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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTB
101
Country Trust Bank
Illinois
$53.8M +$22.5M +312,892 +75%
SPIA
102
Steward Partners Investment Advisory
New York
$53.2M +$2.97M +41,420 +6%
NHT
103
New Hampshire Trust
New Hampshire
$53M +$1.78M +24,836 +4%
SA
104
Sanctuary Advisors
Indiana
$52.4M +$4.82M +67,124 +10%
NQWM
105
Northwest Quadrant Wealth Management
Oregon
$51.2M -$7.9M -109,988 -14%
PCTC
106
Perkins Coie Trust Company
Washington
$51.1M +$3.15M +43,808 +7%
DC
107
Davenport & Co
Virginia
$50.5M +$5.04M +70,164 +11%
RWMH
108
Riverpoint Wealth Management Holdings
Illinois
$49.5M +$405K +5,636 +0.8%
BBA
109
BLB&B Advisors
Pennsylvania
$47.5M -$399K -5,552 -0.9%
NYLIM
110
New York Life Investment Management
New York
$47.3M -$7.47M -103,968 -14%
CIC
111
Cutler Investment Counsel
Oregon
$46.5M +$1.5M +20,916 +3%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$46.1M -$328K -4,564 -0.7%
TTWM
113
TCV Trust & Wealth Management
Virginia
$45.6M -$459K -6,396 -1%
BMC
114
Bear Mountain Capital
Washington
$45.4M +$894K +12,448 +2%
AFG
115
Arkansas Financial Group
Arkansas
$45.2M -$1.49M -20,748 -3%
NW
116
NewEdge Wealth
Pennsylvania
$45.1M +$606K +8,440 +1%
ANTB
117
AMG National Trust Bank
Colorado
$44.2M +$2.22M +30,852 +5%
CFFP
118
Center for Financial Planning
Michigan
$43.7M +$1.87M +26,044 +5%
BFPW
119
BOK Financial Private Wealth
Colorado
$42.4M -$1.77M -24,580 -4%
Lido Advisors
120
Lido Advisors
California
$41M +$3.2M +44,500 +9%
HWA
121
Heartwood Wealth Advisors
Virginia
$40.8M +$696K +9,688 +2%
W
122
Wealthquest
Ohio
$40.5M +$416K +5,788 +1%
BI
123
Ballast Inc
Kentucky
$40.1M +$757K +10,544 +2%
WB
124
WesBanco Bank
West Virginia
$39.8M +$5.28M +73,580 +16%
FW
125
Fidato Wealth
Ohio
$39.6M +$1.01M +14,028 +3%