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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
101
Fort Washington Investment Advisors
Ohio
$25.6M +$285K +5,284 +1%
AWS
102
AJ Wealth Strategies
New York
$25.3M +$14.1M +261,592 +104%
BBA
103
BLB&B Advisors
Pennsylvania
$24.8M +$2.1M +38,820 +8%
CIC
104
Cutler Investment Counsel
Oregon
$24.3M +$495K +9,164 +2%
US Bancorp
105
US Bancorp
Minnesota
$24.1M +$505K +9,348 +2%
BI
106
Ballast Inc
Kentucky
$24M -$208K -3,852 -0.8%
Bessemer Group
107
Bessemer Group
New Jersey
$23.6M -$23.8K -440 -0.1%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$23.5M +$3.74M +69,300 +17%
AFS
109
Axiom Financial Strategies
Indiana
$23.4M +$1.09M +20,100 +4%
HWA
110
Heartwood Wealth Advisors
Virginia
$23.3M +$772K +14,288 +3%
TPW
111
TL Private Wealth
Texas
$23.1M +$413K +7,648 +2%
NA
112
NewEdge Advisors
Louisiana
$23M +$3.51M +64,936 +16%
PFM
113
Phillips Financial Management
Indiana
$22.8M +$2.4M +44,396 +11%
RFC
114
Regions Financial Corp
Alabama
$22.7M +$3.29M +60,948 +15%
SB
115
Simmons Bank
Arkansas
$22.6M -$865K -16,004 -3%
LPWM
116
Lake Point Wealth Management
Texas
$22.2M +$880K +16,284 +4%
BP
117
BCK Partners
New York
$22.2M +$404K +7,476 +2%
NW
118
NewEdge Wealth
Pennsylvania
$22.1M +$9.5M +175,748 +64%
GT
119
Glenmede Trust
Pennsylvania
$22.1M -$3.39M -62,752 -12%
FSC
120
Full Sail Capital
Oklahoma
$21.8M -$4M -74,072 -14%
CFGS
121
Concourse Financial Group Securities
Alabama
$21.8M +$777K +14,384 +3%
EI
122
Ellevest Inc
New York
$21.6M +$1.23M +22,720 +5%
BF
123
Blankinship & Foster
California
$21.6M +$121K +2,248 +0.5%
FVWA
124
Foster Victor Wealth Advisors
South Carolina
$21.3M +$71.8K +1,328 +0.3%
FSWA
125
Financial Synergies Wealth Advisors
Texas
$21M +$19.1M +352,696 +473%