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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Berkshire Asset Management
Pennsylvania
$8.85M
PFA
102
Paradigm Financial Advisors
Missouri
$8.83M +$464K +13,140 +6%
RCG
103
Ruggie Capital Group
Florida
$8.7M +$138K +3,900 +2%
RW
104
REDW Wealth
New Mexico
$8.5M -$619K -17,508 -7%
MA
105
MUFG Americas
New York
$8.47M +$1.98M +56,156 +31%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$8.45M +$865K +24,480 +12%
CB
107
Chemical Bank
Michigan
$8.25M +$120K +3,400 +1%
TCM
108
Twele Capital Management
Minnesota
$8.23M -$3.89M -110,144 -32%
SWM
109
SVA Wealth Management
Wisconsin
$8.02M +$148K +4,200 +2%
TAT
110
TD Ameritrade Trust
Colorado
$8M +$9.18M +259,768 New
APSP
111
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.94M +$233K +6,592 +3%
Jane Street
112
Jane Street
New York
$7.88M -$2.15M -60,964 -22%
UCFA
113
United Capital Financial Advisors
Texas
$7.87M -$13.6K -384 -0.2%
Citigroup
114
Citigroup
New York
$7.81M +$226K +6,408 +3%
WTC
115
WhitTier Trust Company
Nevada
$7.72M -$10.3K -292 -0.1%
RFC
116
Regions Financial Corp
Alabama
$7.7M +$1.08M +30,700 +17%
VFP
117
Verus Financial Partners
Virginia
$7.68M -$960K -27,180 -11%
JWM
118
Jacobus Wealth Management
Wisconsin
$7.64M +$257K +7,260 +4%
PFM
119
Phillips Financial Management
Indiana
$7.61M -$30.7K -868 -0.4%
JGIA
120
Jackson Grant Investment Advisers
Connecticut
$7.53M +$56.7K +1,604 +0.8%
MIM
121
Miller Investment Management
Pennsylvania
$7.44M -$9.46M -267,768 -56%
CCM
122
Coldstream Capital Management
Washington
$7.37M -$122K -3,444 -2%
CFGF
123
Compass Financial Group (Florida)
Florida
$7.3M +$59.8K +1,692 +0.8%
William Blair & Company
124
William Blair & Company
Illinois
$7.04M +$8.2K +232 +0.1%
FTS
125
Fifth Third Securities
Ohio
$6.96M -$272K -7,688 -4%