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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$166M +$14.7M +276,748 +10%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$154M -$4.25M -79,808 -3%
FCI
28
Financial Counselors Inc
Kansas
$144M +$11.8M +221,336 +9%
Goldman Sachs
29
Goldman Sachs
New York
$143M +$2.17M +40,848 +2%
Osaic Holdings
30
Osaic Holdings
Arizona
$139M -$8.35M -156,932 -6%
AF
31
Allworth Financial
California
$136M +$10.9M +204,888 +9%
Stifel Financial
32
Stifel Financial
Missouri
$130M +$772K +14,504 +0.6%
Truist Financial
33
Truist Financial
North Carolina
$121M +$2.38M +44,792 +2%
WANY
34
Wealthspire Advisors (New York)
New York
$117M +$848K +15,944 +0.7%
BPA
35
Beacon Pointe Advisors
California
$116M +$6.39M +120,100 +6%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$113M -$1.53M -28,792 -1%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112M -$928K -17,444 -0.8%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$111M -$22.4M -421,080 -17%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$104M +$35.1M +659,204 +50%
SS
40
Simplicity Solutions
Minnesota
$91.8M +$89.6M +1,683,552 +2,922%
BFG
41
Bleakley Financial Group
New Jersey
$90M +$8.68M +163,244 +11%
CFB
42
Cullen/Frost Bankers
Texas
$90M -$63.8K -1,200 -0.1%
CIAS
43
CBIZ Investment Advisory Services
Ohio
$89M +$83.8M +1,574,216 +1,394%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$88.5M +$11.8M +222,108 +15%
FCB
45
First Command Bank
Texas
$86.8M +$87.4M +1,643,704 +101,714%
FCFS
46
First Command Financial Services
Texas
$86.8M +$87.4M +1,643,704 +101,714%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$84.2M +$622K +11,692 +0.7%
MGIA
48
Moneta Group Investment Advisors
Missouri
$84M +$25M +469,008 +42%
CAM
49
Cresset Asset Management
Illinois
$83.8M -$3.33M -62,632 -4%
HighTower Advisors
50
HighTower Advisors
Illinois
$80.5M -$6.94M -130,436 -8%