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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$90.2M +$3.07M +39,638 +4%
DC
77
Davenport & Co
Virginia
$88.2M +$15.3M +196,939 +22%
AWM
78
Axxcess Wealth Management
California
$87.1M +$83.8M +1,080,918 New
AAP
79
Arax Advisory Partners
Colorado
$86.9M +$43.7M +563,566 +109%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$86.4M -$9.87M -127,261 -11%
CIAS
81
CBIZ Investment Advisory Services
Ohio
$85.4M -$69.2M -892,029 -75%
SWM
82
SilverOak Wealth Management
Minnesota
$84.7M +$2.81M +36,220 +4%
PAI
83
Pittenger & Anderson Inc
Nebraska
$84.2M +$35.3K +455 +0%
ABC
84
Associated Banc-Corp
Wisconsin
$83.8M +$2.01M +25,959 +3%
CAAS
85
Capital Asset Advisory Services
Michigan
$81.8M -$238M -3,069,684 -75%
IWC
86
Integrated Wealth Concepts
Massachusetts
$81.7M +$48M +619,731 +157%
ST
87
Smithfield Trust
Pennsylvania
$81.4M -$683K -8,807 -0.9%
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$80.9M +$1.57M +20,296 +2%
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$79.1M +$27.4K +354 +0%
PP
90
PDS Planning
Ohio
$77.5M +$2.25M +28,995 +3%
AWM
91
Avior Wealth Management
Nebraska
$75.9M +$58.9M +759,988 +413%
PLU
92
Performa Ltd (US)
South Carolina
$75.8M -$4.45M -57,381 -6%
Betterment LLC
93
Betterment LLC
New York
$75.8M -$7.13M -91,971 -9%
AllianceBernstein
94
AllianceBernstein
Tennessee
$75.3M +$773K +9,972 +4%
SPIA
95
Steward Partners Investment Advisory
New York
$69.4M +$7.29M +94,095 +12%
ANTB
96
AMG National Trust Bank
Colorado
$68.7M +$4.27M +55,061 +7%
SA
97
Sanctuary Advisors
Indiana
$68.3M +$6.26M +80,723 +11%
CFG
98
Citizens Financial Group
Rhode Island
$67M +$115K +1,480 +0.2%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$66.3M +$2M +25,860 +3%
BlackRock
100
BlackRock
New York
$65.3M +$13.7M +177,148 +28%