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Vanguard Morningstar Mid-Cap ETF
VO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Invictus Private Wealth
51
Invictus Private Wealth
Colorado
USD 142 M +USD 2.3 M +29,627 +2%
Chicago Partners Investment Group
52
Chicago Partners Investment Group
Illinois
USD 136 M +USD 6.25 M +80,593 +5%
Kestra Advisory Services
53
Kestra Advisory Services
Texas
USD 136 M +USD 17.4 M +223,869 +15%
Catalyst Capital Advisors
54
Catalyst Capital Advisors
New York
USD 135 M -USD 549 k -7,086 -0.4%
Millburn Ridgefield Corp
55
Millburn Ridgefield Corp
New York
USD 135 M -USD 549 k -7,086 -0.4%
Merit Financial Group
56
Merit Financial Group
Georgia
USD 135 M +USD 18.6 M +239,292 +17%
Cullen/Frost Bankers
57
Cullen/Frost Bankers
Texas
USD 134 M -USD 8.53 M -109,996 -6%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
USD 133 M +USD 8.94 M +115,289 +7%
MML Investors Services
59
MML Investors Services
Massachusetts
USD 127 M +USD 17.7 M +228,937 +17%
Waverly Advisors
60
Waverly Advisors
Alabama
USD 124 M +USD 8.96 M +115,563 +8%
Financial Synergies Wealth Advisors
61
Financial Synergies Wealth Advisors
Texas
USD 123 M -USD 1.68 M -21,637 -1%
Equitable Holdings
62
Equitable Holdings
New York
USD 120 M -USD 838 k -10,806 -0.7%
First Command Advisory Services
63
First Command Advisory Services
Texas
USD 119 M -USD 59.3 M -764,342 -34%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
USD 113 M +USD 5.35 M +69,021 +5%
National Philanthropic Trust
65
National Philanthropic Trust
Pennsylvania
USD 113 M -USD 1.9 M -24,543 -2%
NewEdge Advisors
66
NewEdge Advisors
Louisiana
USD 110 M +USD 7.58 M +97,832 +8%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
USD 109 M +USD 3.54 M +45,671 +3%
Cresset Asset Management
68
Cresset Asset Management
Illinois
USD 105 M -USD 1.59 M -20,531 -2%
Central Trust Company
69
Central Trust Company
Missouri
USD 100 M -USD 855 k -11,027 -0.9%
UBS AM
70
UBS AM
Illinois
USD 100 M -USD 420 M -5,416,181 -81%
Pine Ridge Advisers
71
Pine Ridge Advisers
New York
USD 98.7 M – – –
Nadler Financial Group
72
Nadler Financial Group
Illinois
USD 97.7 M +USD 994 k +12,817 +1%
&Partners
73
&Partners
Tennessee
USD 96.9 M +USD 9.42 M +121,446 +11%
Country Trust Bank
74
Country Trust Bank
Illinois
USD 96.5 M -USD 17.6 M -226,636 -16%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
USD 94.9 M -USD 11.4 M -146,986 -11%
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