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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
26
Smithfield Trust
Pennsylvania
$14.7M +$800K +26,952 +6%
V
27
Veritable
Delaware
$14.4M +$1.3M +43,912 +10%
TCM
28
TD Capital Management
Tennessee
$14.1M -$1.45M -48,756 -9%
JFG
29
JMG Financial Group
Illinois
$14M +$121K +4,084 +0.9%
Goldman Sachs
30
Goldman Sachs
New York
$13.3M +$1.1M +37,056 +9%
AA
31
Advisory Alpha
Michigan
$13.2M +$728K +24,516 +6%
Citigroup
32
Citigroup
New York
$13.1M +$1.04M +34,976 +8%
EC
33
Estate Counselors
Wisconsin
$12.9M
TCM
34
Twele Capital Management
Minnesota
$12.8M +$16.5K +556 +0.1%
AFG
35
Arkansas Financial Group
Arkansas
$12.6M -$57.7K -1,944 -0.4%
WCWM
36
Wooster Corthell Wealth Management
Connecticut
$12.4M +$12.5M +421,164 New
NEAM
37
New England Asset Management
Connecticut
$11.2M
Truist Financial
38
Truist Financial
North Carolina
$10.5M -$129K -4,348 -1%
VFP
39
Verus Financial Partners
Virginia
$10.3M -$158K -5,316 -1%
LIM
40
Leavell Investment Management
Alabama
$10.1M -$201K -6,784 -2%
BP
41
Ballentine Partners
Massachusetts
$10M -$91.4K -3,080 -0.9%
Deutsche Bank
42
Deutsche Bank
Germany
$9.57M +$33.8K +1,140 +0.4%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$9.46M +$344K +11,576 +4%
PA
44
Paracle Advisors
Washington
$9.34M +$9.46M +318,528 New
NAMP
45
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.17M +$62.3K +2,100 +0.7%
HFS
46
HL Financial Services
Kentucky
$9.12M -$26.6K -896 -0.3%
JIC
47
Joel Isaacson & Co
New York
$8.95M +$1.18M +39,788 +15%
N
48
Natixis
France
$8.46M
CIC
49
Cutler Investment Counsel
Oregon
$8.26M +$575K +19,376 +7%
CS
50
Credit Suisse
Switzerland
$8.07M +$1.47M +49,628 +22%