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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
51
Central Trust Company
Missouri
$56.6M -$1.29M -24,672 -2%
PFO
52
Pathstone Family Office
New Jersey
$56.4M -$1.94M -37,060 -3%
V
53
Veritable
Delaware
$56.4M +$1.6M +30,700 +3%
JIC
54
Joel Isaacson & Co
New York
$56.2M -$101K -1,940 -0.2%
AssetMark Inc
55
AssetMark Inc
California
$53.3M +$603K +11,536 +1%
ST
56
Smithfield Trust
Pennsylvania
$52M +$1.78M +33,996 +3%
MGIA
57
Moneta Group Investment Advisors
Missouri
$50M -$2.39M -45,760 -4%
PAG
58
Private Advisor Group
New Jersey
$49.1M -$72.9M -1,394,704 -57%
TNBTD
59
Trustmark National Bank Trust Department
Mississippi
$47.9M -$953K -18,228 -2%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$46.9M -$101K -1,924 -0.2%
CAM
61
Cresset Asset Management
Illinois
$44.6M -$25.6M -489,592 -34%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$42.5M -$1.67M -31,908 -4%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$42.2M +$18.3M +350,036 +64%
NFG
64
Nadler Financial Group
Illinois
$41.4M +$2.63M +50,364 +6%
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$40.4M -$436K -8,352 -1%
CPIG
66
Chicago Partners Investment Group
Illinois
$40.2M +$515K +9,856 +1%
NQWM
67
Northwest Quadrant Wealth Management
Oregon
$39.7M +$1.01M +19,408 +2%
CA
68
Clearstead Advisors
Ohio
$39.6M +$2.65M +50,776 +6%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$37.4M +$19.2M +367,568 +86%
TFS
70
TrustCore Financial Services
Tennessee
$37.1M +$3.87M +73,980 +10%
PAI
71
Pittenger & Anderson Inc
Nebraska
$36.4M +$584K +11,180 +1%
BlackRock
72
BlackRock
New York
$35.2M +$6.11M +116,880 +19%
CAAS
73
Capital Asset Advisory Services
Michigan
$35.1M +$19.4M +370,476 +98%
CI
74
CX Institutional
Indiana
$33.8M +$4.14M +79,248 +12%
ME
75
McIlrath & Eck
Washington
$33.5M +$8.1M +155,004 +28%