We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
101
Fulcrum Capital
Washington
$41.8M +$1.53M +25,852 +4%
LIM
102
Leavell Investment Management
Alabama
$40.7M +$671K +11,352 +2%
PCTC
103
Perkins Coie Trust Company
Washington
$40.5M +$1.42M +23,992 +4%
TTWM
104
TCV Trust & Wealth Management
Virginia
$40.5M -$469K -7,928 -1%
AT
105
American Trust
Kentucky
$39.7M -$32.8M -554,344 -47%
RWMH
106
Riverpoint Wealth Management Holdings
Illinois
$39.5M +$93.8K +1,588 +0.3%
NW
107
NewEdge Wealth
Pennsylvania
$38.8M +$238K +4,032 +0.6%
NHT
108
New Hampshire Trust
New Hampshire
$38.3M +$473 +8 +0%
SC
109
Stephens Consulting
Michigan
$35.9M -$1.02M -17,200 -3%
HWA
110
Heartwood Wealth Advisors
Virginia
$34.4M -$114K -1,928 -0.3%
CI
111
CX Institutional
Indiana
$34.3M +$132K +2,232 +0.4%
NYLIM
112
New York Life Investment Management
New York
$34.3M -$9.13M -154,468 -22%
RFC
113
Regions Financial Corp
Alabama
$34.1M +$210K +3,548 +0.7%
BMC
114
Bear Mountain Capital
Washington
$33.9M -$2.14M -36,284 -6%
EI
115
Ellevest Inc
New York
$33.7M +$772K +13,056 +2%
AF
116
Arrow Financial
New York
$33M -$1.18M -20,012 -4%
BI
117
Ballast Inc
Kentucky
$32.7M +$87.2K +1,476 +0.3%
MAM
118
Marquette Asset Management
Minnesota
$31.9M +$326K +5,512 +1%
AM
119
AGF Management
Ontario, Canada
$31.6M +$760K +12,860 +3%
SPIA
120
Steward Partners Investment Advisory
New York
$31.3M +$22.5M +380,792 +318%
TPW
121
TL Private Wealth
Texas
$30.8M +$603K +10,196 +2%
BBA
122
BLB&B Advisors
Pennsylvania
$30.5M -$489K -8,276 -2%
GT
123
Glenmede Trust
Pennsylvania
$30.5M +$776K +13,124 +3%
CSIA
124
Conrad Siegel Investment Advisors
Pennsylvania
$30.3M -$988K -16,712 -3%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$29.8M +$3.44M +58,180 +14%