We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Coldstream Capital Management
Washington
$67.9M +$2.81M +44,684 +5%
PAI
77
Pittenger & Anderson Inc
Nebraska
$67.1M +$1.66M +26,472 +3%
AWM
78
Axxcess Wealth Management
California
$66.8M +$867K +13,804 +1%
CAAS
79
Capital Asset Advisory Services
Michigan
$62.1M +$966K +15,380 +2%
AT
80
American Trust
Kentucky
$61.9M -$5.13M -81,636 -8%
NA
81
NewEdge Advisors
Louisiana
$60.8M +$1.5M +23,828 +3%
NQWM
82
Northwest Quadrant Wealth Management
Oregon
$59.6M +$243K +3,868 +0.4%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$58M +$475K +7,568 +0.9%
PAG
84
Private Advisor Group
New Jersey
$55.6M -$978K -15,576 -2%
CWM
85
Connecticut Wealth Management
Connecticut
$53.4M -$23.4K -372 -0%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$52.9M +$136M +2,160,392 +847%
PP
87
PDS Planning
Ohio
$52.6M +$40.6M +646,000 +426%
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$52.4M +$2.06M +32,748 +4%
SWM
89
SilverOak Wealth Management
Minnesota
$51.8M +$821K +13,076 +2%
NYLIM
90
New York Life Investment Management
New York
$51.6M +$3.77M +59,976 +8%
Comerica Bank
91
Comerica Bank
Texas
$51.2M -$1.31M -20,940 -3%
VVP
92
Venture Visionary Partners
Ohio
$51M +$941K +14,992 +2%
CFG
93
Citizens Financial Group
Rhode Island
$47.8M +$5.34M +85,112 +13%
Bessemer Group
94
Bessemer Group
New Jersey
$46.6M +$568K +9,048 +1%
FC
95
Fulcrum Capital
Washington
$46.5M +$1.02M +16,292 +2%
SA
96
Sanctuary Advisors
Indiana
$45.6M +$1.36M +21,608 +3%
LIM
97
Leavell Investment Management
Alabama
$45.5M +$1.89M +30,152 +5%
AFG
98
Arkansas Financial Group
Arkansas
$44.8M -$384K -6,112 -0.9%
NW
99
NewEdge Wealth
Pennsylvania
$44M +$2.06M +32,748 +5%
MFIM
100
Mesirow Financial Investment Management
Illinois
$43.4M +$20.8M +332,064 +102%