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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$30.3M +$10M +196,968 +30%
RWMH
102
Riverpoint Wealth Management Holdings
Illinois
$30.3M +$405K +7,948 +1%
LIM
103
Leavell Investment Management
Alabama
$29.8M -$1M -19,724 -3%
PCTC
104
Perkins Coie Trust Company
Washington
$29.7M +$1.78M +34,848 +6%
NHT
105
New Hampshire Trust
New Hampshire
$29.3M +$29.3M +574,620 New
FC
106
Fulcrum Capital
Washington
$29.1M +$7.95M +156,148 +38%
G
107
GenTrust
Florida
$27.8M -$547K -10,740 -2%
BBA
108
BLB&B Advisors
Pennsylvania
$26.2M +$1.18M +23,196 +5%
HWA
109
Heartwood Wealth Advisors
Virginia
$26.2M +$883K +17,340 +3%
AM
110
AGF Management
Ontario, Canada
$26.1M +$26.1M +512,212 New
AFS
111
Axiom Financial Strategies
Indiana
$25.5M +$252K +4,956 +1%
RFC
112
Regions Financial Corp
Alabama
$25.4M +$1.21M +23,816 +5%
PRS
113
Pinkerton Retirement Specialists
Idaho
$25M +$25M +491,544 New
BI
114
Ballast Inc
Kentucky
$25M -$24K -472 -0.1%
TPW
115
TL Private Wealth
Texas
$24.5M +$18.5K +364 +0.1%
EI
116
Ellevest Inc
New York
$24.3M +$733K +14,392 +3%
Bessemer Group
117
Bessemer Group
New Jersey
$24.2M -$187K -3,676 -0.8%
CIC
118
Cutler Investment Counsel
Oregon
$23.8M -$923K -18,116 -4%
BP
119
BCK Partners
New York
$23.1M +$1.12M +21,980 +5%
NW
120
NewEdge Wealth
Pennsylvania
$22.9M -$593K -11,648 -3%
CWM
121
Cranbrook Wealth Management
Michigan
$22.7M -$5.59M -109,840 -20%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$22.6M +$1.43M +28,036 +7%
DP
123
Divergent Planning
Maryland
$22.6M +$880K +17,272 +4%
FVWA
124
Foster Victor Wealth Advisors
South Carolina
$22M -$72.9K -1,432 -0.3%
GT
125
Glenmede Trust
Pennsylvania
$21.8M -$354K -6,944 -2%