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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWMH
101
Riverpoint Wealth Management Holdings
Illinois
$34.1M +$387K +7,384 +1%
CAN
102
Cetera Advisor Networks
California
$34M -$3.56M -67,944 -10%
SDWMA
103
Schneider Downs Wealth Management Advisors
Pennsylvania
$33.8M +$463K +8,824 +1%
LIM
104
Leavell Investment Management
Alabama
$33.6M +$662K +12,636 +2%
ACM
105
Alpha Capital Management
Texas
$33.4M
FC
106
Fulcrum Capital
Washington
$33.2M -$112K -2,128 -0.4%
NHT
107
New Hampshire Trust
New Hampshire
$32.6M +$1.25M +23,800 +4%
PCTC
108
Perkins Coie Trust Company
Washington
$32.6M +$124K +2,360 +0.4%
AF
109
Arrow Financial
New York
$32.6M -$306K -5,840 -1%
KAS
110
Kestra Advisory Services
Texas
$32.2M +$2.08M +39,696 +7%
HWA
111
Heartwood Wealth Advisors
Virginia
$29.8M +$567K +10,824 +2%
NW
112
NewEdge Wealth
Pennsylvania
$28.9M +$723K +13,800 +3%
BI
113
Ballast Inc
Kentucky
$28.3M +$918K +17,512 +4%
SC
114
Stephens Consulting
Michigan
$28.2M +$14.4M +274,920 +116%
EI
115
Ellevest Inc
New York
$27.7M +$978K +18,656 +4%
BBA
116
BLB&B Advisors
Pennsylvania
$27.4M -$543K -10,360 -2%
RFC
117
Regions Financial Corp
Alabama
$26.9M -$528K -10,072 -2%
AM
118
AGF Management
Ontario, Canada
$26.7M -$906K -17,280 -3%
TPW
119
TL Private Wealth
Texas
$26.4M +$14.3K +272 +0.1%
Bessemer Group
120
Bessemer Group
New Jersey
$25.7M +$149K +2,836 +0.6%
PFM
121
Phillips Financial Management
Indiana
$25.7M +$1.9M +36,188 +8%
NYLIM
122
New York Life Investment Management
New York
$25.4M +$3.59M +68,416 +17%
BP
123
BCK Partners
New York
$25M -$47.6K -908 -0.2%
BF
124
Blankinship & Foster
California
$24.7M +$1.42M +27,092 +6%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$24.6M +$655K +12,496 +3%