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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIS
26
Morningstar Investment Services
Illinois
$166M -$2.12M -41,580 -1%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$153M +$21.8M +428,076 +17%
Mariner
28
Mariner
Kansas
$146M +$16.1M +315,272 +12%
Osaic Holdings
29
Osaic Holdings
Arizona
$142M +$13.8M +270,944 +11%
Goldman Sachs
30
Goldman Sachs
New York
$136M -$21M -412,428 -13%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$128M +$8.81M +172,896 +7%
FCI
32
Financial Counselors Inc
Kansas
$128M +$4.46M +87,628 +4%
Stifel Financial
33
Stifel Financial
Missouri
$125M +$3.05M +59,936 +3%
AF
34
Allworth Financial
California
$121M +$11.9M +232,908 +11%
Truist Financial
35
Truist Financial
North Carolina
$115M -$2.8M -55,040 -2%
WANY
36
Wealthspire Advisors (New York)
New York
$113M +$5.43M +106,620 +5%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$110M -$1.4M -27,560 -1%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M +$5.78M +113,388 +6%
BPA
39
Beacon Pointe Advisors
California
$106M +$1.8M +35,420 +2%
CFB
40
Cullen/Frost Bankers
Texas
$87M +$7.85M +154,164 +10%
HighTower Advisors
41
HighTower Advisors
Illinois
$84.4M +$15.8M +310,536 +23%
CAM
42
Cresset Asset Management
Illinois
$84M +$35.8M +702,292 +74%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$80.8M +$1.39M +27,288 +2%
BFG
44
Bleakley Financial Group
New Jersey
$78.7M +$78.6M +1,543,780 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$75.6M +$2.95M +57,992 +4%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$74.2M +$194K +3,800 +0.3%
MML Investors Services
47
MML Investors Services
Massachusetts
$69.4M +$4.11M +80,724 +6%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$66.7M -$1.71M -33,488 -2%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$65.2M -$6.6M -129,528 -9%
LFG
50
Larson Financial Group
Missouri
$64.9M -$8.1M -158,964 -11%