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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$80.8M +$409K +7,460 +0.5%
LFG
52
Larson Financial Group
Missouri
$77.8M +$3.38M +61,656 +4%
MML Investors Services
53
MML Investors Services
Massachusetts
$74.8M +$4.12M +75,196 +6%
NHC
54
Nicholas Hoffman & Company
Georgia
$71.6M +$18.3M +332,796 +32%
WSTAM
55
Wilbanks Smith & Thomas Asset Management
Virginia
$70.3M +$4.34M +79,168 +6%
SS
56
Simplicity Solutions
Minnesota
$68.8M -$28M -510,780 -28%
BFG
57
Bleakley Financial Group
New Jersey
$68.3M -$28.6M -521,304 -28%
IPW
58
Invictus Private Wealth
Colorado
$67.9M +$2.22M +40,496 +3%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$67.7M +$4.58M +83,488 +7%
JIC
60
Joel Isaacson & Co
New York
$66.5M +$1.02M +18,528 +1%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$66.1M +$11M +201,416 +19%
FSWA
62
Financial Synergies Wealth Advisors
Texas
$64.8M +$1.8M +32,828 +3%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$64.3M -$575K -10,484 -0.8%
AssetMark Inc
64
AssetMark Inc
California
$63.8M +$2.58M +47,128 +4%
CAN
65
Cetera Advisor Networks
California
$63.6M +$32.6M +594,060 +95%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$61.9M +$10.8M +196,820 +20%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$61M +$4.34M +79,088 +7%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$60.3M -$922K -16,812 -1%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$59.9M +$4.69M +85,556 +8%
AT
70
American Trust
Kentucky
$59.7M +$2.76M +50,400 +5%
ST
71
Smithfield Trust
Pennsylvania
$58.9M +$563K +10,268 +0.9%
CTC
72
Central Trust Company
Missouri
$57.4M -$805K -14,684 -1%
CCM
73
Coldstream Capital Management
Washington
$53.8M +$397K +7,244 +0.7%
CPIG
74
Chicago Partners Investment Group
Illinois
$52.7M +$3.49M +63,676 +6%
Corient Private Wealth
75
Corient Private Wealth
Florida
$52.5M +$1.16M +21,172 +2%