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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
201
GeoWealth Management
Illinois
$23.6M -$715K -9,956 -3%
PIN
202
Prudent Investors Network
California
$23.3M +$481K +6,704 +2%
CA
203
Cornerstone Advisory
Maryland
$23.2M +$3.47M +48,352 +18%
MWM
204
Marietta Wealth Management
Georgia
$22.9M -$510K -7,100 -2%
TA
205
Tectonic Advisors
Texas
$22.9M +$774K +10,784 +4%
MAV
206
Mason & Associates (Virginia)
Virginia
$22.5M +$2.3K +32 +0%
SB
207
Simmons Bank
Arkansas
$22.3M -$870K -12,112 -4%
ATC
208
Advantage Trust Company
Kansas
$21.9M +$826K +11,504 +4%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$21.7M -$19.7M -274,268 -48%
EWA
210
Exencial Wealth Advisors
Oklahoma
$21.2M +$319K +4,436 +2%
GFWA
211
Grey Fox Wealth Advisors
Delaware
$21.1M +$1.08M +15,096 +6%
MWM
212
Modera Wealth Management
New Jersey
$21.1M -$687K -9,568 -3%
NIM
213
Northeast Investment Management
Massachusetts
$20.8M +$525K +7,312 +3%
VC
214
Veracity Capital
Georgia
$20.8M +$697K +9,704 +4%
MA
215
Montag & Associates
Georgia
$20.8M -$198K -2,756 -1%
GSAM
216
Grant Street Asset Management
Pennsylvania
$20.7M +$637K +8,868 +3%
SIC
217
Salem Investment Counselors
North Carolina
$20.6M -$119K -1,652 -0.6%
TCM
218
Twele Capital Management
Minnesota
$20.3M +$261K +3,628 +1%
KPWS
219
Kestra Private Wealth Services
Texas
$20.1M +$4.56M +63,520 +30%
SRC
220
Sage Rhino Capital
California
$20.1M +$303K +4,220 +2%
BWP
221
Burling Wealth Partners
Illinois
$20M -$248K -3,460 -1%
TPCW
222
TD Private Client Wealth
New York
$19.7M +$2.73M +37,984 +16%
IB
223
Intrust Bank
Kansas
$19.7M -$278K -3,868 -1%
RFA
224
RTD Financial Advisors
Pennsylvania
$19.6M +$127K +1,772 +0.7%
SWP
225
Sagespring Wealth Partners
Tennessee
$19.5M -$520K -7,236 -3%