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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
26
Joel Isaacson & Co
New York
$26.1M +$1.01M +35,884 +4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$26.1M +$3.58M +126,436 +17%
V
28
Veritable
Delaware
$24.1M +$4.21M +148,740 +23%
AllianceBernstein
29
AllianceBernstein
Tennessee
$23.9M +$15.5M +548,348 +227%
TTWM
30
TCV Trust & Wealth Management
Virginia
$22M +$565K +19,976 +3%
NFG
31
Nadler Financial Group
Illinois
$21.9M -$1.29M -45,496 -6%
SPIA
32
Strategic Point Investment Advisors
Rhode Island
$20.2M +$379K +13,392 +2%
ST
33
Smithfield Trust
Pennsylvania
$19.7M +$717K +25,360 +4%
PA
34
Paracle Advisors
Washington
$19.6M +$1.86M +65,612 +11%
CFB
35
Cullen/Frost Bankers
Texas
$18.8M +$801K +28,316 +5%
WCWM
36
Wooster Corthell Wealth Management
Connecticut
$17M +$3.08M +108,968 +24%
SB
37
Simmons Bank
Arkansas
$16.9M +$15.8M +559,144 New
MCWS
38
McKinley Carter Wealth Services
West Virginia
$16.4M +$179K +6,328 +1%
CIC
39
Cutler Investment Counsel
Oregon
$14.6M +$2.08M +73,692 +18%
MFS
40
MSI Financial Services
Massachusetts
$14.3M +$3.03M +107,028 +29%
LIM
41
Leavell Investment Management
Alabama
$14.3M +$204K +7,224 +2%
CFP
42
Cornerstone Financial Partners
North Carolina
$13.9M -$15.2M -535,800 -54%
RW
43
Rand Wealth
Maryland
$13.8M +$677K +23,932 +6%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$13.6M +$731K +25,832 +6%
AA
45
Advisory Alpha
Michigan
$13M -$548K -19,392 -4%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$13M +$243K +8,576 +2%
Truist Financial
47
Truist Financial
North Carolina
$12.7M +$44.9K +1,588 +0.4%
DC
48
Deere & Company
Illinois
$12.7M +$10.8M +381,600 +1,037%
PAI
49
Pittenger & Anderson Inc
Nebraska
$11.6M +$1.09M +38,552 +11%
FHA
50
First Horizon Advisors
Tennessee
$11.6M +$10.8M +380,500 +12,942%