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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Nadler Financial Group
Illinois
$59.5M +$1.34M +25,092 +3%
CA
77
Cetera Advisors
Colorado
$57.3M +$1.57M +29,432 +3%
PAI
78
Pittenger & Anderson Inc
Nebraska
$56.1M +$1.13M +21,224 +2%
AWM
79
Axxcess Wealth Management
California
$55.8M +$1.36M +25,516 +3%
EH
80
Equitable Holdings
New York
$55.3M +$794K +14,852 +2%
NA
81
NewEdge Advisors
Louisiana
$54.5M +$1.98M +37,020 +4%
NPT
82
National Philanthropic Trust
Pennsylvania
$53.4M +$49M +917,584 New
PAG
83
Private Advisor Group
New Jersey
$53.2M -$2.8M -52,388 -5%
CAAS
84
Capital Asset Advisory Services
Michigan
$52.9M +$1.15M +21,536 +2%
NQWM
85
Northwest Quadrant Wealth Management
Oregon
$52M -$10.9K -204 -0%
KAS
86
Kestra Advisory Services
Texas
$48.5M +$14.2M +265,628 +47%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$48.5M -$220K -4,120 -0.5%
CWM
88
Connecticut Wealth Management
Connecticut
$47.8M +$3.11M +58,260 +8%
Comerica Bank
89
Comerica Bank
Texas
$46.6M +$2.47M +46,232 +6%
US Bancorp
90
US Bancorp
Minnesota
$45.6M +$1.2M +22,536 +3%
ME
91
McIlrath & Eck
Washington
$44.4M +$915K +17,124 +2%
CTB
92
Country Trust Bank
Illinois
$44.1M +$679K +12,712 +2%
SWM
93
SilverOak Wealth Management
Minnesota
$43.7M +$40.1M +751,356 New
G
94
GenTrust
Florida
$43.1M +$9.83M +184,028 +33%
VVP
95
Venture Visionary Partners
Ohio
$42.9M +$2.01M +37,692 +5%
BFPW
96
BOK Financial Private Wealth
Colorado
$41.6M -$1.97M -36,920 -5%
NYLIM
97
New York Life Investment Management
New York
$40.9M +$11.6M +217,252 +45%
OHWA
98
Oak Hill Wealth Advisors
Virginia
$40M +$716K +13,404 +2%
AFG
99
Arkansas Financial Group
Arkansas
$39.4M +$122K +2,288 +0.3%
Bessemer Group
100
Bessemer Group
New Jersey
$39.4M -$682K -12,772 -2%