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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
$136M +$7.76M +73,800 +6%
Morgan Stanley
2
Morgan Stanley
New York
$89.8M -$12M -114,364 -11%
UBS Group
3
UBS Group
Switzerland
$84.4M +$11.5M +109,166 +15%
Goldman Sachs
4
Goldman Sachs
New York
$84.2M +$85.8M +815,554 +2,162%
LMIM
5
Lockheed Martin Investment Management
Maryland
$74M -$15.8M -150,000 -17%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$48M +$2.92M +27,774 +6%
HFS
7
Hantz Financial Services
Michigan
$37.6M +$11.5M +109,234 +40%
Raymond James Financial
8
Raymond James Financial
Florida
$30.4M +$1.72M +16,313 +6%
MCIA
9
Mountain Capital Investment Advisors
Colorado
$29.2M -$4.78M -45,452 -13%
LPL Financial
10
LPL Financial
California
$28.8M -$4.42M -42,048 -13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$24.9M -$230K -2,184 -0.9%
Wells Fargo
12
Wells Fargo
California
$23.6M +$1.52M +14,437 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$19.9M +$5.66M +53,801 +37%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.3M +$2.75M +26,125 +15%
FF
15
Francis Financial
$18.9M +$3.67M +34,839 +22%
Ameriprise
16
Ameriprise
Minnesota
$18.6M +$14.1M +134,220 +251%
AF
17
Allworth Financial
California
$15.6M -$403K -3,834 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.8M +$155K +1,470 +1%
WAM
19
WNY Asset Management
New York
$13.6M -$102K -966 -0.7%
ONB
20
Old National Bancorp
Indiana
$13M +$713K +6,780 +5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$11.1M -$3.24M -30,750 -21%
DADC
22
D.A. Davidson & Co
Montana
$11.1M +$992K +9,430 +9%
ECM
23
Evergreen Capital Management
Washington
$10.6M +$706K +6,712 +7%
Osaic Holdings
24
Osaic Holdings
Arizona
$10.5M +$1.9M +18,084 +20%
SC
25
Savant Capital
Illinois
$10.5M -$1.02M -9,710 -8%