We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWMH
101
Riverpoint Wealth Management Holdings
Illinois
$41.8M +$1.12M +16,728 +3%
ABC
102
Associated Banc-Corp
Wisconsin
$41.4M +$5.01M +74,688 +13%
TTWM
103
TCV Trust & Wealth Management
Virginia
$41.1M -$334K -4,980 -0.8%
SPIA
104
Steward Partners Investment Advisory
New York
$40.9M +$2.03M +30,236 +5%
BFPW
105
BOK Financial Private Wealth
Colorado
$40.1M +$74.4K +1,108 +0.2%
MFG
106
Merit Financial Group
Georgia
$39.8M +$25.8M +384,912 +167%
US Bancorp
107
US Bancorp
Minnesota
$39.5M +$4.32M +64,336 +12%
CCM
108
Coldstream Capital Management
Washington
$38.8M -$14.3M -212,388 -26%
CIC
109
Cutler Investment Counsel
Oregon
$38.7M +$3.48M +51,816 +9%
AFG
110
Arkansas Financial Group
Arkansas
$38.6M -$787K -11,720 -2%
SI
111
Stephens Inc
Arkansas
$38.5M -$6.49M -96,752 -14%
G
112
GenTrust
Florida
$38.1M -$275K -4,100 -0.7%
BMC
113
Bear Mountain Capital
Washington
$37.9M +$1.61M +23,992 +4%
PLU
114
Performa Ltd (US)
South Carolina
$37.6M +$3.37M +50,244 +9%
AAP
115
Arax Advisory Partners
Colorado
$37.3M -$5.72M -85,296 -13%
NW
116
NewEdge Wealth
Pennsylvania
$37.2M -$4.99M -74,424 -11%
RFC
117
Regions Financial Corp
Alabama
$37.1M +$982K +14,636 +3%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$36.4M +$5.2M +77,436 +16%
SC
119
Stephens Consulting
Michigan
$36.1M +$852K +12,700 +2%
Betterment LLC
120
Betterment LLC
New York
$35.6M +$20.3M +302,764 +122%
IA
121
IFC Advisors
California
$35.3M -$647K -9,640 -2%
HWA
122
Heartwood Wealth Advisors
Virginia
$35.1M -$1.46M -21,684 -4%
W
123
Wealthquest
Ohio
$34.6M +$1.87M +27,896 +6%
SWM
124
SigFig Wealth Management
California
$34.1M +$8.07M +120,236 +29%
BI
125
Ballast Inc
Kentucky
$34M +$462K +6,888 +1%