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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$1.82M +$721K +23,924 +68%
CWA
152
Convergent Wealth Advisors
Maryland
$1.82M
DSC
153
Duncker Streett & Co
Missouri
$1.82M +$57.9K +1,920 +3%
CPIG
154
Chicago Partners Investment Group
Illinois
$1.81M +$1.77M +58,692 New
AIM
155
Aspen Investment Management
Michigan
$1.78M +$88K +2,920 +5%
CA
156
Cetera Advisors
Colorado
$1.77M -$502K -16,668 -22%
CP
157
Camelot Portfolios
Ohio
$1.72M -$8.56K -284 -0.5%
AA
158
Alesco Advisors
New York
$1.71M -$330K -10,940 -17%
HPBT
159
High Point Bank & Trust
North Carolina
$1.71M
ICOA
160
Investment Centers of America
North Dakota
$1.7M -$294K -9,764 -15%
CS
161
Comerica Securities
Michigan
$1.59M +$341K +11,320 +28%
ACM
162
Advisors Capital Management
New Jersey
$1.56M -$50.6K -1,680 -3%
RIA
163
Regal Investment Advisors
Michigan
$1.51M -$75.6K -2,508 -5%
AssetMark Inc
164
AssetMark Inc
California
$1.51M -$5.57M -184,720 -79%
FA
165
FDx Advisors
Illinois
$1.5M +$374K +12,408 +34%
HL
166
HeadInvest LLC
Maine
$1.49M +$14.5K +480 +1%
HighTower Advisors
167
HighTower Advisors
Illinois
$1.47M +$236K +7,816 +20%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$1.46M +$1.43M +47,284 New
RJT
169
Raymond James Trust
Florida
$1.42M +$169K +5,600 +14%
SEIA
170
Signature Estate & Investment Advisors
California
$1.39M +$112K +3,700 +9%
PAM
171
Peak Asset Management
Colorado
$1.33M +$1.3M +43,096 New
EA
172
Elm Advisors
California
$1.32M
SFG
173
Sage Financial Group
Pennsylvania
$1.31M +$1.77M +58,564 New
TBA
174
Train Babcock Advisors
New York
$1.31M +$112K +3,700 +10%
CCMH
175
Cornerstone Capital Management Holdings
New York
$1.28M +$121 +4 +0%