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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$110M +$12.2M +252,608 +14%
Osaic Holdings
27
Osaic Holdings
Arizona
$107M -$5.55M -114,656 -5%
MIS
28
Morningstar Investment Services
Illinois
$106M -$6.5M -134,328 -6%
Stifel Financial
29
Stifel Financial
Missouri
$99.3M +$9.75M +201,424 +12%
FCI
30
Financial Counselors Inc
Kansas
$93.1M +$6.27M +129,412 +8%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$88.7M +$1.38M +28,576 +2%
ECM
32
ExodusPoint Capital Management
New York
$82.7M +$77.5M +1,600,000 New
MRC
33
Millburn Ridgefield Corp
New York
$82.2M -$14.1M -291,500 -15%
CCA
34
Catalyst Capital Advisors
New York
$82.1M -$14.1M -291,940 -16%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$80.5M +$7.63M +157,588 +11%
WANY
36
Wealthspire Advisors (New York)
New York
$79.4M +$66.5M +1,373,008 +847%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$72.8M +$1.35M +27,812 +2%
CFB
38
Cullen/Frost Bankers
Texas
$69M +$3M +61,920 +5%
Goldman Sachs
39
Goldman Sachs
New York
$67.7M +$7.54M +155,640 +13%
RJA
40
Raymond James & Associates
Florida
$67.4M +$6.69M +138,244 +12%
PFO
41
Pathstone Family Office
New Jersey
$64.7M +$52.5M +1,084,920 +648%
CIAS
42
CBIZ Investment Advisory Services
Ohio
$62.2M
Baird Financial Group
43
Baird Financial Group
Wisconsin
$60.8M +$2.01M +41,452 +4%
NNP
44
Nachman Norwood & Parrott
South Carolina
$60.6M +$96.8K +2,000 +0.2%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$57.6M -$1.65M -34,084 -3%
TNBTD
46
Trustmark National Bank Trust Department
Mississippi
$57.5M -$702K -14,496 -1%
LFG
47
Larson Financial Group
Missouri
$57.3M +$3.64M +75,176 +7%
JIC
48
Joel Isaacson & Co
New York
$55.7M +$572K +11,808 +1%
MML Investors Services
49
MML Investors Services
Massachusetts
$55.4M -$2.15M -44,412 -4%
ST
50
Smithfield Trust
Pennsylvania
$52.7M -$612K -12,636 -1%