32%
GSAM
218
Grant Street Asset Management
Pennsylvania
$25.3M +$1.15M +14,773 +5%
NIM
219
Northeast Investment Management
Massachusetts
$24.7M +$439K +5,658 +2%
PFM
220
Phillips Financial Management
Indiana
$24.7M -$3.97M -51,178 -14%
FI
221
FIDELIS iM
Oregon
$24.6M +$277K +3,569 +1%
WG
222
Wellington Group
Indiana
$24.6M +$2.24M +28,927 +10%
PIN
223
Prudent Investors Network
California
$24.5M +$926K +11,946 +4%
AQR Capital Management
224
AQR Capital Management
Connecticut
$24.2M +$6.54M +84,353 +39%
AF
225
Arrow Financial
New York
$24M -$851K -10,981 -4%