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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$28.5M +$565K +9,628 +2%
Bessemer Group
102
Bessemer Group
New Jersey
$28.5M -$47.8M -814,456 -63%
G
103
GenTrust
Florida
$28.2M -$3.45M -58,796 -11%
SB
104
Simmons Bank
Arkansas
$28.2M -$1.43M -24,372 -5%
BBA
105
BLB&B Advisors
Pennsylvania
$27.6M +$1.25M +21,296 +5%
CAN
106
Cetera Advisor Networks
California
$27.4M +$2.66M +45,420 +11%
AllianceBernstein
107
AllianceBernstein
Tennessee
$27.3M +$521K +8,880 +2%
HWA
108
Heartwood Wealth Advisors
Virginia
$27.3M -$719K -12,252 -3%
TPW
109
TL Private Wealth
Texas
$26.6M +$1.33M +22,596 +5%
HWM
110
HB Wealth Management
Georgia
$26.6M +$21.4M +364,460 +443%
AWS
111
Atria Wealth Solutions
New York
$26.6M +$26.2M +446,776 New
BP
112
BCK Partners
New York
$26.3M +$575K +9,800 +2%
FI
113
FIDELIS iM
Oregon
$26M +$448K +7,636 +2%
BF
114
Blankinship & Foster
California
$26M +$188K +3,208 +0.7%
LPWM
115
Lake Point Wealth Management
Texas
$25.9M +$4.58M +78,120 +22%
CFGS
116
Concourse Financial Group Securities
Alabama
$25.4M -$3.25M -55,392 -11%
SCA
117
Spearhead Capital Advisors
Florida
$25.4M -$525K -8,952 -2%
EI
118
Ellevest Inc
New York
$25M -$2.34M -39,968 -9%
FVWA
119
Foster Victor Wealth Advisors
South Carolina
$25M +$1.59M +27,092 +7%
PFM
120
Phillips Financial Management
Indiana
$24.9M -$7.04K -120 -0%
AFS
121
Axiom Financial Strategies
Indiana
$24.9M +$685K +11,668 +3%
WT
122
Whittier Trust
California
$24.8M +$233K +3,976 +1%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$24.2M +$3.7M +63,088 +18%
DP
124
Divergent Planning
Maryland
$24M +$947K +16,136 +4%
FW
125
Fidato Wealth
Ohio
$24M +$726K +12,368 +3%