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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
176
Northern Trust
Illinois
$16.2M +$1.69M +26,952 +12%
VWA
177
Visionary Wealth Advisors
Illinois
$16.2M +$16.5K +264 +0.1%
BP
178
Ballentine Partners
Massachusetts
$16.1M -$58.9K -940 -0.4%
PFPT
179
Pinnacle Financial Partners (Tennessee)
Tennessee
$16M +$452K +7,204 +3%
PFA
180
Pathway Financial Advisors
Vermont
$15.8M +$16.9M +268,888 New
CSPAM
181
Cary Street Partners Asset Management
Virginia
$15.6M +$14.3M +227,536 +1,299%
CB
182
Cadence Bank
Mississippi
$15.5M +$709K +11,316 +5%
RWIA
183
Roger Wittlin Investment Advisory
California
$15.4M +$15.1M +241,176 New
VOYA Investment Management
184
VOYA Investment Management
Georgia
$15.1M -$6.63M -105,712 -31%
HNB
185
Huntington National Bank
Ohio
$15M -$12.5M -198,864 Closed
NW
186
NewEdge Wealth
Pennsylvania
$15M +$14.7M +234,912 New
RJT
187
Raymond James Trust
Florida
$14.9M +$1.23M +19,636 +9%
AC
188
Abbrea Capital
California
$14.7M +$930K +14,840 +7%
SWM
189
Spire Wealth Management
Virginia
$14.6M +$955K +15,236 +7%
SL
190
Systelligence LLC
Minnesota
$14.6M -$1.67M -26,644 -10%
SIC
191
Salem Investment Counselors
North Carolina
$14.6M +$1.02M +16,256 +8%
CWA
192
Consilio Wealth Advisors
Washington
$14.5M +$14.2M +227,228 New
UCFA
193
United Capital Financial Advisors
Texas
$14.5M +$76.7K +1,224 +0.5%
FFG
194
Frisch Financial Group
New York
$14.2M -$424K -6,764 -3%
FA
195
Fiducient Advisors
Illinois
$14.2M -$557K -8,884 -4%
W
196
WealthOne
New York
$14.2M -$1.32M -21,088 -9%
MA
197
Montag & Associates
Georgia
$14.1M -$97.3K -1,552 -0.7%
PA
198
Parallel Advisors
California
$14M +$103K +1,640 +0.8%
SRC
199
Sage Rhino Capital
California
$13.8M -$105K -1,676 -0.8%
GT
200
Glenview Trust
Kentucky
$13.7M -$294K -4,688 -2%