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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$124M -$903K -16,716 -0.7%
PAG
27
Private Advisor Group
New Jersey
$120M -$19.5M -360,356 -13%
FCI
28
Financial Counselors Inc
Kansas
$116M +$11.3M +209,672 +10%
MRC
29
Millburn Ridgefield Corp
New York
$116M +$30M +554,696 +31%
CCA
30
Catalyst Capital Advisors
New York
$116M +$30M +554,868 +31%
1832 Asset Management
31
1832 Asset Management
Ontario, Canada
$113M +$32.9M +608,700 +36%
Stifel Financial
32
Stifel Financial
Missouri
$111M +$590K +10,912 +0.5%
Truist Financial
33
Truist Financial
North Carolina
$110M -$4.12M -76,212 -3%
Mariner
34
Mariner
Kansas
$99M +$40M +740,352 +58%
AF
35
Allworth Financial
California
$97M +$1.77M +32,772 +2%
BPA
36
Beacon Pointe Advisors
California
$96.5M -$60.6M -1,122,412 -36%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.8M +$16.6M +306,524 +19%
WANY
38
Wealthspire Advisors (New York)
New York
$93.7M +$4.63M +85,712 +5%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$90.4M +$4.84M +89,544 +5%
Goldman Sachs
40
Goldman Sachs
New York
$87.6M -$1.48M -27,356 -2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$82.3M +$6.37M +117,864 +8%
CIAS
42
CBIZ Investment Advisory Services
Ohio
$80.5M +$88.3M +1,634,376 New
CFB
43
Cullen/Frost Bankers
Texas
$75.2M +$1.67M +30,912 +2%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$72.5M +$12.3M +228,228 +18%
LFG
45
Larson Financial Group
Missouri
$69.6M +$3.15M +58,268 +4%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$68.2M +$5.16M +95,580 +7%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$67.9M +$2.49M +46,008 +3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$64.8M +$5.45M +100,900 +8%
HighTower Advisors
49
HighTower Advisors
Illinois
$62.2M +$866K +16,020 +1%
PFO
50
Pathstone Family Office
New Jersey
$60.8M -$270K -5,004 -0.4%