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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
76
TCV Trust & Wealth Management
Virginia
$40.6M -$283K -4,516 -0.7%
BFPW
77
BOK Financial Private Wealth
Colorado
$40.5M +$462K +7,364 +1%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$39.8M +$6.07M +96,784 +18%
AWM
79
Altium Wealth Management
New York
$38.9M +$126K +2,012 +0.3%
BlackRock
80
BlackRock
New York
$38.4M +$245K +3,908 +0.7%
AFG
81
Arkansas Financial Group
Arkansas
$38M +$730K +11,652 +2%
AFAS
82
Acorn Financial Advisory Services
Virginia
$37.4M +$31M +495,148 +538%
LIM
83
Leavell Investment Management
Alabama
$37M +$1.42M +22,708 +4%
KAS
84
Kestra Advisory Services
Texas
$36.8M -$6.81M -108,644 -16%
AT
85
American Trust
Kentucky
$36.7M +$36.1M +575,824 New
DJSG
86
D.J. St. Germain
Massachusetts
$36.5M -$2.35M -37,476 -6%
ACM
87
Alpha Capital Management
Texas
$36.4M +$4.07M +64,996 +13%
VR
88
Viridian RIA
Washington
$34.7M +$34.1M +544,076 New
RWMH
89
Riverpoint Wealth Management Holdings
Illinois
$34.5M -$1.84M -29,336 -5%
ME
90
McIlrath & Eck
Washington
$34M -$261K -4,156 -0.8%
FWIA
91
Fort Washington Investment Advisors
Ohio
$32.8M +$2.17M +34,696 +7%
SDWMA
92
Schneider Downs Wealth Management Advisors
Pennsylvania
$32.7M -$680K -10,848 -2%
FMWA
93
Forvis Mazars Wealth Advisors
Missouri
$32.7M +$1.05M +16,724 +3%
SI
94
Stephens Inc
Arkansas
$32.6M -$681K -10,856 -2%
EH
95
Equitable Holdings
New York
$32.4M +$3.34M +53,228 +12%
GT
96
Glenmede Trust
Pennsylvania
$32.3M -$1.85M -29,564 -6%
SB
97
Simmons Bank
Arkansas
$31.7M -$761K -12,136 -2%
G
98
GenTrust
Florida
$31.6M +$1.16M +18,476 +4%
CWM
99
Cranbrook Wealth Management
Michigan
$31.4M +$1.35M +21,576 +5%
CFGS
100
Concourse Financial Group Securities
Alabama
$30.8M +$989K +15,776 +3%