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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
126
Ballast Inc
Kentucky
$49.7M +$4.11M +53,054 +9%
OAM
127
Oppenheimer Asset Management
New York
$49M +$773K +9,965 +2%
NW
128
NewEdge Wealth
Pennsylvania
$48.8M -$352K -4,540 -0.7%
AFG
129
Arkansas Financial Group
Arkansas
$48.6M -$352K -4,534 -0.7%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$48.1M -$211K -2,717 -0.5%
FFA
131
Fi3 Financial Advisors
Indiana
$47.9M +$52.1M +671,664 New
PFA
132
Pathway Financial Advisors
Vermont
$47.5M +$136K +1,754 +0.3%
VAS
133
Vestmark Advisory Solutions
Massachusetts
$47.3M +$6.2M +80,004 +16%
SI
134
Stephens Inc
Arkansas
$47.3M -$399K -5,149 -0.9%
SF
135
Summit Financial
New Jersey
$47.3M +$5.86M +75,568 +15%
W
136
Wealthquest
Ohio
$47.1M +$516K +6,661 +1%
BFPW
137
BOK Financial Private Wealth
Colorado
$47M +$686K +8,846 +2%
SC
138
Savant Capital
Illinois
$46.9M +$25M +322,410 +204%
FW
139
Fidato Wealth
Ohio
$44.9M -$246K -3,176 -0.6%
DIP
140
DT Investment Partners
Pennsylvania
$44.9M +$369K +4,755 +0.9%
William Blair & Company
141
William Blair & Company
Illinois
$44.7M +$458K +5,902 +1%
GT
142
Glenmede Trust
Pennsylvania
$44.3M -$273K -3,525 -0.6%
ATPW
143
Ashton Thomas Private Wealth
Arizona
$43.3M -$596K -7,687 -1%
Northern Trust
144
Northern Trust
Illinois
$42.5M -$566K -7,300 -1%
IA
145
IFC Advisors
California
$42.5M +$240K +3,098 +0.6%
AC
146
Apella Capital
Connecticut
$42.4M -$1.89M -24,412 -4%
SAM
147
SP Asset Management
California
$42.3M +$127K +1,636 +0.3%
MAM
148
Marquette Asset Management
Minnesota
$41.9M +$210K +2,709 +0.5%
SRC
149
Shufro Rose & Co
New York
$41.6M +$1.56M +20,086 +4%
G
150
GenTrust
Florida
$40.6M +$274K +3,533 +0.7%