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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$131M +$6.33M +62,016 +5%
Morgan Stanley
2
Morgan Stanley
New York
$106M +$2.37M +23,256 +2%
LMIM
3
Lockheed Martin Investment Management
Maryland
$95.1M
UBS Group
4
UBS Group
Switzerland
$64.6M +$4.25M +41,631 +7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44.3M +$5.26M +51,467 +14%
LPL Financial
6
LPL Financial
California
$32.6M -$496K -4,856 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$28M +$602K +5,893 +2%
RJA
8
Raymond James & Associates
Florida
$20.3M +$1.37M +13,456 +8%
Wells Fargo
9
Wells Fargo
California
$19.9M +$1.47M +14,398 +8%
SIA
10
Soltis Investment Advisors
Utah
$18.2M -$6.23M -61,028 -26%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17M +$332K +3,250 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$15.6M -$442K -4,324 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$14.8M -$423K -4,143 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$14.8M +$5.21M +51,039 +58%
FF
15
Francis Financial
$14.4M +$6.65M +65,072 +91%
WAM
16
WNY Asset Management
New York
$14.2M -$5.08M -49,737 -27%
ST
17
Sentinel Trust
Texas
$13.4M +$3.04M +29,800 +31%
ONB
18
Old National Bancorp
Indiana
$13.1M +$328K +3,214 +3%
HFS
19
Hantz Financial Services
Michigan
$12.7M +$12.3M +120,420 +83,625%
SC
20
Savant Capital
Illinois
$12.6M -$1.03M -10,135 -8%
DADC
21
D.A. Davidson & Co
Montana
$10.7M +$253K +2,478 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$10.6M +$1.15M +11,276 +13%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$9.8M +$62.5K +612 +0.7%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$9.61M -$340K -3,330 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$8.42M -$105K -1,026 -1%