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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$80.4M +$2.25M +42,332 +3%
LFG
52
Larson Financial Group
Missouri
$71.6M +$4.45M +83,616 +7%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$67.6M +$1.48M +27,744 +2%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$66.9M -$496K -9,332 -0.7%
MML Investors Services
55
MML Investors Services
Massachusetts
$65.9M -$5.91M -111,180 -8%
V
56
Veritable
Delaware
$65.1M +$976K +18,352 +2%
JIC
57
Joel Isaacson & Co
New York
$64.7M +$927K +17,416 +1%
IPW
58
Invictus Private Wealth
Colorado
$64.3M +$1.55M +29,084 +2%
TNBTD
59
Trustmark National Bank Trust Department
Mississippi
$63.5M +$7.13M +134,012 +13%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$63.1M +$3.9M +73,236 +7%
CTB
61
Country Trust Bank
Illinois
$62.5M -$3.89M -73,092 -6%
AT
62
American Trust
Kentucky
$61.4M +$26.5M +498,672 +75%
PFO
63
Pathstone Family Office
New Jersey
$60.7M -$506K -9,516 -0.8%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$60.4M +$4.56M +85,752 +8%
CTC
65
Central Trust Company
Missouri
$60.2M -$779K -14,636 -1%
AssetMark Inc
66
AssetMark Inc
California
$60.2M +$942K +17,700 +2%
ST
67
Smithfield Trust
Pennsylvania
$58.1M +$1.01M +19,004 +2%
Cerity Partners
68
Cerity Partners
New York
$55.8M +$6.77M +127,224 +17%
FSWA
69
Financial Synergies Wealth Advisors
Texas
$55.1M +$21.3M +400,220 +62%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$55M +$1.04M +19,516 +2%
PAG
71
Private Advisor Group
New Jersey
$54.3M +$17.2K +324 +0%
CCM
72
Coldstream Capital Management
Washington
$54M -$423K -7,944 -0.8%
NHC
73
Nicholas Hoffman & Company
Georgia
$52.9M +$15.1M +284,296 +40%
NFG
74
Nadler Financial Group
Illinois
$52.1M +$1.48M +27,832 +3%
BFPW
75
BOK Financial Private Wealth
Colorado
$51.6M -$1.37M -25,816 -3%