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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Searcy Financial Services
Kansas
$30.2M +$299K +4,776 +1%
HWA
102
Heartwood Wealth Advisors
Virginia
$30M -$143K -2,276 -0.5%
TFS
103
TrustCore Financial Services
Tennessee
$30M -$10.2M -163,300 -26%
US Bancorp
104
US Bancorp
Minnesota
$29.9M -$385K -6,148 -1%
FHA
105
First Horizon Advisors
Tennessee
$29.4M -$127K -2,024 -0.4%
BI
106
Ballast Inc
Kentucky
$29M -$16K -256 -0.1%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$28.8M +$10.5M +167,952 +59%
AllianceBernstein
108
AllianceBernstein
Tennessee
$28.7M +$564K +8,992 +2%
CIC
109
Cutler Investment Counsel
Oregon
$28.5M -$402K -6,412 -1%
AFS
110
Axiom Financial Strategies
Indiana
$28.3M +$7.19M +114,736 +35%
BBA
111
BLB&B Advisors
Pennsylvania
$28.2M -$492K -7,852 -2%
SCA
112
Spearhead Capital Advisors
Florida
$27.8M +$67.2K +1,072 +0.2%
BF
113
Blankinship & Foster
California
$27.6M +$434K +6,916 +2%
BP
114
BCK Partners
New York
$27.6M -$723K -11,536 -3%
FI
115
FIDELIS iM
Oregon
$27.4M +$571K +9,116 +2%
PFM
116
Phillips Financial Management
Indiana
$26.7M -$155K -2,472 -0.6%
CAN
117
Cetera Advisor Networks
California
$26.4M +$1M +15,972 +4%
WT
118
Whittier Trust
California
$26.3M -$154K -2,452 -0.6%
AA
119
Ancora Advisors
Ohio
$26M -$738K -11,768 -3%
RFC
120
Regions Financial Corp
Alabama
$25.7M +$1.68M +26,764 +7%
AWM
121
AE Wealth Management
Kansas
$25.6M +$5.87M +93,576 +30%
NA
122
NewEdge Advisors
Louisiana
$25.6M +$9.55M +152,408 +61%
FW
123
Fidato Wealth
Ohio
$24.9M +$24.5M +391,488 New
TPW
124
TL Private Wealth
Texas
$24.7M -$112K -1,792 -0.4%
FVWA
125
Foster Victor Wealth Advisors
South Carolina
$24.7M -$783K -12,488 -3%