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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nadler Financial Group
Illinois
$17.5M +$2.31M +73,408 +16%
JFG
27
JMG Financial Group
Illinois
$17.4M +$930K +29,588 +6%
PA
28
Paracle Advisors
Washington
$17.1M +$1.56M +49,728 +11%
LIM
29
Leavell Investment Management
Alabama
$15.5M +$379K +12,040 +3%
MAA
30
Managed Account Advisors
New Jersey
$15.3M +$5.9M +187,544 +69%
JIC
31
Joel Isaacson & Co
New York
$15.2M +$1.2M +38,108 +9%
Citigroup
32
Citigroup
New York
$14.8M -$416K -13,224 -3%
TCM
33
TD Capital Management
Tennessee
$14.7M -$974K -30,968 -7%
WCWM
34
Wooster Corthell Wealth Management
Connecticut
$14.1M -$72.6K -2,308 -0.5%
Truist Financial
35
Truist Financial
North Carolina
$14M +$818K +26,012 +7%
AA
36
Advisory Alpha
Michigan
$14M +$254K +8,080 +2%
CFB
37
Cullen/Frost Bankers
Texas
$13.6M +$6.27M +199,356 +95%
RW
38
Rand Wealth
Maryland
$13.3M +$389K +12,380 +3%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$13.3M +$6.11M +194,444 +95%
AFG
40
Arkansas Financial Group
Arkansas
$13.2M +$349K +11,104 +3%
CIC
41
Cutler Investment Counsel
Oregon
$13.1M +$1.27M +40,288 +11%
AIA
42
Alerus Investment Advisors
Minnesota
$13M -$3.17M -100,896 -21%
TCM
43
Twele Capital Management
Minnesota
$12.3M -$24.4K -776 -0.2%
MCWS
44
McKinley Carter Wealth Services
West Virginia
$11.8M +$11.2M +356,704 New
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$11.7M +$446K +14,196 +4%
FCI
46
Financial Counselors Inc
Kansas
$11.5M -$11.5M -365,740 -51%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M -$1.25M -39,896 -11%
VFP
48
Verus Financial Partners
Virginia
$11M -$404K -12,848 -4%
BP
49
Ballentine Partners
Massachusetts
$11M -$321K -10,200 -3%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$10.9M +$871K +27,708 +9%