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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$49.9M +$4.43M +83,272 +10%
Corient Private Wealth
77
Corient Private Wealth
Florida
$48.8M +$7.93M +149,076 +19%
CA
78
Clearstead Advisors
Ohio
$48.2M +$1.75M +32,896 +4%
PAI
79
Pittenger & Anderson Inc
Nebraska
$47M +$3.49M +65,592 +8%
NQWM
80
Northwest Quadrant Wealth Management
Oregon
$46.2M +$1.35M +25,332 +3%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$43.9M +$6.46M +121,504 +17%
EH
82
Equitable Holdings
New York
$43.9M +$3.64M +68,460 +9%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$43.5M -$2.24M -42,088 -5%
NA
84
NewEdge Advisors
Louisiana
$42.9M -$2.17M -40,736 -5%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$42.3M -$9.31M -175,072 -5%
CAAS
86
Capital Asset Advisory Services
Michigan
$41.4M +$1.3M +24,488 +3%
CWM
87
Connecticut Wealth Management
Connecticut
$39.2M +$3.94M +74,088 +11%
US Bancorp
88
US Bancorp
Minnesota
$38.9M -$1.44M -27,100 -4%
VVP
89
Venture Visionary Partners
Ohio
$37.9M +$584K +10,980 +2%
ME
90
McIlrath & Eck
Washington
$37.8M -$644K -12,108 -2%
CAN
91
Cetera Advisor Networks
California
$36.7M +$934K +17,564 +3%
AFAS
92
Acorn Financial Advisory Services
Virginia
$36.3M -$75.8K -1,424 -0.2%
CA
93
Cetera Advisors
Colorado
$36.1M +$2.72M +51,116 +8%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$35M -$7.89M -148,392 -18%
AFG
95
Arkansas Financial Group
Arkansas
$34.9M -$300K -5,648 -0.8%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$34.9M +$14.7M +276,412 +72%
TTWM
97
TCV Trust & Wealth Management
Virginia
$34.7M -$130K -2,448 -0.4%
AWM
98
AE Wealth Management
Kansas
$33.5M +$807K +15,176 +2%
OHWA
99
Oak Hill Wealth Advisors
Virginia
$33.5M +$827K +15,548 +3%
ACM
100
Alpha Capital Management
Texas
$33.4M