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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
51
Smithfield Trust
Pennsylvania
$56M -$372K -6,848 -0.7%
V
52
Veritable
Delaware
$55.6M +$1.23M +22,584 +2%
PA
53
Paracle Advisors
Washington
$54.9M +$430K +7,924 +0.8%
HighTower Advisors
54
HighTower Advisors
Illinois
$54.2M +$53.1M +978,896 New
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$49.1M +$3.23M +59,532 +7%
EHPM
56
Emery Howard Portfolio Management
California
$48.3M +$64.7K +1,192 +0.1%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$47.1M +$463K +8,536 +1%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$46.9M +$2.8M +51,532 +6%
CA
59
Clearstead Advisors
Ohio
$45.9M +$657K +12,112 +1%
AssetMark Inc
60
AssetMark Inc
California
$45.8M +$2.02M +37,192 +5%
CI
61
CX Institutional
Indiana
$43.9M +$866K +15,952 +2%
NFG
62
Nadler Financial Group
Illinois
$43.5M +$1.64M +30,228 +4%
NQWM
63
Northwest Quadrant Wealth Management
Oregon
$39.5M +$1.83M +33,756 +5%
BFPW
64
BOK Financial Private Wealth
Colorado
$38.7M -$2.52M -46,368 -6%
CPIG
65
Chicago Partners Investment Group
Illinois
$38.6M +$1.89M +34,904 +6%
RWMH
66
Riverpoint Wealth Management Holdings
Illinois
$38.3M -$956K -17,616 -2%
PAI
67
Pittenger & Anderson Inc
Nebraska
$37.3M +$685K +12,632 +2%
TTWM
68
TCV Trust & Wealth Management
Virginia
$36M -$805K -14,828 -2%
DJSG
69
D.J. St. Germain
Massachusetts
$35.7M +$301K +5,544 +0.9%
Mariner
70
Mariner
Kansas
$35.4M +$6.23M +114,896 +22%
FHA
71
First Horizon Advisors
Tennessee
$35M +$496K +9,144 +1%
EH
72
Equitable Holdings
New York
$34.2M +$589K +10,848 +2%
AWM
73
Altium Wealth Management
New York
$33.5M -$443K -8,172 -1%
SB
74
Simmons Bank
Arkansas
$32.6M +$3.23M +59,504 +11%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$32.4M -$138M -2,548,220 -82%