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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$27.2M -$17.2M -562,004 -39%
JIC
27
Joel Isaacson & Co
New York
$25.7M -$908K -29,704 -3%
Stifel Financial
28
Stifel Financial
Missouri
$23.5M +$13.1M +429,476 +130%
TTWM
29
TCV Trust & Wealth Management
Virginia
$22.8M +$361K +11,816 +2%
NFG
30
Nadler Financial Group
Illinois
$22.5M +$202K +6,616 +0.9%
CFB
31
Cullen/Frost Bankers
Texas
$21.7M +$2.48M +81,132 +13%
ST
32
Smithfield Trust
Pennsylvania
$20.8M +$759K +24,840 +4%
MIS
33
Morningstar Investment Services
Illinois
$20.7M +$18.7M +612,284 +1,125%
SPIA
34
Strategic Point Investment Advisors
Rhode Island
$20.7M +$43.4K +1,420 +0.2%
PA
35
Paracle Advisors
Washington
$19.9M -$11.1K -364 -0.1%
MFS
36
MSI Financial Services
Massachusetts
$17.5M +$2.82M +92,364 +20%
AllianceBernstein
37
AllianceBernstein
Tennessee
$17.3M -$6.98M -228,524 -29%
MCWS
38
McKinley Carter Wealth Services
West Virginia
$17.3M +$594K +19,436 +4%
SB
39
Simmons Bank
Arkansas
$17.2M -$74.1K -2,424 -0.4%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$16.9M +$8.8M +287,892 +111%
CIC
41
Cutler Investment Counsel
Oregon
$15.3M +$445K +14,560 +3%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$15M +$1.11M +36,212 +8%
LIM
43
Leavell Investment Management
Alabama
$14.9M +$297K +9,716 +2%
Truist Financial
44
Truist Financial
North Carolina
$14.2M +$1.22M +39,924 +9%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$14.1M +$907K +29,688 +7%
RW
46
Rand Wealth
Maryland
$14.1M +$80.2K +2,624 +0.6%
CFP
47
Cornerstone Financial Partners
North Carolina
$13.7M -$432K -14,136 -3%
AA
48
Advisory Alpha
Michigan
$13.5M +$219K +7,176 +2%
PAI
49
Pittenger & Anderson Inc
Nebraska
$12.8M +$991K +32,432 +8%
SI
50
SII Investments
Wisconsin
$12.7M +$9.85M +322,460 +369%