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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
101
Arkansas Financial Group
Arkansas
$43.3M -$1.58M -23,244 -3%
NW
102
NewEdge Wealth
Pennsylvania
$42.9M -$1.18M -17,436 -3%
TTWM
103
TCV Trust & Wealth Management
Virginia
$42.3M -$102K -1,496 -0.2%
PCTC
104
Perkins Coie Trust Company
Washington
$42.1M -$715K -10,532 -2%
RWMH
105
Riverpoint Wealth Management Holdings
Illinois
$41.6M -$400K -5,896 -0.9%
BFPW
106
BOK Financial Private Wealth
Colorado
$40.8M -$1.49M -21,956 -3%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$40.2M +$2.6M +38,312 +7%
SPIA
108
Steward Partners Investment Advisory
New York
$39.7M +$1.62M +23,880 +4%
KIM
109
Kestra Investment Management
Texas
$39.7M +$3.28M +48,288 +9%
BMC
110
Bear Mountain Capital
Washington
$39.4M -$622K -9,156 -2%
G
111
GenTrust
Florida
$39.2M +$1.03M +15,244 +3%
ABC
112
Associated Banc-Corp
Wisconsin
$37.4M +$2.85M +41,916 +8%
HWA
113
Heartwood Wealth Advisors
Virginia
$37.3M +$401K +5,904 +1%
EI
114
Ellevest Inc
New York
$37.2M -$726K -10,700 -2%
SILC
115
Starr Indemnity & Liability Company
New York
$37M +$38.1M +560,640 New
RFC
116
Regions Financial Corp
Alabama
$37M -$232K -3,420 -0.6%
IA
117
IFC Advisors
California
$36.7M +$37.7M +555,564 New
CIC
118
Cutler Investment Counsel
Oregon
$36.2M +$2.78M +41,020 +8%
US Bancorp
119
US Bancorp
Minnesota
$36.1M -$50.8K -748 -0.1%
SC
120
Stephens Consulting
Michigan
$36M +$290K +4,268 +0.8%
DWM
121
Dechtman Wealth Management
Colorado
$35.6M +$1.68M +24,728 +5%
PLU
122
Performa Ltd (US)
South Carolina
$35.1M +$3.56M +52,412 +11%
BI
123
Ballast Inc
Kentucky
$34.3M -$235K -3,460 -0.7%
MAM
124
Marquette Asset Management
Minnesota
$33.5M -$777K -11,444 -2%
W
125
Wealthquest
Ohio
$33.5M +$979K +14,428 +3%