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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
$81M -$2.85M -54,420 -4%
Cerity Partners
52
Cerity Partners
New York
$80.8M +$32M +611,268 +71%
LFG
53
Larson Financial Group
Missouri
$78.9M +$3.97M +75,780 +6%
MML Investors Services
54
MML Investors Services
Massachusetts
$74.9M +$5.81M +110,912 +9%
V
55
Veritable
Delaware
$70.4M +$2.3M +43,948 +4%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$70M -$525K -10,020 -0.8%
IPW
57
Invictus Private Wealth
Colorado
$69.6M +$2.37M +45,192 +4%
JIC
58
Joel Isaacson & Co
New York
$69.3M +$1.68M +32,044 +3%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$68.6M -$1.22M -23,184 -2%
FSWA
60
Financial Synergies Wealth Advisors
Texas
$66.7M +$8.79M +167,604 +16%
CTB
61
Country Trust Bank
Illinois
$65.2M +$2.31K +44 +0%
AssetMark Inc
62
AssetMark Inc
California
$64.8M +$1.92M +36,648 +3%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$64.7M -$1.49M -28,476 -2%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$64M -$1.83M -34,912 -3%
ST
65
Smithfield Trust
Pennsylvania
$61.9M +$1.07M +20,436 +2%
PFO
66
Pathstone Family Office
New Jersey
$61.5M -$1.17M -22,272 -2%
CTC
67
Central Trust Company
Missouri
$61.4M -$1.3M -24,752 -2%
AT
68
American Trust
Kentucky
$60.3M -$3.62M -69,124 -6%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$60.1M -$2.74M -52,352 -5%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$58.8M +$12.4M +235,860 +28%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$58.1M +$1.07M +20,488 +2%
NHC
72
Nicholas Hoffman & Company
Georgia
$57.3M +$2.04M +38,900 +4%
CCM
73
Coldstream Capital Management
Washington
$56.5M +$119K +2,272 +0.2%
CPIG
74
Chicago Partners Investment Group
Illinois
$55.7M +$2.28M +43,476 +5%
PAG
75
Private Advisor Group
New Jersey
$55.3M -$1.73M -32,996 -3%