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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
201
Trust Company of the South
North Carolina
$18.9M +$363K +5,404 +2%
HC
202
Hillman Company
Pennsylvania
$18.8M +$6.57M +97,832 +51%
MAV
203
Mason & Associates (Virginia)
Virginia
$18.7M -$247K -3,680 -1%
TA
204
Tectonic Advisors
Texas
$18.6M +$421K +6,268 +2%
FI
205
FIDELIS iM
Oregon
$18.3M -$317K -4,720 -2%
SWA
206
Stratos Wealth Advisors
Ohio
$18.2M -$282K -4,208 -1%
MA
207
Montag & Associates
Georgia
$18.2M -$3.18M -47,372 -14%
OC
208
Oppenheimer & Co
New York
$18.2M +$2M +29,752 +12%
ZF
209
Zhang Financial
Michigan
$18.1M +$874K +13,024 +5%
NRI
210
NFP Retirement Inc
California
$17.9M -$321K -4,784 -2%
BWP
211
Burling Wealth Partners
Illinois
$17.8M -$428K -6,372 -2%
GSAM
212
Grant Street Asset Management
Pennsylvania
$17.8M +$12.7M +189,576 +221%
NIM
213
Northeast Investment Management
Massachusetts
$17.8M +$443K +6,604 +2%
SIC
214
Salem Investment Counselors
North Carolina
$17.8M +$11.3K +168 +0.1%
BWFA
215
Baltimore-Washington Financial Advisors
Maryland
$17.7M +$107K +1,592 +0.6%
BWS
216
Buck Wealth Strategies
Colorado
$17.7M +$4.38M +65,240 +31%
PWM
217
Praetorian Wealth Management
California
$17.7M +$233K +3,468 +1%
ATC
218
Advantage Trust Company
Kansas
$17.7M +$46.4K +692 +0.3%
TCM
219
Twele Capital Management
Minnesota
$17.4M +$21.5K +320 +0.1%
FHA
220
First Horizon Advisors
Tennessee
$17.2M +$244K +3,636 +1%
GFWA
221
Grey Fox Wealth Advisors
Delaware
$17.2M +$830K +12,364 +5%
OFS
222
OneAscent Financial Services
Alabama
$17.2M +$8.9M +132,672 +100%
VC
223
Veracity Capital
Georgia
$17M +$373K +5,556 +2%
BAM
224
Berkshire Asset Management
Pennsylvania
$17M -$1.16M -17,212 -6%
EWA
225
Exencial Wealth Advisors
Oklahoma
$16.9M -$227K -3,376 -1%