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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nadler Financial Group
Illinois
$23M -$182K -5,956 -0.8%
JFG
27
JMG Financial Group
Illinois
$22.1M +$3.6M +118,080 +19%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$22M +$10.4M +340,368 +87%
TTWM
29
TCV Trust & Wealth Management
Virginia
$21.2M -$79.4K -2,604 -0.4%
SPIA
30
Strategic Point Investment Advisors
Rhode Island
$19.6M -$166K -5,444 -0.8%
SFT
31
Simmons First Trust
Arkansas
$19.4M +$13.4M +440,012 +214%
V
32
Veritable
Delaware
$19.4M +$3.75M +123,028 +24%
KIM
33
Karpus Investment Management
New York
$18.9M -$1.69M -55,240 -8%
ST
34
Smithfield Trust
Pennsylvania
$18.7M +$244K +8,012 +1%
SWP
35
Stratos Wealth Partners
Ohio
$18.2M +$15.4M +505,552 +496%
CFB
36
Cullen/Frost Bankers
Texas
$17.8M +$3.32M +108,792 +23%
PA
37
Paracle Advisors
Washington
$17.4M +$512K +16,784 +3%
MCWS
38
McKinley Carter Wealth Services
West Virginia
$16.1M -$550K -18,028 -3%
LIM
39
Leavell Investment Management
Alabama
$14M -$690K -22,636 -5%
WCWM
40
Wooster Corthell Wealth Management
Connecticut
$13.6M +$436K +14,300 +3%
AA
41
Advisory Alpha
Michigan
$13.4M +$828K +27,148 +6%
FWP
42
Fiduciary Wealth Partners
Massachusetts
$13.4M +$16.6M +543,008 New
RW
43
Rand Wealth
Maryland
$12.9M +$688K +22,560 +6%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$12.7M +$336K +11,000 +3%
Truist Financial
45
Truist Financial
North Carolina
$12.6M +$482K +15,808 +4%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$12.6M +$95.7K +3,136 +0.8%
CIC
47
Cutler Investment Counsel
Oregon
$12.2M +$88.8K +2,912 +0.7%
US Bancorp
48
US Bancorp
Minnesota
$11.6M -$599K -19,628 -5%
HFS
49
HL Financial Services
Kentucky
$11.5M +$1.18M +38,696 +11%
AFG
50
Arkansas Financial Group
Arkansas
$11.4M -$137K -4,488 -1%