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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIS
26
Morningstar Investment Services
Illinois
$67.2M +$15.1M +364,184 +22%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$63.3M +$53.3M +1,286,520 +202%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$56.4M +$5.57M +134,624 +9%
Stifel Financial
29
Stifel Financial
Missouri
$56.2M +$7.86M +189,792 +12%
WANY
30
Wealthspire Advisors (New York)
New York
$49M +$61.7M +1,489,848 New
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$48.6M -$25.2M -607,500 -29%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$44.7M +$9.69M +233,904 +21%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$43.1M -$10.5M -252,456 -16%
CIAS
34
CBIZ Investment Advisory Services
Ohio
$42.8M
PAG
35
Private Advisor Group
New Jersey
$40.8M +$24.3M +587,872 +90%
CFB
36
Cullen/Frost Bankers
Texas
$39.8M +$2.2M +53,108 +5%
TNBTD
37
Trustmark National Bank Trust Department
Mississippi
$39.7M -$10.1M -244,904 -17%
CAW
38
Cornerstone Advisors (Washington)
Washington
$39M -$45M -1,086,120 -48%
Goldman Sachs
39
Goldman Sachs
New York
$38.6M -$1.9M -45,912 -4%
V
40
Veritable
Delaware
$36M -$2.07M -49,992 -4%
MML Investors Services
41
MML Investors Services
Massachusetts
$35.7M +$2.33M +56,208 +5%
RJA
42
Raymond James & Associates
Florida
$35.6M -$12.1M -291,688 -21%
NNP
43
Nachman Norwood & Parrott
South Carolina
$34.7M -$520K -12,568 -1%
JIC
44
Joel Isaacson & Co
New York
$34.3M +$515K +12,436 +1%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$33M +$7.58M +183,156 +22%
ST
46
Smithfield Trust
Pennsylvania
$32.9M +$5.56M +134,168 +16%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$32.6M +$1.71M +41,216 +4%
PA
48
Paracle Advisors
Washington
$32.5M -$5.84M -141,048 -12%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$32.2M +$11.5M +277,356 +40%
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$27.8M +$5.69M +137,316 +19%