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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
101
Summit Financial Wealth Advisors
Louisiana
$9.14M +$2.57M +71,224 +40%
RCG
102
Ruggie Capital Group
Florida
$9.11M +$132K +3,668 +2%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$9.1M +$376K +10,428 +4%
GA
104
Greytown Advisors
Florida
$9.02M +$2.64M +73,216 +43%
CS
105
Credit Suisse
Switzerland
$8.98M +$6.26M +173,608 +246%
MA
106
Montag & Associates
Georgia
$8.88M -$606K -16,800 -7%
Citigroup
107
Citigroup
New York
$8.71M +$643K +17,820 +8%
CB
108
Chemical Bank
Michigan
$8.65M +$139K +3,848 +2%
BAM
109
Berkshire Asset Management
Pennsylvania
$8.51M -$609K -16,880 -7%
RW
110
REDW Wealth
New Mexico
$8.46M -$300K -8,308 -3%
SWM
111
SVA Wealth Management
Wisconsin
$8.29M +$17.2K +476 +0.2%
JWM
112
Jacobus Wealth Management
Wisconsin
$8.14M +$249K +6,900 +3%
APSP
113
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.05M -$139K -3,860 -2%
Fiera Capital (Canada)
114
Fiera Capital (Canada)
Quebec, Canada
$8M -$1.64M -45,540 -17%
MCWS
115
McKinley Carter Wealth Services
West Virginia
$7.97M -$13.2M -367,320 -63%
TCM
116
Twele Capital Management
Minnesota
$7.97M -$512K -14,188 -6%
WTC
117
WhitTier Trust Company
Nevada
$7.97M
RFC
118
Regions Financial Corp
Alabama
$7.83M -$107K -2,960 -1%
JGIA
119
Jackson Grant Investment Advisers
Connecticut
$7.83M +$56.7K +1,572 +0.7%
MIM
120
Miller Investment Management
Pennsylvania
$7.74M +$66.5K +1,844 +0.9%
UCFA
121
United Capital Financial Advisors
Texas
$7.66M -$448K -12,408 -6%
PFM
122
Phillips Financial Management
Indiana
$7.62M -$31.2K -864 -0.4%
CFGF
123
Compass Financial Group (Florida)
Florida
$7.59M +$50.5K +1,400 +0.7%
VFP
124
Verus Financial Partners
Virginia
$7.33M -$576K -15,968 -7%
William Blair & Company
125
William Blair & Company
Illinois
$7.17M -$82.4K -2,284 -1%