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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
126
Fulcrum Capital
Washington
$37.8M -$11.9M -181,880 -25%
BI
127
Ballast Inc
Kentucky
$37.5M +$635K +9,680 +2%
DIP
128
DT Investment Partners
Pennsylvania
$37.4M +$12.2M +185,176 +53%
GIM
129
Glenmede Investment Management
Pennsylvania
$37.3M +$35M +533,448 New
FW
130
Fidato Wealth
Ohio
$36.7M +$1.59M +24,288 +5%
AAS
131
Avantax Advisory Services
Texas
$36.3M +$2.93M +44,644 +9%
TPW
132
TL Private Wealth
Texas
$36.2M +$671K +10,224 +2%
Lido Advisors
133
Lido Advisors
California
$35.9M +$2.72M +41,428 +9%
Northern Trust
134
Northern Trust
Illinois
$35.5M +$1.2M +18,292 +4%
MAM
135
Marquette Asset Management
Minnesota
$35.5M +$154K +2,352 +0.5%
SAM
136
SP Asset Management
California
$35.3M +$2.45M +37,272 +8%
G
137
GenTrust
Florida
$35.2M -$5.74M -87,432 -15%
William Blair & Company
138
William Blair & Company
Illinois
$34.9M +$2.47M +37,628 +8%
SI
139
Stephens Inc
Arkansas
$34.3M -$6.95M -105,824 -18%
AM
140
AGF Management
Ontario, Canada
$34.2M -$136K -2,072 -0.4%
PFA
141
Pathway Financial Advisors
Vermont
$34M +$6.76M +102,916 +27%
AT
142
American Trust
Kentucky
$33.4M +$31.3M +477,020 New
First Manhattan
143
First Manhattan
New York
$32.8M +$1.74M +26,512 +6%
CSIA
144
Conrad Siegel Investment Advisors
Pennsylvania
$32.8M +$142K +2,156 +0.5%
WB
145
WesBanco Bank
West Virginia
$32.8M +$1.53M +23,256 +5%
CCM
146
Coldstream Capital Management
Washington
$32.4M -$8.92M -135,892 -23%
PL
147
Pandi LLC
Kansas
$32.4M
BFG
148
Bouchey Financial Group
New York
$31.5M +$101K +1,540 +0.3%
FSC
149
Full Sail Capital
Oklahoma
$30.9M +$5.81M +88,444 +25%
BF
150
Blankinship & Foster
California
$30.3M -$1.47M -22,344 -5%