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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
201
William Mack & Associates
Michigan
$24M +$4.73M +65,052 +24%
CA
202
Cornerstone Advisory
Maryland
$23.9M +$957K +13,156 +4%
CCM
203
Condor Capital Management
New Jersey
$23.3M -$308K -4,232 -1%
SWM
204
SHP Wealth Management
Massachusetts
$23M +$23.1M +317,396 New
GM
205
GeoWealth Management
Illinois
$22.9M -$443K -6,096 -2%
MWM
206
Marietta Wealth Management
Georgia
$22.9M +$227K +3,124 +1%
CCM
207
Coldstream Capital Management
Washington
$22.6M -$2.35M -32,292 -9%
MAV
208
Mason & Associates (Virginia)
Virginia
$22.3M -$1.06M -14,632 -5%
IWC
209
Integrated Wealth Concepts
Massachusetts
$22.1M -$9.66M -132,812 -30%
SWA
210
Stratos Wealth Advisors
Ohio
$22.1M -$1.34M -18,388 -6%
WTC
211
WhitTier Trust Company
Nevada
$22M -$4.19M -57,628 -16%
MFIM
212
Mesirow Financial Investment Management
Illinois
$21.8M -$2.02M -27,724 -8%
GFWA
213
Grey Fox Wealth Advisors
Delaware
$21.7M +$970K +13,328 +5%
VC
214
Veracity Capital
Georgia
$21.6M +$1.02M +14,012 +5%
TFA
215
Transamerica Financial Advisors
Florida
$21.5M -$1.96M -26,928 -8%
SB
216
Simmons Bank
Arkansas
$21.4M -$575K -7,904 -3%
FI
217
FIDELIS iM
Oregon
$21.2M -$9.37M -128,872 -31%
NIM
218
Northeast Investment Management
Massachusetts
$21.1M +$482K +6,628 +2%
GSAM
219
Grant Street Asset Management
Pennsylvania
$20.9M +$480K +6,596 +2%
EWA
220
Exencial Wealth Advisors
Oklahoma
$20.6M -$316K -4,348 -2%
MA
221
Montag & Associates
Georgia
$20.6M +$117K +1,608 +0.6%
SIC
222
Salem Investment Counselors
North Carolina
$20.3M +$41.3K +568 +0.2%
SRC
223
Sage Rhino Capital
California
$20.3M +$434K +5,964 +2%
PIN
224
Prudent Investors Network
California
$20.3M -$2.78M -38,248 -12%
TCM
225
Twele Capital Management
Minnesota
$20.2M +$175K +2,408 +0.9%
7 8
9
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