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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
$137M +$6.66M +61,310 +5%
Morgan Stanley
2
Morgan Stanley
New York
$108M +$1.78M +16,390 +2%
LMIM
3
Lockheed Martin Investment Management
Maryland
$95M
UBS Group
4
UBS Group
Switzerland
$78.7M +$14.5M +133,779 +22%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$48.4M +$4.25M +39,072 +9%
MCIA
6
Mountain Capital Investment Advisors
Colorado
$38.3M +$37.9M +349,199 New
LPL Financial
7
LPL Financial
California
$35.3M +$2.78M +25,549 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$30.8M +$31.7M +291,814 New
HFS
9
Hantz Financial Services
Michigan
$28.6M +$16.4M +150,961 +125%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$26.8M -$1.18M -10,865 -4%
Wells Fargo
11
Wells Fargo
California
$23.7M +$3.95M +36,314 +19%
AF
12
Allworth Financial
California
$18.4M +$17.9M +164,539 +10,220%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.9M +$956K +8,803 +5%
FF
14
Francis Financial
$16.5M +$2.17M +20,017 +15%
SIA
15
Soltis Investment Advisors
Utah
$16.5M -$1.76M -16,224 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$15.6M +$884K +8,135 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$15.5M +$828K +7,620 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$15.2M -$447K -4,115 -3%
WAM
19
WNY Asset Management
New York
$14.6M +$502K +4,620 +3%
ST
20
Sentinel Trust
Texas
$13.3M -$86.9K -800 -0.6%
ONB
21
Old National Bancorp
Indiana
$13.2M +$136K +1,253 +1%
SC
22
Savant Capital
Illinois
$12.3M -$361K -3,325 -3%
CCA
23
Coign Capital Advisors
Utah
$11.6M +$12M +110,228 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$10.9M +$317K +2,915 +3%
DADC
25
D.A. Davidson & Co
Montana
$10.8M +$179K +1,652 +2%