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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
MUFG Americas
New York
$33.9M -$390K -9,340 -1%
NFG
52
Nadler Financial Group
Illinois
$33.9M +$1.01M +24,236 +3%
FCI
53
Financial Counselors Inc
Kansas
$31.5M +$6.05M +144,812 +24%
TTWM
54
TCV Trust & Wealth Management
Virginia
$30.9M -$217K -5,188 -0.7%
RWMH
55
Riverpoint Wealth Management Holdings
Illinois
$30.3M +$180K +4,316 +0.6%
CM
56
Churchill Management
California
$30M -$2.74M -65,672 -8%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$29.8M -$1.21M -29,052 -4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$29.4M +$13.3M +318,060 +83%
PGFC
59
Peapack-Gladstone Financial Corp
New Jersey
$28.9M +$259K +6,204 +0.9%
PIMG
60
Patriot Investment Management Group
Tennessee
$28.5M -$486K -11,620 -2%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$27.5M +$1.42M +34,068 +5%
FFA
62
Fragasso Financial Advisors
Pennsylvania
$26.6M +$424K +10,140 +2%
FHA
63
First Horizon Advisors
Tennessee
$25.9M +$385K +9,212 +2%
SI
64
Stephens Inc
Arkansas
$25.3M +$850K +20,332 +3%
PAI
65
Pittenger & Anderson Inc
Nebraska
$25.1M +$496K +11,860 +2%
AssetMark Inc
66
AssetMark Inc
California
$24.3M +$23.6M +565,108 +3,551%
PAG
67
Private Advisor Group
New Jersey
$23.8M -$307K -7,336 -1%
HighTower Advisors
68
HighTower Advisors
Illinois
$23.4M +$1.54M +36,836 +7%
NQWM
69
Northwest Quadrant Wealth Management
Oregon
$22.9M +$1.42M +34,092 +7%
Mariner
70
Mariner
Kansas
$22.4M +$3.27M +78,168 +17%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$22.3M -$904K -21,628 -4%
SB
72
Simmons Bank
Arkansas
$21.2M -$855K -20,472 -4%
DSA
73
Droms Strauss Advisors
Missouri
$21.1M -$1.08M -25,932 -5%
FA
74
FDx Advisors
Illinois
$20.8M -$2.9M -69,440 -12%
CIC
75
Cutler Investment Counsel
Oregon
$20.4M -$1.14M -27,188 -5%