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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cranbrook Wealth Management
Michigan
$12.2M +$1.17M +28,368 +8%
PCA
102
Personal Capital Advisors
California
$12.1M +$650K +15,692 +4%
William Blair & Company
103
William Blair & Company
Illinois
$11.8M -$226K -5,452 -1%
BBA
104
BLB&B Advisors
Pennsylvania
$11.6M +$10.5M +252,968 +257%
FSC
105
Full Sail Capital
Oklahoma
$11.6M +$11.4M +275,816 +1,055%
SCM
106
SOL Capital Management
Maryland
$11.2M +$128K +3,092 +0.9%
BPA
107
Beacon Pointe Advisors
California
$11.2M +$3.96M +95,588 +39%
VR
108
Viridian RIA
Washington
$11M +$16.6K +400 +0.1%
M&T Bank
109
M&T Bank
New York
$10.9M +$13.7M +330,524 New
FA
110
FDx Advisors
Illinois
$10.7M -$5.81M -140,396 -30%
CFD
111
Creative Financial Designs
Indiana
$10.5M +$11.2M +271,020 +579%
WCWM
112
Wooster Corthell Wealth Management
Connecticut
$10.3M +$2.05M +49,620 +19%
Brown Advisory
113
Brown Advisory
Maryland
$9.99M -$1.67M -40,400 -12%
PFA
114
Paradigm Financial Advisors
Missouri
$9.79M +$141K +3,404 +1%
BAM
115
Berkshire Asset Management
Pennsylvania
$9.51M +$1.56M +37,588 +15%
PA
116
Parallel Advisors
California
$9.41M -$515K -12,428 -4%
MGIA
117
Moneta Group Investment Advisors
Missouri
$9.29M +$5.44M +131,300 +87%
EIG
118
Ellenbecker Investment Group
Wisconsin
$9.28M -$164K -3,972 -1%
WT
119
Whittier Trust
California
$9.23M -$176K -4,240 -1%
BI
120
Ballast Inc
Kentucky
$9.22M +$799K +19,292 +7%
TFO
121
Tarbox Family Office
California
$8.93M +$11.2M +271,232 New
GT
122
Glenmede Trust
Pennsylvania
$8.78M
MM
123
Meridian Management
Arkansas
$8.67M +$756K +18,252 +7%
MCM
124
Manchester Capital Management
Vermont
$8.62M -$4.65M -112,340 -30%
BF
125
Blankinship & Foster
California
$8.56M -$412K -9,960 -4%