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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
26
JMG Financial Group
Illinois
$14.1M +$944K +33,052 +7%
ST
27
Smithfield Trust
Pennsylvania
$14.1M +$1.2M +42,184 +10%
Ameriprise
28
Ameriprise
Minnesota
$13.7M +$2.82M +98,632 +27%
V
29
Veritable
Delaware
$13.3M +$2.31M +81,032 +22%
EC
30
Estate Counselors
Wisconsin
$13M -$122K -4,280 -1%
TCM
31
Twele Capital Management
Minnesota
$12.9M +$29.7K +1,040 +0.2%
AFG
32
Arkansas Financial Group
Arkansas
$12.8M -$267K -9,352 -2%
TNBTD
33
Trustmark National Bank Trust Department
Mississippi
$12.6M +$1.06M +36,948 +10%
AA
34
Advisory Alpha
Michigan
$12.6M +$36.3K +1,272 +0.3%
Goldman Sachs
35
Goldman Sachs
New York
$12.4M +$280K +9,808 +2%
Citigroup
36
Citigroup
New York
$12.2M -$1.37M -48,148 -10%
NEAM
37
New England Asset Management
Connecticut
$11.3M
Truist Financial
38
Truist Financial
North Carolina
$10.8M +$839K +29,380 +9%
VFP
39
Verus Financial Partners
Virginia
$10.5M -$251K -8,800 -2%
LIM
40
Leavell Investment Management
Alabama
$10.4M +$85.1K +2,980 +0.9%
BP
41
Ballentine Partners
Massachusetts
$10.3M -$3.07M -107,380 -24%
Deutsche Bank
42
Deutsche Bank
Germany
$9.64M +$601K +21,060 +7%
HFS
43
HL Financial Services
Kentucky
$9.25M +$81.9K +2,868 +0.9%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$9.23M +$478K +16,748 +6%
NAMP
45
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.22M +$576K +20,180 +7%
N
46
Natixis
France
$8.56M +$3.6M +126,000 +78%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$8M +$121K +4,248 +2%
JIC
48
Joel Isaacson & Co
New York
$7.88M +$384K +13,440 +5%
CIC
49
Cutler Investment Counsel
Oregon
$7.78M +$123K +4,320 +2%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$7.76M -$263K -9,200 -3%