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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
$58.1M +$9.45M +250,476 +20%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$56.4M +$7.23M +191,436 +15%
V
28
Veritable
Delaware
$56.2M +$4.56M +120,816 +9%
Goldman Sachs
29
Goldman Sachs
New York
$44M +$12.8M +339,116 +43%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$43.9M +$2.68M +70,916 +7%
IAS
31
INR Advisory Services
Pennsylvania
$43.3M +$1.44M +38,044 +4%
MIS
32
Morningstar Investment Services
Illinois
$42.4M +$5.52M +146,208 +15%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$40.6M +$28.7M +759,488 +262%
CFB
34
Cullen/Frost Bankers
Texas
$40.2M +$607K +16,080 +2%
BTS
35
BB&T Securities
Virginia
$38.6M +$3.94M +104,264 +12%
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$38.2M +$1.73M +45,924 +5%
JIC
37
Joel Isaacson & Co
New York
$34.8M +$22.3K +592 +0.1%
EHPM
38
Emery Howard Portfolio Management
California
$34M -$273K -7,220 -0.8%
MML Investors Services
39
MML Investors Services
Massachusetts
$33.2M +$1.07M +28,344 +3%
PA
40
Paracle Advisors
Washington
$31.8M +$361K +9,576 +1%
NFG
41
Nadler Financial Group
Illinois
$31.6M +$339K +8,968 +1%
ST
42
Smithfield Trust
Pennsylvania
$31.4M +$250K +6,632 +0.8%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$31.4M +$2.42M +64,216 +9%
CA
44
Clearstead Advisors
Ohio
$31.2M -$2.21M -58,576 -7%
Truist Financial
45
Truist Financial
North Carolina
$29.2M -$543K -14,388 -2%
Stifel Financial
46
Stifel Financial
Missouri
$29M +$1.24M +32,928 +5%
TTWM
47
TCV Trust & Wealth Management
Virginia
$28.6M -$304K -8,044 -1%
RJA
48
Raymond James & Associates
Florida
$28.5M -$939K -24,880 -3%
MA
49
MUFG Americas
New York
$26.5M +$4.94M +130,876 +24%
AFA
50
Arlington Financial Advisors
California
$24.9M +$23M +609,772 New