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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46M +$1.37M +21,116 +3%
Deutsche Bank
2
Deutsche Bank
Germany
$39.2M
UBS Group
3
UBS Group
Switzerland
$25.5M +$2.23M +34,360 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.1M +$2.27M +34,972 +14%
B
5
Bridgeworth
Alabama
$18.8M +$754K +11,612 +4%
Wells Fargo
6
Wells Fargo
California
$18.1M -$624K -9,608 -3%
Bank of America
7
Bank of America
North Carolina
$16.2M -$1.15M -17,676 -7%
LPL Financial
8
LPL Financial
California
$15.9M +$273K +4,210 +2%
RGI
9
River Global Investors
United Kingdom
$13.1M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$10M -$277K -4,270 -3%
SI
11
Stephens Inc
Arkansas
$10M +$347K +5,350 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.99M +$156K +2,402 +2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$5.12M +$447K +6,884 +10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.52M +$363K +5,598 +9%
SLF
15
Sun Life Financial
Ontario, Canada
$4M
RJA
16
Raymond James & Associates
Florida
$3.69M -$1.08M -16,650 -23%
HCM
17
Hollencrest Capital Management
California
$3.13M
Ameriprise
18
Ameriprise
Minnesota
$2.87M +$84.4K +1,300 +3%
PAG
19
Private Advisor Group
New Jersey
$2.7M -$42.9K -660 -2%
V
20
Veritable
Delaware
$2.66M -$29.2K -450 -1%
TCB
21
Texas Capital Bancshares
Texas
$2.51M -$79.9K -1,230 -3%
AG
22
Advisor Group
Arizona
$2.34M -$208K -3,206 -8%
BCWM
23
Bartlett & Co Wealth Management
Ohio
$2.26M +$317K +4,880 +17%
BC
24
Bartlett & Co
Ohio
$2.25M +$317K +4,880 +17%
PFM
25
Phillips Financial Management
Indiana
$2.13M -$33.2K -512 -2%