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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
$10.2M -$1.67M -44,520 -13%
BP
102
Ballentine Partners
Massachusetts
$10.2M -$801K -21,336 -7%
PFA
103
Paradigm Financial Advisors
Missouri
$10.1M +$329K +8,760 +3%
JFA
104
JNBA Financial Advisors
Minnesota
$10M +$10.9M +289,856 New
SCM
105
SOL Capital Management
Maryland
$10M +$240K +6,392 +2%
CI
106
CX Institutional
Indiana
$9.98M +$4.22M +112,352 +64%
PFPT
107
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.75M -$521K -13,880 -5%
Northern Trust
108
Northern Trust
Illinois
$9.46M +$2.85M +75,896 +38%
Comerica Bank
109
Comerica Bank
Texas
$9.44M -$1.99M -52,904 -17%
BWFA
110
Baltimore-Washington Financial Advisors
Maryland
$9.42M +$160K +4,256 +2%
BF
111
Blankinship & Foster
California
$9.35M -$601 -16 -0%
FFG
112
Frisch Financial Group
New York
$9.28M +$10.1M +268,484 New
WCWM
113
Wooster Corthell Wealth Management
Connecticut
$9.13M -$20.4K -544 -0.2%
NAMP
114
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.88M -$85K -2,264 -0.9%
BI
115
Ballast Inc
Kentucky
$8.8M +$937K +24,948 +11%
RFC
116
Regions Financial Corp
Alabama
$8.63M +$1.11M +29,436 +13%
FA
117
Fiducient Advisors
Illinois
$8.54M -$27.6K -736 -0.3%
EIG
118
Ellenbecker Investment Group
Wisconsin
$8.48M +$88.9K +2,368 +1%
WT
119
Whittier Trust
California
$8.41M +$553K +14,740 +6%
WSTAM
120
Wilbanks Smith & Thomas Asset Management
Virginia
$8.36M +$1.73M +46,080 +24%
SWM
121
SVA Wealth Management
Wisconsin
$8.33M +$919K +24,476 +11%
MA
122
Montag & Associates
Georgia
$8.31M +$118K +3,144 +1%
PCA
123
Personal Capital Advisors
California
$8.28M +$197K +5,256 +2%
PCG
124
Private Capital Group
Connecticut
$8.26M +$576K +15,340 +7%
BAM
125
Berkshire Asset Management
Pennsylvania
$8.2M -$68.6K -1,828 -0.8%