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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
CBIZ Investment Advisory Services
Ohio
$85.4M -$98.9M -1,330,680 -53%
Principal Financial Group
77
Principal Financial Group
Iowa
$84.4M +$27.2M +365,624 +45%
CAAS
78
Capital Asset Advisory Services
Michigan
$78.7M +$227M +3,053,812 +296%
P
79
&Partners
Tennessee
$77.6M +$4.94M +66,520 +7%
AssetMark Inc
80
AssetMark Inc
California
$77.5M -$18.8M -252,996 -19%
PAI
81
Pittenger & Anderson Inc
Nebraska
$75M -$5.51M -74,104 -7%
Betterment LLC
82
Betterment LLC
New York
$74.1M +$140K +1,888 +0.2%
ST
83
Smithfield Trust
Pennsylvania
$73.1M +$790K +10,636 +1%
SWM
84
SilverOak Wealth Management
Minnesota
$72.9M +$2.67M +35,992 +4%
ABC
85
Associated Banc-Corp
Wisconsin
$72.8M +$5.59M +75,180 +8%
PLU
86
Performa Ltd (US)
South Carolina
$71.6M +$10.5M +141,564 +17%
SDWMA
87
Schneider Downs Wealth Management Advisors
Pennsylvania
$70.7M +$1.03M +13,872 +1%
PGFC
88
Peapack-Gladstone Financial Corp
New Jersey
$70.5M +$354K +4,760 +0.5%
PP
89
PDS Planning
Ohio
$67M +$1.63M +21,952 +2%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$65.2M -$451K -6,076 -0.7%
DC
91
Davenport & Co
Virginia
$64.5M +$9.15M +123,204 +16%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.9M -$6.43M -86,580 -9%
PAG
93
Private Advisor Group
New Jersey
$60.2M -$3.43M -46,116 -5%
CFG
94
Citizens Financial Group
Rhode Island
$59.6M +$2.1M +28,236 +4%
ANTB
95
AMG National Trust Bank
Colorado
$57.3M +$8.2M +110,320 +16%
LIM
96
Leavell Investment Management
Alabama
$55.5M +$419K +5,636 +0.7%
CWM
97
Connecticut Wealth Management
Connecticut
$55.4M -$5.72M -76,920 -9%
SPIA
98
Steward Partners Investment Advisory
New York
$55.1M +$4.99M +67,220 +10%
SA
99
Sanctuary Advisors
Indiana
$55.1M +$1.04M +13,976 +2%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$53.5M +$2.04M +27,404 +4%