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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
101
Callan Capital
California
$5.45M +$5.88K +208 +0.1%
FPIS
102
Financial Planning & Information Services
Wisconsin
$5.43M -$76.6K -2,708 -1%
APSP
103
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.41M +$137K +4,860 +3%
SFA
104
Stewardship Financial Advisors
Georgia
$5.23M +$4.3M +151,984 +740%
EWM
105
Evermay Wealth Management
Virginia
$5.19M +$1.41M +49,684 +41%
TCM
106
TD Capital Management
Tennessee
$5.18M -$1.85M -65,284 -28%
William Blair & Company
107
William Blair & Company
Illinois
$4.96M +$14.8K +524 +0.3%
BBA
108
BLB&B Advisors
Pennsylvania
$4.9M -$145K -5,140 -3%
RCG
109
Ruggie Capital Group
Florida
$4.75M +$4.43M +156,772 New
B
110
BancorpSouth
Mississippi
$4.63M +$233K +8,232 +6%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$4.62M +$4.31M +152,296 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$4.6M -$178K -6,288 -4%
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$4.53M +$195K +6,888 +5%
TFA
114
Toth Financial Advisory
Virginia
$4.51M -$277K -9,796 -6%
UFA
115
US Financial Advisors
Massachusetts
$4.49M -$1.06M -37,548 -20%
GC
116
Gibson Capital
Pennsylvania
$4.35M -$121K -4,280 -3%
MCM
117
Manchester Capital Management
Vermont
$4.32M +$1.58M +55,972 +65%
MCM
118
Maryland Capital Management
Maryland
$4.28M -$738K -26,092 -16%
Vanguard Group
119
Vanguard Group
Pennsylvania
$4.28M +$300K +10,624 +8%
Mariner
120
Mariner
Kansas
$4.14M +$3.12M +110,212 +420%
ICOA
121
Investment Centers of America
North Dakota
$4.05M +$1.05M +37,104 +38%
ACM
122
Armbruster Capital Management
New York
$4M +$1.7M +59,964 +83%
ECM
123
ETrade Capital Management
Virginia
$3.97M -$182K -6,440 -5%
CWM
124
Cranbrook Wealth Management
Michigan
$3.72M +$441K +15,592 +15%
FTS
125
Fifth Third Securities
Ohio
$3.71M +$3.47M +122,548 New