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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Clearstead Advisors
Ohio
$34.9M -$1.36M -31,776 -4%
RWMH
52
Riverpoint Wealth Management Holdings
Illinois
$33.1M +$848K +19,752 +3%
TTWM
53
TCV Trust & Wealth Management
Virginia
$32.7M -$123K -2,868 -0.4%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$31.6M +$795K +18,524 +3%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$31.2M -$29.4K -684 -0.1%
HWA
56
Heartwood Wealth Advisors
Virginia
$30.2M +$29.1M +678,776 New
FFA
57
Fragasso Financial Advisors
Pennsylvania
$30M +$1.69M +39,452 +6%
PAG
58
Private Advisor Group
New Jersey
$29M +$3.59M +83,624 +15%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$28.6M -$712K -16,588 -3%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$28.4M -$3.18M -74,160 -10%
CM
61
Churchill Management
California
$28M -$3.72M -86,720 -12%
PIMG
62
Patriot Investment Management Group
Tennessee
$27.7M -$2.48M -57,844 -8%
FHA
63
First Horizon Advisors
Tennessee
$27.6M +$64.1K +1,492 +0.2%
SI
64
Stephens Inc
Arkansas
$27.3M +$375K +8,736 +1%
PAI
65
Pittenger & Anderson Inc
Nebraska
$27.1M +$400K +9,312 +2%
HighTower Advisors
66
HighTower Advisors
Illinois
$27M +$2.02M +47,048 +8%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$26.9M +$3.11M +72,476 +14%
AssetMark Inc
68
AssetMark Inc
California
$26.7M +$826K +19,228 +3%
EH
69
Equitable Holdings
New York
$25.7M +$24.7M +575,972 New
WSTAM
70
Wilbanks Smith & Thomas Asset Management
Virginia
$25.5M +$4.74M +110,276 +24%
Mariner
71
Mariner
Kansas
$23.9M +$114K +2,644 +0.5%
CPIG
72
Chicago Partners Investment Group
Illinois
$23.4M +$2.79M +64,892 +15%
NQWM
73
Northwest Quadrant Wealth Management
Oregon
$23.2M -$805K -18,736 -3%
SB
74
Simmons Bank
Arkansas
$22.9M +$334K +7,772 +2%
DSA
75
Droms Strauss Advisors
Missouri
$22.6M +$105K +2,444 +0.5%