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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$39.5M -$120K -2,744 -0.3%
EHPM
52
Emery Howard Portfolio Management
California
$37.8M +$596K +13,668 +2%
BFPW
53
BOK Financial Private Wealth
Colorado
$37.3M -$766K -17,584 -2%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$37.3M +$557K +12,792 +2%
AssetMark Inc
55
AssetMark Inc
California
$35M +$512K +11,760 +2%
CA
56
Clearstead Advisors
Ohio
$33.9M -$946K -21,700 -3%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$33.4M +$3.68M +84,548 +13%
HighTower Advisors
58
HighTower Advisors
Illinois
$33M +$58.2K +1,336 +0.2%
NFG
59
Nadler Financial Group
Illinois
$31.5M +$411K +9,436 +1%
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$31.5M +$24.2M +554,488 +347%
CI
61
CX Institutional
Indiana
$31.4M +$584K +13,408 +2%
RWMH
62
Riverpoint Wealth Management Holdings
Illinois
$31.3M +$411K +9,432 +1%
TTWM
63
TCV Trust & Wealth Management
Virginia
$29.8M -$255K -5,848 -0.9%
BPA
64
Beacon Pointe Advisors
California
$29.4M +$4.7M +107,856 +19%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$29M +$1.68M +38,472 +6%
CWM
66
Connecticut Wealth Management
Connecticut
$28.8M -$150K -3,452 -0.5%
PAI
67
Pittenger & Anderson Inc
Nebraska
$28.7M +$318K +7,304 +1%
DJSG
68
D.J. St. Germain
Massachusetts
$27.7M +$11.9K +272 +0%
ACM
69
Alpha Capital Management
Texas
$27.6M -$1.99M -45,584 -7%
NQWM
70
Northwest Quadrant Wealth Management
Oregon
$27.5M +$457K +10,488 +2%
PIMG
71
Patriot Investment Management Group
Tennessee
$27.5M -$926K -21,256 -3%
FHA
72
First Horizon Advisors
Tennessee
$27.4M -$756K -17,360 -3%
EH
73
Equitable Holdings
New York
$27.2M -$297K -6,816 -1%
CPIG
74
Chicago Partners Investment Group
Illinois
$27.1M +$770K +17,664 +3%
AWM
75
Altium Wealth Management
New York
$27.1M -$231K -5,296 -0.9%