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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WB
201
WesBanco Bank
West Virginia
$13.8M +$2.05M +34,956 +18%
DWM
202
Doyle Wealth Management
Florida
$13.6M +$2.23M +38,048 +20%
Comerica Bank
203
Comerica Bank
Texas
$13.6M +$429K +7,304 +3%
SRC
204
Sage Rhino Capital
California
$13.4M +$519K +8,852 +4%
AAS
205
Avantax Advisory Services
Texas
$13.3M +$1.34M +22,832 +11%
MA
206
Montag & Associates
Georgia
$13.3M +$65K +1,108 +0.5%
PA
207
Parallel Advisors
California
$13.1M -$98.6K -1,680 -0.8%
GT
208
Glenview Trust
Kentucky
$13.1M +$293K +5,000 +2%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$13.1M +$12.6M +215,492 +4,125%
FA
210
Fiducient Advisors
Illinois
$13.1M -$152K -2,588 -1%
PRWA
211
Platte River Wealth Advisors
Colorado
$13M +$141K +2,396 +1%
W
212
WealthOne
New York
$13M -$236K -4,016 -2%
SWP
213
Stratos Wealth Partners
Ohio
$12.9M +$1.86M +31,652 +17%
SAM
214
SP Asset Management
California
$12.9M +$960K +16,360 +8%
CWA
215
Consilio Wealth Advisors
Washington
$12.8M -$738K -12,580 -6%
PWLP
216
Prio Wealth Limited Partnership
Massachusetts
$12.7M +$419K +7,148 +3%
JGIA
217
Jackson Grant Investment Advisers
Connecticut
$12.7M +$12.5M +213,788 New
VA
218
Valmark Advisers
Ohio
$12.7M +$6.22M +106,044 +99%
AWM
219
AAF Wealth Management
Massachusetts
$12.6M +$120K +2,048 +1%
PMG
220
ProVise Management Group
Florida
$12.2M +$1.31M +22,392 +12%
GA
221
Geller Advisors
New York
$12.1M
MCM
222
Manchester Capital Management
Vermont
$12.1M +$373K +6,356 +3%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$12.1M +$2.95M +50,248 +33%
DL
224
DOHJ LLC
Washington
$12M +$136K +2,316 +1%
SPC
225
Sigma Planning Corp
Michigan
$11.7M +$515K +8,780 +5%