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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SigFig Wealth Management
California
$48.8M +$11.1M +169,408 +32%
NHT
102
New Hampshire Trust
New Hampshire
$48.7M +$1.61M +24,576 +4%
ABC
103
Associated Banc-Corp
Wisconsin
$48.4M +$3.36M +51,228 +8%
SPIA
104
Steward Partners Investment Advisory
New York
$47.8M +$3.35M +51,020 +8%
RWMH
105
Riverpoint Wealth Management Holdings
Illinois
$46.7M +$1.42M +21,688 +3%
AAP
106
Arax Advisory Partners
Colorado
$46.5M +$5.64M +85,972 +15%
BBA
107
BLB&B Advisors
Pennsylvania
$45.7M +$9.64M +146,924 +29%
PCTC
108
Perkins Coie Trust Company
Washington
$45.6M -$133K -2,028 -0.3%
SA
109
Sanctuary Advisors
Indiana
$45.2M -$3.51M -53,532 -8%
PLU
110
Performa Ltd (US)
South Carolina
$44.6M +$3.64M +55,452 +10%
AFG
111
Arkansas Financial Group
Arkansas
$44.5M -$465K -7,088 -1%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$44.3M +$4.57M +69,680 +12%
TTWM
113
TCV Trust & Wealth Management
Virginia
$43.9M -$480K -7,320 -1%
NW
114
NewEdge Wealth
Pennsylvania
$43.8M +$2.65M +40,320 +7%
DC
115
Davenport & Co
Virginia
$43.2M +$34.7M +529,204 +600%
BMC
116
Bear Mountain Capital
Washington
$43.1M +$920K +14,012 +2%
CIC
117
Cutler Investment Counsel
Oregon
$42.8M +$700K +10,660 +2%
BFPW
118
BOK Financial Private Wealth
Colorado
$42.1M -$1.31M -19,964 -3%
ANTB
119
AMG National Trust Bank
Colorado
$40M +$4.23M +64,404 +13%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$39.9M +$23.7M +361,692 +173%
CFFP
121
Center for Financial Planning
Michigan
$39.8M +$34.4M +524,080 +1,169%
IA
122
IFC Advisors
California
$39.4M +$1.09M +16,676 +3%
SC
123
Stephens Consulting
Michigan
$39.3M +$266K +4,052 +0.7%
HWA
124
Heartwood Wealth Advisors
Virginia
$38.2M +$225K +3,428 +0.6%
W
125
Wealthquest
Ohio
$38.1M +$705K +10,740 +2%