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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
$64.4M +$4.2M +72,492 +7%
CCM
52
Coldstream Capital Management
Washington
$63.2M +$59.9M +1,033,852 +3,267%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$60.7M +$26M +449,456 +79%
ST
54
Smithfield Trust
Pennsylvania
$60.2M +$113K +1,952 +0.2%
V
55
Veritable
Delaware
$59.2M -$427K -7,364 -0.7%
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$57.1M +$4.4M +75,880 +9%
EHPM
57
Emery Howard Portfolio Management
California
$53.9M +$2.04M +35,224 +4%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$53.3M +$2.92M +50,444 +6%
AssetMark Inc
59
AssetMark Inc
California
$52.5M +$3.31M +57,152 +7%
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$50.3M -$193K -3,324 -0.4%
CA
61
Clearstead Advisors
Ohio
$48.8M -$456K -7,860 -0.9%
NFG
62
Nadler Financial Group
Illinois
$48.3M +$1.63M +28,168 +4%
HighTower Advisors
63
HighTower Advisors
Illinois
$48.2M -$9.62M -166,036 -17%
NQWM
64
Northwest Quadrant Wealth Management
Oregon
$43.7M +$1.24M +21,472 +3%
CI
65
CX Institutional
Indiana
$42.2M -$4.82M -83,080 -10%
CPIG
66
Chicago Partners Investment Group
Illinois
$41.8M +$2.23M +38,476 +6%
Mariner
67
Mariner
Kansas
$41.5M +$3.44M +59,304 +9%
RWMH
68
Riverpoint Wealth Management Holdings
Illinois
$41.3M +$249K +4,296 +0.6%
PAI
69
Pittenger & Anderson Inc
Nebraska
$40.4M +$444K +7,668 +1%
MGIA
70
Moneta Group Investment Advisors
Missouri
$38.9M +$4.25M +73,284 +13%
BFPW
71
BOK Financial Private Wealth
Colorado
$38.6M -$2.79M -48,204 -7%
TTWM
72
TCV Trust & Wealth Management
Virginia
$38.1M -$552K -9,516 -1%
EH
73
Equitable Holdings
New York
$38M +$1.28M +22,032 +4%
CWM
74
Connecticut Wealth Management
Connecticut
$37.9M +$37M +639,092 New
DJSG
75
D.J. St. Germain
Massachusetts
$37.4M -$839K -14,476 -2%