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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$154M -$16.5M -273,632 -10%
Osaic Holdings
27
Osaic Holdings
Arizona
$154M +$12.2M +202,348 +8%
MIS
28
Morningstar Investment Services
Illinois
$139M -$14.6M -241,280 -9%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$132M +$17M +281,948 +14%
Stifel Financial
30
Stifel Financial
Missouri
$126M +$6.92M +114,584 +6%
FCI
31
Financial Counselors Inc
Kansas
$120M +$3.14M +51,908 +3%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$109M +$76.6M +1,266,880 +219%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$103M +$460K +7,616 +0.4%
Goldman Sachs
34
Goldman Sachs
New York
$97.4M +$14.2M +235,360 +17%
MRC
35
Millburn Ridgefield Corp
New York
$91.3M -$1.18M -19,484 -1%
CCA
36
Catalyst Capital Advisors
New York
$91.3M -$1.17M -19,312 -1%
BPA
37
Beacon Pointe Advisors
California
$90.2M +$7.15M +118,400 +8%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$90.1M +$6.44M +106,640 +8%
WANY
39
Wealthspire Advisors (New York)
New York
$86.3M -$4.31M -71,336 -5%
AF
40
Allworth Financial
California
$85.3M +$76.3M +1,262,944 +711%
CFB
41
Cullen/Frost Bankers
Texas
$82.6M +$3.25M +53,772 +4%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$76M +$316K +5,236 +0.4%
Bessemer Group
43
Bessemer Group
New Jersey
$75.4M +$120K +1,988 +0.2%
MML Investors Services
44
MML Investors Services
Massachusetts
$74.9M +$2.98M +49,348 +4%
LFG
45
Larson Financial Group
Missouri
$74.4M +$2.87M +47,440 +4%
PFO
46
Pathstone Family Office
New Jersey
$73.4M +$161K +2,664 +0.2%
TNBTD
47
Trustmark National Bank Trust Department
Mississippi
$71.6M -$1.46M -24,144 -2%
JIC
48
Joel Isaacson & Co
New York
$70M +$596K +9,856 +0.8%
AF
49
Arrow Financial
New York
$70M -$1.36M -22,524 -2%
CIAS
50
CBIZ Investment Advisory Services
Ohio
$66.8M