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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
51
Invictus Private Wealth
Colorado
$142M +$2.3M +29,627 +2%
CPIG
52
Chicago Partners Investment Group
Illinois
$136M -$370M -4,767,776 -74%
KAS
53
Kestra Advisory Services
Texas
$136M +$17.4M +223,869 +15%
CCA
54
Catalyst Capital Advisors
New York
$135M -$549K -7,086 -0.4%
MRC
55
Millburn Ridgefield Corp
New York
$135M -$549K -7,086 -0.4%
MFG
56
Merit Financial Group
Georgia
$135M +$18.6M +239,292 +17%
CFB
57
Cullen/Frost Bankers
Texas
$134M -$8.53M -109,996 -6%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$133M +$8.94M +115,289 +7%
MML Investors Services
59
MML Investors Services
Massachusetts
$127M +$17.7M +228,937 +17%
WA
60
Waverly Advisors
Alabama
$124M +$8.96M +115,563 +8%
FSWA
61
Financial Synergies Wealth Advisors
Texas
$123M -$1.68M -21,637 -1%
EH
62
Equitable Holdings
New York
$120M -$838K -10,806 -0.7%
FCAS
63
First Command Advisory Services
Texas
$119M -$59.3M -764,342 -34%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$113M +$5.35M +69,021 +5%
NPT
65
National Philanthropic Trust
Pennsylvania
$113M -$1.9M -24,543 -2%
NA
66
NewEdge Advisors
Louisiana
$110M +$7.58M +97,832 +8%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$109M +$3.54M +45,671 +3%
CAM
68
Cresset Asset Management
Illinois
$105M -$1.59M -20,531 -2%
CTC
69
Central Trust Company
Missouri
$100M -$855K -11,027 -0.9%
UBS AM
70
UBS AM
Illinois
$100M -$420M -5,416,181 -81%
PRA
71
Pine Ridge Advisers
New York
$98.7M
NFG
72
Nadler Financial Group
Illinois
$97.7M +$994K +12,817 +1%
P
73
&Partners
Tennessee
$96.9M +$9.42M +121,446 +11%
CTB
74
Country Trust Bank
Illinois
$96.5M -$17.6M -226,636 -16%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$94.9M -$11.4M -146,986 -11%