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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Caprock Group
Idaho
$15M -$113K -2,632 -0.8%
VR
102
Viridian RIA
Washington
$14.9M +$1.04M +24,164 +8%
PPA
103
Parametric Portfolio Associates
Washington
$14.8M -$34.1M -793,160 -70%
AWM
104
Altium Wealth Management
New York
$13.7M -$124K -2,896 -0.9%
BlackRock
105
BlackRock
New York
$13.4M +$2.46M +57,328 +23%
PA
106
Parallel Advisors
California
$13.3M -$423K -9,844 -3%
PFA
107
Paradigm Financial Advisors
Missouri
$13.1M +$242K +5,632 +2%
CAM
108
Cresset Asset Management
Illinois
$13M +$2.86M +66,544 +30%
EIG
109
Ellenbecker Investment Group
Wisconsin
$12.7M -$69.2K -1,612 -0.6%
WT
110
Whittier Trust
California
$12.7M -$103K -2,408 -0.8%
SL
111
Systelligence LLC
Minnesota
$12.4M +$11.9M +278,000 New
PFPT
112
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.4M -$5.84K -136 -0%
CI
113
CX Institutional
Indiana
$12.2M -$264K -6,152 -2%
BF
114
Blankinship & Foster
California
$12M +$157K +3,660 +1%
AFG
115
Arkansas Financial Group
Arkansas
$11.9M -$212K -4,936 -2%
BWFA
116
Baltimore-Washington Financial Advisors
Maryland
$11.7M +$147K +3,424 +1%
WCWM
117
Wooster Corthell Wealth Management
Connecticut
$11.7M -$18.9K -440 -0.2%
BI
118
Ballast Inc
Kentucky
$11.6M +$886K +20,636 +9%
W
119
WealthOne
New York
$11.6M +$906K +21,108 +9%
BP
120
Ballentine Partners
Massachusetts
$11.5M -$619K -14,420 -5%
BAM
121
Berkshire Asset Management
Pennsylvania
$11.2M +$63.4K +1,476 +0.6%
UCFA
122
United Capital Financial Advisors
Texas
$11M -$117K -2,732 -1%
BPA
123
Beacon Pointe Advisors
California
$11M +$6.1M +142,108 +137%
MM
124
Meridian Management
Arkansas
$10.9M -$7.9K -184 -0.1%
MA
125
Montag & Associates
Georgia
$10.9M +$18.4K +428 +0.2%