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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Clearstead Advisors
Ohio
$52.3M +$260K +4,736 +0.5%
NFG
77
Nadler Financial Group
Illinois
$52M +$389K +7,100 +0.7%
PAG
78
Private Advisor Group
New Jersey
$50.3M -$1.59M -28,948 -3%
CA
79
Cetera Advisors
Colorado
$49.7M +$3.15M +57,508 +6%
PAI
80
Pittenger & Anderson Inc
Nebraska
$49.1M +$1.02M +18,636 +2%
EH
81
Equitable Holdings
New York
$48.7M +$1.05M +19,168 +2%
AWM
82
Axxcess Wealth Management
California
$48.6M +$48.3M +880,716 +1,668%
NA
83
NewEdge Advisors
Louisiana
$47.2M +$5.18M +94,488 +12%
CAAS
84
Capital Asset Advisory Services
Michigan
$46.7M +$4.91M +89,612 +11%
NQWM
85
Northwest Quadrant Wealth Management
Oregon
$46.5M +$613K +11,172 +1%
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$43.6M +$305K +5,560 +0.7%
AWM
87
AE Wealth Management
Kansas
$41.9M -$1.79M -32,628 -4%
CWM
88
Connecticut Wealth Management
Connecticut
$39.8M -$1.09M -19,812 -3%
Comerica Bank
89
Comerica Bank
Texas
$39.4M +$41.5M +755,864 New
BFPW
90
BOK Financial Private Wealth
Colorado
$39.2M -$1.46M -26,684 -3%
US Bancorp
91
US Bancorp
Minnesota
$39.2M +$3.88M +70,792 +10%
CTB
92
Country Trust Bank
Illinois
$38.8M -$24.1M -439,336 -37%
ME
93
McIlrath & Eck
Washington
$38.8M +$3.01M +54,924 +8%
VVP
94
Venture Visionary Partners
Ohio
$36.4M -$951K -17,336 -2%
Bessemer Group
95
Bessemer Group
New Jersey
$35.9M +$12.2M +222,220 +48%
OHWA
96
Oak Hill Wealth Advisors
Virginia
$35.1M +$1.12M +20,388 +3%
AFG
97
Arkansas Financial Group
Arkansas
$35.1M +$333K +6,068 +0.9%
TTWM
98
TCV Trust & Wealth Management
Virginia
$34.2M +$21.1K +384 +0.1%
SDWMA
99
Schneider Downs Wealth Management Advisors
Pennsylvania
$33M +$1.1M +20,000 +3%
RWMH
100
Riverpoint Wealth Management Holdings
Illinois
$32.6M +$306K +5,576 +0.9%