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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
101
Personal Capital Advisors
California
$13.5M +$847K +20,264 +7%
AWM
102
Altium Wealth Management
New York
$13M +$554K +13,268 +4%
VR
103
Viridian RIA
Washington
$13M +$1M +23,976 +8%
PA
104
Parallel Advisors
California
$12.9M -$259K -6,200 -2%
PFA
105
Paradigm Financial Advisors
Missouri
$12.1M -$779K -18,652 -6%
EIG
106
Ellenbecker Investment Group
Wisconsin
$12M -$135K -3,228 -1%
WT
107
Whittier Trust
California
$12M +$151K +3,612 +1%
CI
108
CX Institutional
Indiana
$11.7M -$607K -14,528 -5%
PFPT
109
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.6M -$609K -14,576 -5%
AFG
110
Arkansas Financial Group
Arkansas
$11.4M -$612K -14,656 -5%
BP
111
Ballentine Partners
Massachusetts
$11.4M -$149K -3,568 -1%
BF
112
Blankinship & Foster
California
$11.2M +$16.2K +388 +0.1%
WCWM
113
Wooster Corthell Wealth Management
Connecticut
$11M +$28.1K +672 +0.3%
BWFA
114
Baltimore-Washington Financial Advisors
Maryland
$10.9M -$216K -5,176 -2%
PCG
115
Private Capital Group
Connecticut
$10.8M +$1.98M +47,372 +22%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$10.6M +$10.5M +251,412 +12,134%
Jane Street
117
Jane Street
New York
$10.6M +$2.32M +55,632 +28%
NAMP
118
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.6M +$100K +2,400 +1%
BAM
119
Berkshire Asset Management
Pennsylvania
$10.5M +$103K +2,464 +1%
UCFA
120
United Capital Financial Advisors
Texas
$10.4M -$98.6K -2,360 -0.9%
MM
121
Meridian Management
Arkansas
$10.3M +$35.1K +840 +0.3%
BlackRock
122
BlackRock
New York
$10.2M +$2.11M +50,580 +26%
MA
123
Montag & Associates
Georgia
$10.2M +$38.4K +920 +0.4%
PFA
124
Pathway Financial Advisors
Vermont
$10.2M -$266K -6,364 -3%
FFG
125
Frisch Financial Group
New York
$10.2M +$418K +10,004 +4%