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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
101
TCV Trust & Wealth Management
Virginia
$38.1M -$95.7K -1,792 -0.3%
SDWMA
102
Schneider Downs Wealth Management Advisors
Pennsylvania
$37.5M +$515K +9,648 +2%
NW
103
NewEdge Wealth
Pennsylvania
$37.4M +$6.11M +114,308 +22%
FC
104
Fulcrum Capital
Washington
$37.4M +$1.83M +34,228 +6%
LIM
105
Leavell Investment Management
Alabama
$37.2M +$1.14M +21,364 +3%
RWMH
106
Riverpoint Wealth Management Holdings
Illinois
$36.7M +$293K +5,488 +0.9%
PCTC
107
Perkins Coie Trust Company
Washington
$36.3M +$434K +8,124 +1%
NHT
108
New Hampshire Trust
New Hampshire
$35.7M +$686K +12,832 +2%
BMC
109
Bear Mountain Capital
Washington
$34.9M +$32.8M +613,148 New
SC
110
Stephens Consulting
Michigan
$34.5M +$3.67M +68,760 +13%
FSWA
111
Financial Synergies Wealth Advisors
Texas
$32.9M -$32.1M -600,652 -48%
HWA
112
Heartwood Wealth Advisors
Virginia
$32.1M +$414K +7,740 +1%
AF
113
Arrow Financial
New York
$31.9M -$677K -12,676 -2%
CI
114
CX Institutional
Indiana
$31.8M -$951K -17,808 -3%
AWM
115
AE Wealth Management
Kansas
$31.7M -$13.6M -254,980 -32%
RFC
116
Regions Financial Corp
Alabama
$31.6M +$3.04M +56,916 +12%
EI
117
Ellevest Inc
New York
$30.7M +$883K +16,520 +3%
BI
118
Ballast Inc
Kentucky
$30.3M +$1.09M +20,372 +4%
MAM
119
Marquette Asset Management
Minnesota
$29.4M +$3.75M +70,136 +16%
CSIA
120
Conrad Siegel Investment Advisors
Pennsylvania
$29.2M +$60.1K +1,124 +0.2%
BBA
121
BLB&B Advisors
Pennsylvania
$28.9M +$110K +2,064 +0.4%
AM
122
AGF Management
Ontario, Canada
$28.7M +$394K +7,376 +2%
TPW
123
TL Private Wealth
Texas
$28.4M +$723K +13,524 +3%
GT
124
Glenmede Trust
Pennsylvania
$27.6M +$2.01M +37,656 +9%
BP
125
BCK Partners
New York
$27.5M +$96.8K +1,812 +0.4%
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