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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$177M +$34.9M +636,408 +23%
MIS
27
Morningstar Investment Services
Illinois
$159M -$4.6M -83,892 -3%
Goldman Sachs
28
Goldman Sachs
New York
$156M +$8.61M +156,940 +6%
Charles Schwab
29
Charles Schwab
California
$154M +$162M +2,950,656 New
FCI
30
Financial Counselors Inc
Kansas
$153M +$5.74M +104,720 +4%
HighTower Advisors
31
HighTower Advisors
Illinois
$135M +$12.1M +220,000 +9%
Stifel Financial
32
Stifel Financial
Missouri
$127M -$248K -4,516 -0.2%
PFO
33
Pathstone Family Office
New Jersey
$123M +$68.1M +1,241,504 +110%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M +$79.1M +1,442,460 +160%
WANY
35
Wealthspire Advisors (New York)
New York
$116M -$182K -3,316 -0.1%
Truist Financial
36
Truist Financial
North Carolina
$113M +$785K +14,308 +0.7%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$111M +$2.29M +41,780 +2%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$110M +$750K +13,684 +0.7%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$106M +$5.86M +106,784 +6%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$98.6M -$16.7M -304,744 -14%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$95.7M +$4.12M +75,092 +4%
MGIA
42
Moneta Group Investment Advisors
Missouri
$93.4M +$7.04M +128,404 +8%
FCAS
43
First Command Advisory Services
Texas
$90.8M +$95.7M +1,744,296 New
CIAS
44
CBIZ Investment Advisory Services
Ohio
$87.9M -$1.65M -30,012 -2%
CFB
45
Cullen/Frost Bankers
Texas
$86.9M -$3.84M -70,000 -4%
Cerity Partners
46
Cerity Partners
New York
$85.9M +$10M +182,280 +12%
MRC
47
Millburn Ridgefield Corp
New York
$82.6M -$94.9M -1,730,520 -52%
CCA
48
Catalyst Capital Advisors
New York
$82.6M -$94.9M -1,729,636 -52%
CAM
49
Cresset Asset Management
Illinois
$82.2M -$905K -16,508 -1%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$80.9M +$4.59M +83,724 +6%