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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
126
Stephens Inc
Arkansas
$42.5M +$2.71M +36,468 +7%
AC
127
Apella Capital
Connecticut
$42.2M +$686K +9,232 +2%
NB
128
Nicolet Bankshares
Wisconsin
$41.6M +$39.3M +529,600 +1,132%
W
129
Wealthquest
Ohio
$41.5M +$1.16M +15,668 +3%
BFPW
130
BOK Financial Private Wealth
Colorado
$41.2M -$662K -8,912 -2%
BI
131
Ballast Inc
Kentucky
$40.5M +$876K +11,796 +2%
FW
132
Fidato Wealth
Ohio
$40.3M +$530K +7,140 +1%
GT
133
Glenmede Trust
Pennsylvania
$39.8M -$927K -12,472 -2%
DIP
134
DT Investment Partners
Pennsylvania
$39.7M +$1.94M +26,172 +5%
William Blair & Company
135
William Blair & Company
Illinois
$39.4M +$2.54M +34,228 +7%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$39.1M +$1.6M +21,472 +4%
MCM
137
MAI Capital Management
Ohio
$38.5M +$1.95M +26,276 +5%
Northern Trust
138
Northern Trust
Illinois
$38.4M -$173K -2,332 -0.4%
FC
139
Fulcrum Capital
Washington
$38M -$998K -13,432 -2%
IA
140
IFC Advisors
California
$37.6M -$171K -2,300 -0.4%
SAM
141
SP Asset Management
California
$37.6M +$923K +12,420 +2%
EA
142
Enclave Advisors
Texas
$37.5M +$3.39M +45,620 +10%
MAM
143
Marquette Asset Management
Minnesota
$37.2M +$299K +4,024 +0.8%
AAP
144
Arax Advisory Partners
Colorado
$37M -$15M -201,808 -28%
SF
145
Summit Financial
New Jersey
$36.7M +$4.28M +57,660 +13%
VAS
146
Vestmark Advisory Solutions
Massachusetts
$36.4M +$9.4M +126,524 +33%
TPW
147
TL Private Wealth
Texas
$36.1M -$998K -13,428 -3%
G
148
GenTrust
Florida
$35.9M +$1.08M +14,568 +3%
PFPG
149
Pinnacle Financial Partners (Georgia)
Georgia
$35.7M -$2.26M -30,436 -6%
SRC
150
Shufro Rose & Co
New York
$35.6M +$2.15M +28,972 +6%