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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LMIM
1
Lockheed Martin Investment Management
Maryland
$109M
Morgan Stanley
2
Morgan Stanley
New York
$75.3M +$5.85M +64,274 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M -$1.42M -15,582 -4%
B
4
Bridgeworth
Alabama
$30.3M +$1.26M +13,888 +4%
Bank of America
5
Bank of America
North Carolina
$29.4M +$1.88M +20,628 +7%
MIH
6
Meitav Investment House
Israel
$25.6M +$25.9M +284,238 +11,765%
UBS Group
7
UBS Group
Switzerland
$24.8M +$766K +8,416 +3%
LPL Financial
8
LPL Financial
California
$23.2M +$1.34M +14,676 +6%
Wells Fargo
9
Wells Fargo
California
$16.7M +$1.01M +11,062 +6%
KHLMVGHM
10
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.2M
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$15.6M +$170K +1,864 +1%
SI
12
Stephens Inc
Arkansas
$13.7M +$1.07M +11,760 +8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$11.9M -$29.7K -326 -0.2%
TCBWMS
14
Texas Capital Bank Wealth Management Services
Texas
$11.3M -$40.1K -440 -0.3%
V
15
Veritable
Delaware
$9.01M -$7.1K -78 -0.1%
RJA
16
Raymond James & Associates
Florida
$7.98M +$554K +6,088 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.35M -$797K -8,756 -10%
PAG
18
Private Advisor Group
New Jersey
$6.95M +$3.51M +38,558 +98%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.6M +$79.6K +874 +1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.61M -$250K -2,748 -4%
Vanguard Group
21
Vanguard Group
Pennsylvania
$5.29M +$51.2K +562 +1%
CIC
22
Cornercap Investment Counsel
Georgia
$4.85M +$24.2K +266 +0.5%
PFM
23
Phillips Financial Management
Indiana
$4.29M -$54.8K -602 -1%
GA
24
Gateway Advisory
New Jersey
$4.24M +$91.2K +1,002 +2%
Creative Planning
25
Creative Planning
Kansas
$3.65M +$696K +7,646 +23%