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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EC
26
Estate Counselors
Wisconsin
$12.6M +$438K +15,800 +4%
AFG
27
Arkansas Financial Group
Arkansas
$12.5M -$455K -16,384 -4%
JFG
28
JMG Financial Group
Illinois
$12.5M -$413K -14,892 -3%
TCM
29
Twele Capital Management
Minnesota
$12.3M +$231K +8,320 +2%
ST
30
Smithfield Trust
Pennsylvania
$12.3M +$1.13M +40,808 +10%
AA
31
Advisory Alpha
Michigan
$12M +$3.01M +108,484 +35%
Goldman Sachs
32
Goldman Sachs
New York
$11.5M +$1.33M +47,832 +13%
TNBTD
33
Trustmark National Bank Trust Department
Mississippi
$11M +$2.39M +86,048 +29%
NEAM
34
New England Asset Management
Connecticut
$10.8M
V
35
Veritable
Delaware
$10.4M +$149K +5,352 +1%
VFP
36
Verus Financial Partners
Virginia
$10.3M -$351K -12,644 -3%
Ameriprise
37
Ameriprise
Minnesota
$10.3M +$366K +13,176 +4%
LIM
38
Leavell Investment Management
Alabama
$9.86M +$123K +4,428 +1%
Truist Financial
39
Truist Financial
North Carolina
$9.5M +$909K +32,764 +11%
HFS
40
HL Financial Services
Kentucky
$8.77M -$16.5K -596 -0.2%
Deutsche Bank
41
Deutsche Bank
Germany
$8.63M -$11.7K -420 -0.1%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$8.36M +$1.13M +40,596 +16%
NAMP
43
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.25M +$400K +14,400 +5%
PSW
44
Portfolio Strategies (Washington)
Washington
$7.84M +$7.67M +276,228 New
JMPWA
45
JP Morgan Private Wealth Advisors
California
$7.69M +$2.63M +94,872 +54%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$7.53M +$847K +30,536 +13%
CIC
47
Cutler Investment Counsel
Oregon
$7.33M +$498K +17,932 +7%
SWM
48
SVA Wealth Management
Wisconsin
$7.31M -$129K -4,664 -2%
JIC
49
Joel Isaacson & Co
New York
$7.16M +$1.06M +38,308 +18%
PFM
50
Phillips Financial Management
Indiana
$7.13M -$211K -7,608 -3%