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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$35.3M +$2.17M +67,724 +7%
IAS
27
INR Advisory Services
Pennsylvania
$33.2M +$63.1K +1,968 +0.2%
EHPM
28
Emery Howard Portfolio Management
California
$31M -$251K -7,812 -0.8%
JIC
29
Joel Isaacson & Co
New York
$27.9M +$945K +29,456 +4%
NFG
30
Nadler Financial Group
Illinois
$25.3M +$1.76M +54,888 +8%
TTWM
31
TCV Trust & Wealth Management
Virginia
$24.3M +$420K +13,096 +2%
CFB
32
Cullen/Frost Bankers
Texas
$24M +$1.27M +39,432 +6%
ST
33
Smithfield Trust
Pennsylvania
$22.4M +$564K +17,588 +3%
Truist Financial
34
Truist Financial
North Carolina
$22.1M +$7.13M +222,320 +48%
MIS
35
Morningstar Investment Services
Illinois
$21.9M +$360K +11,224 +2%
PA
36
Paracle Advisors
Washington
$21.8M +$933K +29,068 +5%
SPIA
37
Strategic Point Investment Advisors
Rhode Island
$21.4M -$209K -6,500 -1%
MCWS
38
McKinley Carter Wealth Services
West Virginia
$18.6M +$404K +12,580 +2%
SB
39
Simmons Bank
Arkansas
$18.3M +$256K +7,988 +1%
SI
40
SII Investments
Wisconsin
$18.1M +$4.79M +149,328 +36%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$16.4M +$1.61M +50,068 +11%
MFS
42
MSI Financial Services
Massachusetts
$16.2M -$2.07M -64,636 -11%
LIM
43
Leavell Investment Management
Alabama
$15.9M +$327K +10,188 +2%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$15.8M +$110K +3,416 +0.7%
RW
45
Rand Wealth
Maryland
$14.8M -$31.2K -972 -0.2%
CIC
46
Cutler Investment Counsel
Oregon
$14.3M -$1.67M -52,160 -11%
CFP
47
Cornerstone Financial Partners
North Carolina
$14.2M -$224K -6,972 -2%
OBWP
48
O'Brien Wealth Partners
Massachusetts
$13.7M +$1M +31,304 +8%
AA
49
Advisory Alpha
Michigan
$13.5M -$560K -17,452 -4%
PAI
50
Pittenger & Anderson Inc
Nebraska
$13.5M +$81.9K +2,552 +0.6%