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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$34.2M -$2.38M -61,872 -7%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$32.7M -$98.1M -2,551,068 -76%
NFG
53
Nadler Financial Group
Illinois
$30.9M -$1.01M -26,260 -3%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$30.8M +$978K +25,420 +3%
TTWM
55
TCV Trust & Wealth Management
Virginia
$30M +$414K +10,776 +1%
RWMH
56
Riverpoint Wealth Management Holdings
Illinois
$28.2M +$2.65M +68,996 +11%
PIMG
57
Patriot Investment Management Group
Tennessee
$27.9M +$26.7M +694,064 New
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$27.4M +$1.1M +28,524 +4%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$26.7M -$6.41M -166,780 -20%
FHA
60
First Horizon Advisors
Tennessee
$24.6M +$371K +9,656 +2%
FFA
61
Fragasso Financial Advisors
Pennsylvania
$23.8M +$15.2M +395,456 +200%
FA
62
FDx Advisors
Illinois
$23.6M -$2.78M -72,376 -11%
PAI
63
Pittenger & Anderson Inc
Nebraska
$23.3M +$122K +3,160 +0.5%
PAG
64
Private Advisor Group
New Jersey
$23M -$1.73M -45,064 -7%
SI
65
Stephens Inc
Arkansas
$22.2M -$491K -12,772 -2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$21.9M -$2.36M -61,444 -10%
DSA
67
Droms Strauss Advisors
Missouri
$21.4M +$317K +8,240 +2%
HighTower Advisors
68
HighTower Advisors
Illinois
$21.3M +$240K +6,236 +1%
SB
69
Simmons Bank
Arkansas
$21.2M -$69.7K -1,812 -0.3%
CIC
70
Cutler Investment Counsel
Oregon
$21.1M +$1.2M +31,300 +6%
NQWM
71
Northwest Quadrant Wealth Management
Oregon
$19.9M +$264K +6,868 +1%
SPIA
72
Strategic Point Investment Advisors
Rhode Island
$19.9M -$1.51M -39,284 -7%
FCI
73
Financial Counselors Inc
Kansas
$19.9M -$471K -12,256 -2%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$19.4M -$4.08M -106,072 -18%
Citigroup
75
Citigroup
New York
$19M +$3.36M +87,472 +23%