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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
Montag & Associates
Georgia
$10.4M -$14.4K -276 -0.1%
PRWA
202
Platte River Wealth Advisors
Colorado
$10.3M +$315K +6,024 +3%
PWLP
203
Prio Wealth Limited Partnership
Massachusetts
$10.3M +$778K +14,892 +7%
AWM
204
AAF Wealth Management
Massachusetts
$10.3M +$452K +8,648 +4%
IWC
205
Integrated Wealth Concepts
Massachusetts
$10.3M +$1.52M +29,132 +15%
JGIA
206
Jackson Grant Investment Advisers
Connecticut
$10.1M +$38K +728 +0.3%
UB
207
UMB Bank
Missouri
$10M -$1.3M -24,964 -10%
Comerica Bank
208
Comerica Bank
Texas
$9.95M -$1.31M -25,108 -11%
PA
209
Parallel Advisors
California
$9.72M -$55.4K -1,060 -0.5%
DY
210
Dowling & Yahnke
California
$9.67M +$1.47M +28,088 +16%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$9.66M +$7.01M +134,144 +188%
VBWMG
212
Von Berge Wealth Management Group
California
$9.62M +$250K +4,792 +2%
GA
213
Geller Advisors
New York
$9.61M +$48.9K +936 +0.5%
AAS
214
Ameritas Advisory Services
Nebraska
$9.5M +$1.11M +21,308 +12%
FMWA
215
Forvis Mazars Wealth Advisors
Missouri
$9.43M -$1.02M -19,476 -9%
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$9.42M -$3.47M -66,364 -25%
SPC
217
Sigma Planning Corp
Michigan
$9.41M -$140K -2,688 -1%
Citigroup
218
Citigroup
New York
$9.38M +$611K +11,684 +6%
RCA
219
Riverview Capital Advisers
Massachusetts
$9.35M +$113K +2,156 +1%
BAMG
220
Brand Asset Management Group
Missouri
$9.34M +$122K +2,344 +1%
MCM
221
Manchester Capital Management
Vermont
$9.26M -$128K -2,440 -1%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$9.23M +$513K +9,812 +5%
REMPR
223
Roof Eidam Maycock Peralta (REMP)
California
$9.21M +$279K +5,332 +3%
SCA
224
Sandy Cove Advisors
Massachusetts
$9.21M +$908K +17,380 +10%
W
225
WealthOne
New York
$9.08M -$1.15M -22,008 -10%