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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$58.7M +$42.1M +578,280 +250%
CFG
102
Citizens Financial Group
Rhode Island
$58.2M +$1.7M +23,412 +3%
Comerica Bank
103
Comerica Bank
Texas
$58M -$197K -2,708 -0.3%
DC
104
Davenport & Co
Virginia
$56.2M +$6.32M +86,944 +13%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$55.9M +$10.3M +142,064 +23%
LIM
106
Leavell Investment Management
Alabama
$55.7M +$354K +4,872 +0.6%
SA
107
Sanctuary Advisors
Indiana
$54.7M +$2.9M +39,920 +6%
LFG
108
Larson Financial Group
Missouri
$54.1M -$4.63M -63,684 -8%
AAP
109
Arax Advisory Partners
Colorado
$52M +$52.1M +716,776 New
NHT
110
New Hampshire Trust
New Hampshire
$51.2M -$1.18M -16,268 -2%
NQWM
111
Northwest Quadrant Wealth Management
Oregon
$51.1M +$478K +6,572 +0.9%
PCTC
112
Perkins Coie Trust Company
Washington
$51M +$442K +6,080 +0.9%
SPIA
113
Steward Partners Investment Advisory
New York
$50.8M -$1.77M -24,320 -3%
RWMH
114
Riverpoint Wealth Management Holdings
Illinois
$50M +$1.1M +15,164 +2%
ANTB
115
AMG National Trust Bank
Colorado
$49.9M +$6.24M +85,848 +14%
CFFP
116
Center for Financial Planning
Michigan
$47.9M +$4.74M +65,180 +11%
BMC
117
Bear Mountain Capital
Washington
$47.2M +$553K +7,604 +1%
NYLIM
118
New York Life Investment Management
New York
$47M +$311K +4,272 +0.7%
CIC
119
Cutler Investment Counsel
Oregon
$46.9M +$1.11M +15,316 +2%
BBA
120
BLB&B Advisors
Pennsylvania
$46.7M -$298K -4,092 -0.6%
TTWM
121
TCV Trust & Wealth Management
Virginia
$45.6M +$499K +6,860 +1%
NW
122
NewEdge Wealth
Pennsylvania
$44.4M -$968K -13,308 -2%
AFG
123
Arkansas Financial Group
Arkansas
$43.9M -$833K -11,456 -2%
PFA
124
Pathway Financial Advisors
Vermont
$42.8M +$2.41M +33,116 +6%
BFPW
125
BOK Financial Private Wealth
Colorado
$42.3M +$611K +8,396 +1%