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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
226
Burling Wealth Partners
Illinois
$20.2M +$468K +6,436 +2%
MWM
227
Modera Wealth Management
New Jersey
$20.1M -$764K -10,508 -4%
BWS
228
Buck Wealth Strategies
Colorado
$20M -$5.69M -78,288 -22%
KPWS
229
Kestra Private Wealth Services
Texas
$19.9M -$5.82K -80 -0%
Bessemer Group
230
Bessemer Group
New Jersey
$19.9M -$36.5M -501,616 -65%
ICMM
231
Integrated Capital Management (Michigan)
Michigan
$19.6M +$644K +8,848 +3%
BIM
232
Bridges Investment Management
Nebraska
$19.6M +$2.31M +31,756 +13%
IB
233
Intrust Bank
Kansas
$19.5M +$28.2K +388 +0.1%
BEI
234
Benjamin Edwards Inc
Missouri
$19.4M +$379K +5,208 +2%
VWA
235
Visionary Wealth Advisors
Illinois
$19.1M +$451K +6,196 +2%
BP
236
Ballentine Partners
Massachusetts
$19M -$2.04K -28 -0%
RFA
237
RTD Financial Advisors
Pennsylvania
$18.9M -$516K -7,100 -3%
WIA
238
World Investment Advisors
California
$18.8M +$4.41M +60,572 +30%
OC
239
Oppenheimer & Co
New York
$18.7M -$5.17M -71,128 -22%
QCM
240
Quantinno Capital Management
New York
$18.7M +$3.86M +53,104 +26%
BAM
241
Berkshire Asset Management
Pennsylvania
$18.6M -$48.9K -672 -0.3%
SPP
242
Single Point Partners
Massachusetts
$18.5M -$163K -2,244 -0.9%
SWP
243
Sagespring Wealth Partners
Tennessee
$18.4M -$884K -12,156 -5%
GVAG
244
Great Valley Advisor Group
Delaware
$18.4M +$1.19M +16,408 +7%
NLWP
245
Next Level Wealth Planning
Idaho
$17.9M +$511K +7,024 +3%
MWA
246
Meridian Wealth Advisors
Texas
$17.9M +$4.94M +67,856 +38%
SCA
247
Sandy Cove Advisors
Massachusetts
$17.8M +$3.54M +48,684 +25%
AllianceBernstein
248
AllianceBernstein
Tennessee
$17.8M +$5.18M +71,260 +41%
CL
249
Choreo LLC
Illinois
$17.8M +$178K +2,444 +1%
CIA
250
Concurrent Investment Advisors
Florida
$17.7M +$1.4M +19,248 +9%