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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
V
26
Veritable
Delaware
$15.9M +$723K +24,000 +5%
JFG
27
JMG Financial Group
Illinois
$15.3M +$499K +16,564 +3%
AIA
28
Alerus Investment Advisors
Minnesota
$15.2M -$595K -19,756 -4%
Goldman Sachs
29
Goldman Sachs
New York
$14.8M +$806K +26,736 +6%
TCM
30
TD Capital Management
Tennessee
$14.6M -$151K -4,996 -1%
PA
31
Paracle Advisors
Washington
$14.4M +$4.44M +147,312 +46%
Citigroup
32
Citigroup
New York
$14.2M +$368K +12,212 +3%
LIM
33
Leavell Investment Management
Alabama
$14M +$3.36M +111,396 +32%
NFG
34
Nadler Financial Group
Illinois
$14M +$13.6M +452,660 New
EC
35
Estate Counselors
Wisconsin
$13.5M -$86.9K -2,884 -0.7%
WCWM
36
Wooster Corthell Wealth Management
Connecticut
$13.2M +$146K +4,836 +1%
JIC
37
Joel Isaacson & Co
New York
$13M +$3.5M +116,264 +38%
AA
38
Advisory Alpha
Michigan
$12.8M -$1.06M -35,132 -8%
Truist Financial
39
Truist Financial
North Carolina
$12.2M +$1.11M +36,860 +10%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$12.1M +$8.52M +282,692 +262%
RW
41
Rand Wealth
Maryland
$12M -$4.13M -136,964 -26%
AFG
42
Arkansas Financial Group
Arkansas
$11.9M -$1.33M -44,184 -10%
Comerica Bank
43
Comerica Bank
Texas
$11.9M +$6M +199,184 +108%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.6M +$9.67M +320,840 +603%
TCM
45
Twele Capital Management
Minnesota
$11.5M -$1.88M -62,252 -14%
CIC
46
Cutler Investment Counsel
Oregon
$10.9M +$2.17M +71,896 +26%
VFP
47
Verus Financial Partners
Virginia
$10.7M -$160K -5,296 -2%
BP
48
Ballentine Partners
Massachusetts
$10.5M -$63.3K -2,100 -0.6%
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$10.4M +$440K +14,600 +5%
SCA
50
Samson Capital Advisors
New York
$10.4M +$10.2M +336,872 New