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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$60.8M +$3.89M +72,068 +6%
CTC
52
Central Trust Company
Missouri
$60.5M -$4.5M -83,340 -6%
JIC
53
Joel Isaacson & Co
New York
$58.9M -$1.21M -22,344 -2%
MML Investors Services
54
MML Investors Services
Massachusetts
$58.4M +$443K +8,192 +0.7%
V
55
Veritable
Delaware
$57.6M +$5.38M +99,632 +9%
PA
56
PFG Advisors
Arizona
$56.6M +$76.5M +1,416,100 New
AssetMark Inc
57
AssetMark Inc
California
$55.3M +$516K +9,552 +0.9%
MGIA
58
Moneta Group Investment Advisors
Missouri
$54.6M +$15.5M +286,764 +35%
ST
59
Smithfield Trust
Pennsylvania
$52.9M +$3.44M +63,732 +6%
TNBTD
60
Trustmark National Bank Trust Department
Mississippi
$51M -$34.4K -636 -0.1%
KAS
61
Kestra Advisory Services
Texas
$50.6M +$17.2M +319,012 +45%
CCM
62
Coldstream Capital Management
Washington
$49.3M -$2.43M -44,924 -4%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$49.3M -$14.8M -274,576 -22%
CAM
64
Cresset Asset Management
Illinois
$46.6M +$8.43K +156 +0%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$43.8M +$10.2M +188,356 +28%
PGFC
66
Peapack-Gladstone Financial Corp
New Jersey
$42.8M -$1.25M -23,124 -3%
CPIG
67
Chicago Partners Investment Group
Illinois
$42.4M +$981K +18,160 +2%
NQWM
68
Northwest Quadrant Wealth Management
Oregon
$41.2M +$1.09M +20,144 +3%
NFG
69
Nadler Financial Group
Illinois
$40.9M +$1.03M +18,980 +2%
CA
70
Clearstead Advisors
Ohio
$39M -$631K -11,684 -1%
AWM
71
Altium Wealth Management
New York
$38.1M +$6.39M +118,300 +18%
PAI
72
Pittenger & Anderson Inc
Nebraska
$37.6M +$685K +12,672 +2%
TFS
73
TrustCore Financial Services
Tennessee
$35.3M +$652K +12,064 +2%
VVP
74
Venture Visionary Partners
Ohio
$34M +$844K +15,624 +2%
AF
75
Arrow Financial
New York
$32.9M -$7.03M -130,072 -16%