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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Berkshire Asset Management
Pennsylvania
$8.49M -$1.11M -34,576 -12%
NAMP
77
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.43M -$683K -21,280 -8%
UCFA
78
United Capital Financial Advisors
Texas
$8.26M +$334K +10,404 +4%
MA
79
Montag & Associates
Georgia
$7.98M +$16.3K +508 +0.2%
Mariner
80
Mariner
Kansas
$7.96M +$791K +24,664 +11%
SDWMA
81
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.93M +$170K +5,300 +2%
MCM
82
Manchester Capital Management
Vermont
$7.61M +$1.58M +49,256 +27%
Brown Advisory
83
Brown Advisory
Maryland
$7.55M +$373K +11,640 +5%
M&T Bank
84
M&T Bank
New York
$7.55M +$4.49K +140 +0.1%
SCM
85
SOL Capital Management
Maryland
$7.52M +$617K +19,240 +9%
RCG
86
Ruggie Capital Group
Florida
$7.32M +$1.03M +32,184 +17%
PFA
87
Paradigm Financial Advisors
Missouri
$7.28M +$155K +4,820 +2%
SWM
88
SVA Wealth Management
Wisconsin
$7.27M -$275K -8,584 -4%
WAM
89
Wealthspire Advisors (Maryland)
Maryland
$7.09M +$2.54M +79,136 +57%
WTC
90
WhitTier Trust Company
Nevada
$7.03M
Baird Financial Group
91
Baird Financial Group
Wisconsin
$6.97M +$561K +17,488 +9%
JWM
92
Jacobus Wealth Management
Wisconsin
$6.93M +$291K +9,080 +4%
FWP
93
Fiduciary Wealth Partners
Massachusetts
$6.68M -$417K -13,004 -6%
PFM
94
Phillips Financial Management
Indiana
$6.68M -$47.1K -1,468 -0.7%
ACM
95
Aviance Capital Management
Florida
$6.65M -$578K -18,024 -8%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$6.62M +$6.56M +204,436 New
JGIA
97
Jackson Grant Investment Advisers
Connecticut
$6.55M +$2.95K +92 +0%
APSP
98
Asset Planning Services (Pennsylvania)
Pennsylvania
$6.3M +$511K +15,940 +9%
WIC
99
Woodmont Investment Counsel
Tennessee
$6.13M -$146K -4,560 -2%
WIC
100
Whitegate Investment Counselors
New Hampshire
$6.03M +$68.8K +2,144 +1%