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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$37.8M +$1.76M +54,284 +5%
IAS
27
INR Advisory Services
Pennsylvania
$35.5M +$1.78M +55,048 +5%
EHPM
28
Emery Howard Portfolio Management
California
$31.5M -$14.2K -440 -0%
JIC
29
Joel Isaacson & Co
New York
$28.6M +$216K +6,672 +0.8%
CFB
30
Cullen/Frost Bankers
Texas
$28.1M +$3.63M +112,100 +15%
TNBTD
31
Trustmark National Bank Trust Department
Mississippi
$26.9M +$20.4M +629,912 +339%
Goldman Sachs
32
Goldman Sachs
New York
$26.7M -$14.6M -450,428 -36%
NFG
33
Nadler Financial Group
Illinois
$26.4M +$571K +17,640 +2%
CA
34
Clearstead Advisors
Ohio
$25.8M +$25.4M +783,464 New
TTWM
35
TCV Trust & Wealth Management
Virginia
$24.8M +$103K +3,184 +0.4%
ST
36
Smithfield Trust
Pennsylvania
$24M +$1.18M +36,596 +5%
PA
37
Paracle Advisors
Washington
$22.9M +$659K +20,352 +3%
SPIA
38
Strategic Point Investment Advisors
Rhode Island
$21.8M -$7.38K -228 -0%
Truist Financial
39
Truist Financial
North Carolina
$21.8M -$696K -21,508 -3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$19.1M +$9.66M +298,296 +105%
MCWS
41
McKinley Carter Wealth Services
West Virginia
$18.9M +$10.6K +328 +0.1%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$18.9M +$2.18M +67,196 +13%
SB
43
Simmons Bank
Arkansas
$18.9M +$285K +8,804 +2%
SI
44
SII Investments
Wisconsin
$17.2M -$1.19M -36,696 -7%
FCI
45
Financial Counselors Inc
Kansas
$17.2M +$16.9M +521,472 New
MFS
46
MSI Financial Services
Massachusetts
$16.8M +$329K +10,168 +2%
RWMH
47
Riverpoint Wealth Management Holdings
Illinois
$16.7M +$16.1M +495,856 New
RJA
48
Raymond James & Associates
Florida
$16.6M +$2.92M +90,256 +22%
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$16.4M +$277K +8,556 +2%
LIM
50
Leavell Investment Management
Alabama
$16M -$159K -4,908 -1%