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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$11M +$285K +6,992 +3%
WCWM
102
Wooster Corthell Wealth Management
Connecticut
$10.9M +$251K +6,156 +2%
NAMP
103
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.7M -$979K -24,004 -8%
FA
104
Fiducient Advisors
Illinois
$10.2M +$283K +6,928 +3%
VR
105
Viridian RIA
Washington
$10.2M +$952K +23,328 +10%
EIG
106
Ellenbecker Investment Group
Wisconsin
$9.98M -$34.4K -844 -0.3%
MM
107
Meridian Management
Arkansas
$9.9M -$64.8K -1,588 -0.7%
BAM
108
Berkshire Asset Management
Pennsylvania
$9.82M -$232K -5,692 -2%
MA
109
Montag & Associates
Georgia
$9.75M +$18.1K +444 +0.2%
William Blair & Company
110
William Blair & Company
Illinois
$9.72M +$711K +17,412 +8%
WP
111
WMS Partners
Maryland
$9.72M -$867K -21,256 -8%
SI
112
Stephens Inc
Arkansas
$9.67M +$281K +6,880 +3%
PCA
113
Personal Capital Advisors
California
$9.63M +$838K +20,536 +10%
MIM
114
Miller Investment Management
Pennsylvania
$9.63M -$112K -2,748 -1%
BI
115
Ballast Inc
Kentucky
$9.48M +$434K +10,628 +5%
WT
116
Whittier Trust
California
$9.39M +$5.55K +136 +0.1%
CRC
117
Curi RMB Capital
Illinois
$9.34M -$6.53K -160 -0.1%
PCG
118
Private Capital Group
Connecticut
$9.23M +$389K +9,532 +4%
WTC
119
WhitTier Trust Company
Nevada
$9.19M +$457K +11,200 +5%
CS
120
Comerica Securities
Michigan
$9.17M +$1.24M +30,448 +16%
JGIA
121
Jackson Grant Investment Advisers
Connecticut
$9.08M +$409K +10,020 +5%
RFC
122
Regions Financial Corp
Alabama
$9.04M -$316K -7,744 -3%
UCFA
123
United Capital Financial Advisors
Texas
$8.95M -$551K -13,512 -6%
SWM
124
SVA Wealth Management
Wisconsin
$8.89M +$93.2K +2,284 +1%
TCM
125
Twele Capital Management
Minnesota
$8.86M -$24.2K -592 -0.3%