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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$176M +$678K +11,152 +0.4%
CA
27
Clearstead Advisors
Ohio
$160M +$93.3M +1,535,200 +138%
HighTower Advisors
28
HighTower Advisors
Illinois
$158M -$2.82M -46,476 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$155M -$2.86M -46,984 -2%
BPA
30
Beacon Pointe Advisors
California
$152M -$1.96M -32,220 -1%
NHC
31
Nicholas Hoffman & Company
Georgia
$149M +$18.4M +303,568 +14%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$144M +$1.96M +32,304 +1%
Stifel Financial
33
Stifel Financial
Missouri
$135M -$20.4M -335,624 -13%
Truist Financial
34
Truist Financial
North Carolina
$135M +$57.7M +950,072 +75%
WANY
35
Wealthspire Advisors (New York)
New York
$131M -$2.02M -33,300 -2%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$129M -$521K -8,568 -0.4%
Cerity Partners
37
Cerity Partners
New York
$128M +$14.6M +240,656 +13%
MGIA
38
Moneta Group Investment Advisors
Missouri
$127M +$4.51M +74,172 +4%
FCAS
39
First Command Advisory Services
Texas
$117M +$3.6M +59,176 +3%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$116M -$3.25M -53,412 -3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$116M +$1.43M +23,608 +1%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$114M +$1.18M +19,388 +1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$114M +$10.4M +170,704 +10%
CFB
44
Cullen/Frost Bankers
Texas
$101M +$654K +10,768 +0.7%
CCA
45
Catalyst Capital Advisors
New York
$98.2M +$4.75M +78,092 +5%
MRC
46
Millburn Ridgefield Corp
New York
$98.2M +$4.75M +78,092 +5%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$96M -$9.48M -155,996 -9%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$95.7M +$1.75M +28,800 +2%
CAM
49
Cresset Asset Management
Illinois
$93M -$290K -4,768 -0.3%
LFG
50
Larson Financial Group
Missouri
$91.5M -$2.82M -46,392 -3%