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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
101
Schneider Downs Wealth Management Advisors
Pennsylvania
$24.9M +$429K +8,208 +2%
FSWA
102
Financial Synergies Wealth Advisors
Texas
$24.9M +$5.31M +101,560 +24%
NHC
103
Nicholas Hoffman & Company
Georgia
$24.5M +$8.82M +168,720 +48%
US Bancorp
104
US Bancorp
Minnesota
$24.2M +$1.43M +27,432 +6%
HWA
105
Heartwood Wealth Advisors
Virginia
$23.4M +$1.23M +23,532 +5%
AWS
106
AJ Wealth Strategies
New York
$23.3M -$911K -17,432 -3%
AFS
107
Axiom Financial Strategies
Indiana
$23.3M +$1.02M +19,580 +4%
BBA
108
BLB&B Advisors
Pennsylvania
$23.1M -$635K -12,152 -2%
BI
109
Ballast Inc
Kentucky
$23.1M +$131K +2,500 +0.5%
CIC
110
Cutler Investment Counsel
Oregon
$22.8M -$415K -7,948 -2%
PFM
111
Phillips Financial Management
Indiana
$22.8M +$1.12M +21,364 +5%
Bessemer Group
112
Bessemer Group
New Jersey
$22.5M +$14.8K +284 +0.1%
TPW
113
TL Private Wealth
Texas
$22.3M +$243K +4,652 +1%
RFC
114
Regions Financial Corp
Alabama
$22.3M +$693K +13,252 +3%
EI
115
Ellevest Inc
New York
$21.7M +$1.22M +23,360 +5%
NW
116
NewEdge Wealth
Pennsylvania
$21.6M +$593K +11,340 +3%
FHA
117
First Horizon Advisors
Tennessee
$21M -$5.09M -97,480 -18%
FVWA
118
Foster Victor Wealth Advisors
South Carolina
$21M -$96.2K -1,840 -0.4%
SB
119
Simmons Bank
Arkansas
$21M -$642K -12,276 -3%
HWM
120
HB Wealth Management
Georgia
$20.5M +$1M +19,140 +5%
GT
121
Glenmede Trust
Pennsylvania
$20.5M -$701K -13,420 -3%
BP
122
BCK Partners
New York
$20.3M -$980K -18,752 -4%
CFGS
123
Concourse Financial Group Securities
Alabama
$20.1M -$779K -14,908 -3%
DP
124
Divergent Planning
Maryland
$20M +$356K +6,804 +2%
BF
125
Blankinship & Foster
California
$19.9M -$853K -16,324 -4%