We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
76
Smithfield Trust
Pennsylvania
$68.2M -$1.35M -19,836 -2%
AWM
77
Axxcess Wealth Management
California
$66.9M +$75.2K +1,108 +0.1%
CAAS
78
Capital Asset Advisory Services
Michigan
$63.1M -$44.5K -656 -0.1%
NQWM
79
Northwest Quadrant Wealth Management
Oregon
$60M +$329K +4,848 +0.5%
PGFC
80
Peapack-Gladstone Financial Corp
New Jersey
$58.2M +$149K +2,188 +0.2%
AT
81
American Trust
Kentucky
$57.8M -$4.29M -63,196 -7%
SDWMA
82
Schneider Downs Wealth Management Advisors
Pennsylvania
$57.4M +$5.11M +75,304 +9%
PAG
83
Private Advisor Group
New Jersey
$55.1M -$572K -8,432 -1%
CCM
84
Coldstream Capital Management
Washington
$53.6M -$14.7M -216,184 -21%
PP
85
PDS Planning
Ohio
$53.5M +$868K +12,792 +2%
SWM
86
SilverOak Wealth Management
Minnesota
$53.5M +$1.64M +24,220 +3%
Comerica Bank
87
Comerica Bank
Texas
$52.3M +$1.05M +15,464 +2%
VVP
88
Venture Visionary Partners
Ohio
$52.3M +$1.25M +18,408 +2%
CI
89
CX Institutional
Indiana
$52.1M +$13.3M +196,276 +33%
CFG
90
Citizens Financial Group
Rhode Island
$51.1M +$3.37M +49,588 +7%
NYLIM
91
New York Life Investment Management
New York
$50M -$1.76M -25,872 -3%
FC
92
Fulcrum Capital
Washington
$47.6M +$1.04M +15,308 +2%
PRA
93
Pine Ridge Advisers
New York
$46.9M +$14.5M +213,200 +43%
SA
94
Sanctuary Advisors
Indiana
$46.9M +$1.92M +28,300 +4%
LIM
95
Leavell Investment Management
Alabama
$46.4M +$882K +12,988 +2%
P
96
&Partners
Tennessee
$45.8M +$16.2M +239,208 +53%
SI
97
Stephens Inc
Arkansas
$45.7M +$14.6M +215,068 +45%
Bessemer Group
98
Bessemer Group
New Jersey
$45M -$1.72M -25,268 -4%
AAP
99
Arax Advisory Partners
Colorado
$43.7M +$15.5M +228,164 +53%
NHT
100
New Hampshire Trust
New Hampshire
$43.4M +$1.42M +20,932 +3%