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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$77.5M +$446K +7,112 +0.6%
JIC
52
Joel Isaacson & Co
New York
$76M +$616K +9,832 +0.8%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$73.9M +$2.88M +45,908 +4%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$73.8M +$3.69M +58,860 +5%
CIAS
55
CBIZ Investment Advisory Services
Ohio
$73.1M +$71.9M +1,147,712 New
AF
56
Arrow Financial
New York
$73M -$2.26M -36,020 -3%
HighTower Advisors
57
HighTower Advisors
Illinois
$70.9M +$15.6M +249,176 +29%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$70.7M +$4.4M +70,224 +7%
CCM
59
Coldstream Capital Management
Washington
$69.3M +$2.01M +32,084 +3%
ST
60
Smithfield Trust
Pennsylvania
$63.7M -$786K -12,536 -1%
Mariner
61
Mariner
Kansas
$63.1M +$6.62M +105,576 +12%
EHPM
62
Emery Howard Portfolio Management
California
$62.5M +$2.83M +45,072 +5%
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$62.1M +$2.85M +45,508 +5%
V
64
Veritable
Delaware
$61.8M -$363K -5,788 -0.6%
AssetMark Inc
65
AssetMark Inc
California
$61.1M +$1.8M +28,660 +3%
PGFC
66
Peapack-Gladstone Financial Corp
New Jersey
$55M +$602K +9,596 +1%
NFG
67
Nadler Financial Group
Illinois
$52.5M +$629K +10,040 +1%
NQWM
68
Northwest Quadrant Wealth Management
Oregon
$49.7M +$2.06M +32,876 +4%
CA
69
Clearstead Advisors
Ohio
$49.1M -$5.2M -82,896 -10%
MGIA
70
Moneta Group Investment Advisors
Missouri
$48.4M +$3.03M +48,292 +7%
CI
71
CX Institutional
Indiana
$47.5M +$2.02M +32,236 +5%
PAI
72
Pittenger & Anderson Inc
Nebraska
$45.4M +$943K +15,048 +2%
CPIG
73
Chicago Partners Investment Group
Illinois
$43.8M +$2.14M +34,112 +5%
VVP
74
Venture Visionary Partners
Ohio
$41.6M +$1.38M +21,968 +3%
CWM
75
Connecticut Wealth Management
Connecticut
$41M +$596K +9,512 +1%