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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Catalyst Capital Advisors
New York
$182M -$639K -12,192 -0.4%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$176M -$9.61M -183,400 -5%
MIS
28
Morningstar Investment Services
Illinois
$170M -$5.18M -98,740 -3%
FCI
29
Financial Counselors Inc
Kansas
$156M +$5.71M +108,936 +4%
Goldman Sachs
30
Goldman Sachs
New York
$156M +$6.63M +126,512 +5%
Osaic Holdings
31
Osaic Holdings
Arizona
$152M +$6.87M +131,128 +5%
BPA
32
Beacon Pointe Advisors
California
$146M +$23.6M +451,056 +20%
Stifel Financial
33
Stifel Financial
Missouri
$134M -$1.22M -23,192 -0.9%
HighTower Advisors
34
HighTower Advisors
Illinois
$131M +$44.8M +855,008 +56%
WANY
35
Wealthspire Advisors (New York)
New York
$123M +$26.8K +512 +0%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$121M -$38.3M -730,888 -25%
Truist Financial
37
Truist Financial
North Carolina
$119M -$7.1M -135,368 -6%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$116M +$49.7K +948 +0%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$115M -$2.53M -48,304 -2%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$106M -$2.01M -38,252 -2%
SS
41
Simplicity Solutions
Minnesota
$101M +$4.82M +91,984 +5%
BFG
42
Bleakley Financial Group
New Jersey
$101M +$6.61M +126,136 +7%
MPWT
43
MassMutual Private Wealth & Trust
Connecticut
$97M +$4.46M +85,080 +5%
CFB
44
Cullen/Frost Bankers
Texas
$95.8M +$1.72M +32,852 +2%
CIAS
45
CBIZ Investment Advisory Services
Ohio
$94.6M +$1.67M +31,900 +2%
FCB
46
First Command Bank
Texas
$94.3M +$3.59M +68,536 +4%
FCFS
47
First Command Financial Services
Texas
$94.3M +$3.59M +68,536 +4%
MGIA
48
Moneta Group Investment Advisors
Missouri
$91.7M +$3.79M +72,216 +5%
CAM
49
Cresset Asset Management
Illinois
$87.9M +$373K +7,120 +0.4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$85M -$2.8M -53,452 -3%