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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
26
Financial Counselors Inc
Kansas
$179M +$6.75M +126,332 +4%
Goldman Sachs
27
Goldman Sachs
New York
$174M -$701K -13,116 -0.4%
HighTower Advisors
28
HighTower Advisors
Illinois
$174M +$20.5M +383,004 +15%
Osaic Holdings
29
Osaic Holdings
Arizona
$165M -$30M -561,740 -17%
Charles Schwab
30
Charles Schwab
California
$157M -$13.6M -255,160 -9%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M +$5.17M +96,676 +4%
BPA
32
Beacon Pointe Advisors
California
$136M -$62.8M -1,175,492 -33%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$133M +$123M +2,293,296 New
WANY
34
Wealthspire Advisors (New York)
New York
$130M +$349K +6,540 +0.3%
Stifel Financial
35
Stifel Financial
Missouri
$125M -$15.6M -291,052 -12%
Truist Financial
36
Truist Financial
North Carolina
$124M -$2.8M -52,464 -2%
CAM
37
Cresset Asset Management
Illinois
$118M +$23.6M +442,020 +28%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$116M -$7.04M -131,688 -6%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$116M +$23.4M +437,260 +28%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$114M -$8.42M -157,592 -7%
Cerity Partners
41
Cerity Partners
New York
$112M +$1.25B +23,351,832 +1,415%
MGIA
42
Moneta Group Investment Advisors
Missouri
$111M +$6.18M +115,620 +6%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$108M -$9.27M -173,552 -9%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$108M +$1.27M +23,784 +1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$108M +$31.7M +594,168 +48%
FCAS
46
First Command Advisory Services
Texas
$105M +$2.94M +55,092 +3%
NHC
47
Nicholas Hoffman & Company
Georgia
$104M +$22.1M +413,648 +30%
CIAS
48
CBIZ Investment Advisory Services
Ohio
$101M +$2.94M +55,024 +3%
CFB
49
Cullen/Frost Bankers
Texas
$97M -$109K -2,040 -0.1%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$90.6M +$330K +6,176 +0.4%