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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EHPM
51
Emery Howard Portfolio Management
California
$27.5M -$626K -15,108 -2%
FCI
52
Financial Counselors Inc
Kansas
$26.3M -$603K -14,556 -2%
NFG
53
Nadler Financial Group
Illinois
$26.1M -$1.55M -37,476 -5%
AssetMark Inc
54
AssetMark Inc
California
$25.9M +$7.75M +187,192 +31%
CA
55
Clearstead Advisors
Ohio
$25.4M -$413K -9,984 -1%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$25.3M +$6.78M +163,628 +27%
NQWM
57
Northwest Quadrant Wealth Management
Oregon
$22.5M +$3.28M +79,240 +15%
TTWM
58
TCV Trust & Wealth Management
Virginia
$22.5M -$2.07M -49,880 -7%
RWMH
59
Riverpoint Wealth Management Holdings
Illinois
$22M -$3.09M -74,528 -10%
CI
60
CX Institutional
Indiana
$21.8M +$16.1M +389,812 +143%
HWA
61
Heartwood Wealth Advisors
Virginia
$21.3M -$1.26M -30,308 -4%
CWM
62
Connecticut Wealth Management
Connecticut
$21.3M +$23.3M +562,168 +670%
PIMG
63
Patriot Investment Management Group
Tennessee
$21.2M +$875K +21,136 +3%
FHA
64
First Horizon Advisors
Tennessee
$21M +$782K +18,880 +3%
PAI
65
Pittenger & Anderson Inc
Nebraska
$20.9M +$1.13M +27,348 +4%
HighTower Advisors
66
HighTower Advisors
Illinois
$20.9M +$1.26M +30,424 +5%
CPIG
67
Chicago Partners Investment Group
Illinois
$20.9M +$2.36M +57,052 +11%
DJSG
68
D.J. St. Germain
Massachusetts
$20.7M +$26M +627,616 New
MA
69
MUFG Americas
New York
$20.5M -$7.56M -182,500 -23%
EH
70
Equitable Holdings
New York
$20.3M +$1.7M +41,004 +7%
SI
71
Stephens Inc
Arkansas
$20.3M +$122K +2,952 +0.5%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$19.8M +$1.17M +28,200 +5%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$18.7M -$1.76M -42,416 -7%
Mariner
74
Mariner
Kansas
$18.3M +$841K +20,308 +4%
AWM
75
Altium Wealth Management
New York
$18.3M +$10.3M +249,008 +81%