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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
CX Institutional
Indiana
$33.3M -$3.74M -70,376 -10%
RWMH
102
Riverpoint Wealth Management Holdings
Illinois
$32.3M +$997K +18,736 +3%
FC
103
Fulcrum Capital
Washington
$32M +$1.86M +34,976 +6%
SDWMA
104
Schneider Downs Wealth Management Advisors
Pennsylvania
$31.9M +$138K +2,588 +0.4%
AF
105
Arrow Financial
New York
$31.5M -$1.16M -21,756 -4%
LIM
106
Leavell Investment Management
Alabama
$31.5M +$635K +11,932 +2%
PCTC
107
Perkins Coie Trust Company
Washington
$31.1M +$352K +6,620 +1%
G
108
GenTrust
Florida
$30.4M +$1.63M +30,648 +6%
NHT
109
New Hampshire Trust
New Hampshire
$30M -$313K -5,888 -1%
KAS
110
Kestra Advisory Services
Texas
$28.8M -$3.82M -71,760 -12%
HWA
111
Heartwood Wealth Advisors
Virginia
$28M +$875K +16,448 +3%
NW
112
NewEdge Wealth
Pennsylvania
$27M +$3.34M +62,780 +14%
BBA
113
BLB&B Advisors
Pennsylvania
$26.8M -$306K -5,756 -1%
AFS
114
Axiom Financial Strategies
Indiana
$26.8M +$405K +7,604 +2%
AM
115
AGF Management
Ontario, Canada
$26.5M -$552K -10,368 -2%
RFC
116
Regions Financial Corp
Alabama
$26.3M +$84.5K +1,588 +0.3%
BI
117
Ballast Inc
Kentucky
$26.2M +$376K +7,076 +1%
PRS
118
Pinkerton Retirement Specialists
Idaho
$26M +$70.2K +1,320 +0.3%
EI
119
Ellevest Inc
New York
$25.6M +$452K +8,488 +2%
TPW
120
TL Private Wealth
Texas
$25.2M +$456K +8,580 +2%
Bessemer Group
121
Bessemer Group
New Jersey
$24.5M -$567K -10,660 -2%
BP
122
BCK Partners
New York
$24M +$80.9K +1,520 +0.3%
GT
123
Glenmede Trust
Pennsylvania
$23M +$392K +7,372 +2%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$23M -$436K -8,204 -2%
PFM
125
Phillips Financial Management
Indiana
$22.7M +$127K +2,396 +0.6%