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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$33M +$957K +23,396 +3%
NFG
52
Nadler Financial Group
Illinois
$32.8M +$631K +15,432 +2%
CM
53
Churchill Management
California
$32.7M +$32M +781,692 New
TTWM
54
TCV Trust & Wealth Management
Virginia
$31M -$222K -5,436 -0.7%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$30.9M -$2.94M -71,964 -9%
RWMH
56
Riverpoint Wealth Management Holdings
Illinois
$30.1M +$692K +16,900 +2%
PIMG
57
Patriot Investment Management Group
Tennessee
$28.9M -$70.9K -1,732 -0.2%
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$28.6M +$122K +2,976 +0.4%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$26.1M -$1.55M -37,828 -6%
FFA
60
Fragasso Financial Advisors
Pennsylvania
$26.1M +$1.29M +31,644 +5%
FHA
61
First Horizon Advisors
Tennessee
$25.4M -$137K -3,348 -0.5%
FCI
62
Financial Counselors Inc
Kansas
$25.3M +$4.56M +111,380 +23%
PAI
63
Pittenger & Anderson Inc
Nebraska
$24.6M +$294K +7,188 +1%
SI
64
Stephens Inc
Arkansas
$24.4M +$1.23M +29,988 +5%
PAG
65
Private Advisor Group
New Jersey
$24M +$128K +3,128 +0.5%
FA
66
FDx Advisors
Illinois
$23.6M -$852K -20,832 -4%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$23.1M +$302K +7,372 +1%
DSA
68
Droms Strauss Advisors
Missouri
$22.2M -$79.5K -1,944 -0.4%
SB
69
Simmons Bank
Arkansas
$22M -$96.9K -2,368 -0.4%
HighTower Advisors
70
HighTower Advisors
Illinois
$21.8M -$378K -9,228 -2%
CIC
71
Cutler Investment Counsel
Oregon
$21.5M -$415K -10,140 -2%
NQWM
72
Northwest Quadrant Wealth Management
Oregon
$21M +$675K +16,508 +3%
LIM
73
Leavell Investment Management
Alabama
$19.9M +$636K +15,536 +3%
SPIA
74
Strategic Point Investment Advisors
Rhode Island
$19.7M -$1.02M -24,860 -5%
CFGS
75
Concourse Financial Group Securities
Alabama
$19.4M +$717K +17,532 +4%