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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
101
Perkins Coie Trust Company
Washington
$42.8M +$299K +4,756 +0.7%
TTWM
102
TCV Trust & Wealth Management
Virginia
$42.3M -$68.3K -1,088 -0.2%
BFPW
103
BOK Financial Private Wealth
Colorado
$42.2M -$1.79M -28,488 -4%
NHT
104
New Hampshire Trust
New Hampshire
$42M +$267K +4,252 +0.7%
RWMH
105
Riverpoint Wealth Management Holdings
Illinois
$41.9M +$222K +3,532 +0.6%
CI
106
CX Institutional
Indiana
$39.1M +$1.72M +27,336 +5%
BMC
107
Bear Mountain Capital
Washington
$38.7M -$12.6K -200 -0%
SPIA
108
Steward Partners Investment Advisory
New York
$38.1M +$4.45M +70,876 +14%
G
109
GenTrust
Florida
$38.1M -$3.81M -60,740 -10%
EI
110
Ellevest Inc
New York
$37.8M +$974K +15,516 +3%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$37.7M +$902K +14,364 +3%
RFC
112
Regions Financial Corp
Alabama
$37.1M +$144K +2,296 +0.4%
HWA
113
Heartwood Wealth Advisors
Virginia
$36.8M +$233K +3,704 +0.7%
KIM
114
Kestra Investment Management
Texas
$36.4M +$21M +334,904 +154%
US Bancorp
115
US Bancorp
Minnesota
$36.1M -$8.14M -129,624 -19%
SC
116
Stephens Consulting
Michigan
$35.7M +$429K +6,840 +1%
ABC
117
Associated Banc-Corp
Wisconsin
$34.6M +$1.88M +29,980 +6%
BI
118
Ballast Inc
Kentucky
$34.5M +$412K +6,568 +1%
MAM
119
Marquette Asset Management
Minnesota
$34.2M -$79.1K -1,260 -0.2%
DWM
120
Dechtman Wealth Management
Colorado
$33.9M +$6.01M +95,672 +23%
CIC
121
Cutler Investment Counsel
Oregon
$33.4M +$3.6M +57,388 +13%
PRA
122
Pine Ridge Advisers
New York
$32.8M +$67.1K +1,068 +0.2%
W
123
Wealthquest
Ohio
$32.3M +$3.13M +49,892 +11%
TPW
124
TL Private Wealth
Texas
$32.2M -$357K -5,684 -1%
AM
125
AGF Management
Ontario, Canada
$31.8M +$360K +5,740 +1%