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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
201
Cadence Bank
Mississippi
$19.2M +$1.11M +16,284 +6%
BAM
202
Berkshire Asset Management
Pennsylvania
$19.1M -$2.42M -35,596 -11%
FI
203
FIDELIS iM
Oregon
$19M -$2.72M -40,120 -12%
TCOTS
204
Trust Company of the South
North Carolina
$19M +$2.12M +31,164 +12%
FCP
205
Fidelis Capital Partners
Florida
$19M +$3.54M +52,096 +23%
SWA
206
Stratos Wealth Advisors
Ohio
$18.9M -$1.45M -21,432 -7%
BWP
207
Burling Wealth Partners
Illinois
$18.6M +$19.2M +282,164 New
TA
208
Tectonic Advisors
Texas
$18.6M +$558K +8,216 +3%
NRI
209
NFP Retirement Inc
California
$18.6M +$666K +9,804 +4%
GVAG
210
Great Valley Advisor Group
Delaware
$18.3M +$1.86M +27,420 +11%
MMPW
211
Mitchell McLeod Pugh & Williams
Alabama
$18.2M +$1.69M +24,844 +10%
SIC
212
Salem Investment Counselors
North Carolina
$18.1M +$157K +2,316 +0.9%
ATC
213
Advantage Trust Company
Kansas
$18M +$797K +11,744 +4%
BWFA
214
Baltimore-Washington Financial Advisors
Maryland
$18M +$282K +4,148 +2%
PFPT
215
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.9M +$464K +6,828 +3%
HIMC
216
Heritage Investors Management Corp
Maryland
$17.9M -$508K -7,484 -3%
PWM
217
Praetorian Wealth Management
California
$17.8M -$176K -2,588 -0.9%
TCM
218
Twele Capital Management
Minnesota
$17.7M +$1.23M +18,184 +7%
NIM
219
Northeast Investment Management
Massachusetts
$17.7M +$449K +6,612 +3%
SRC
220
Shufro Rose & Co
New York
$17.7M +$10.8M +158,896 +145%
ZF
221
Zhang Financial
Michigan
$17.7M +$2.38M +35,128 +15%
Envestnet Portfolio Solutions
222
Envestnet Portfolio Solutions
Illinois
$17.6M -$839K -12,364 -4%
EWA
223
Exencial Wealth Advisors
Oklahoma
$17.5M -$700K -10,304 -4%
VBWMG
224
Von Berge Wealth Management Group
California
$17.4M +$83.1K +1,224 +0.5%
FHA
225
First Horizon Advisors
Tennessee
$17.4M -$751K -11,068 -4%