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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
Simplicity Wealth
New Jersey
$91.4M +$5.65M +93,036 +7%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$89M -$3.68M -60,624 -4%
BFG
53
Bleakley Financial Group
New Jersey
$88.6M +$3.72M +61,160 +4%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$88.4M -$1.52M -24,968 -2%
IPW
55
Invictus Private Wealth
Colorado
$86.1M +$2.54M +41,828 +3%
JIC
56
Joel Isaacson & Co
New York
$85.2M +$3.81M +62,688 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$82.7M +$473K +7,776 +0.6%
FSWA
58
Financial Synergies Wealth Advisors
Texas
$81.3M +$1.5M +24,748 +2%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81M -$3.13M -51,484 -4%
CPIG
60
Chicago Partners Investment Group
Illinois
$80.2M +$2.46M +40,504 +3%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$79.9M +$1.25M +20,644 +2%
KAS
62
Kestra Advisory Services
Texas
$78.6M +$25.7M +422,632 +42%
MIS
63
Morningstar Investment Services
Illinois
$78.1M -$11.4M -188,416 -13%
CIAS
64
CBIZ Investment Advisory Services
Ohio
$78M -$55.2M -908,036 -41%
AssetMark Inc
65
AssetMark Inc
California
$75.9M +$456K +7,508 +0.6%
Corient Private Wealth
66
Corient Private Wealth
Florida
$71.2M +$3.39M +55,852 +5%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$70M -$3.03M -49,840 -4%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$69.4M +$4.87M +80,084 +8%
CTC
69
Central Trust Company
Missouri
$66M -$395K -6,504 -0.6%
ST
70
Smithfield Trust
Pennsylvania
$66M -$1.83M -30,040 -3%
OAM
71
Oppenheimer Asset Management
New York
$63.5M +$5.24M +86,268 +9%
NFG
72
Nadler Financial Group
Illinois
$63.3M +$1.27M +20,956 +2%
AT
73
American Trust
Kentucky
$61.8M +$23.4M +385,164 +61%
EH
74
Equitable Holdings
New York
$60.7M +$3.08M +50,756 +5%
AWM
75
Axxcess Wealth Management
California
$60.5M +$1.57M +25,836 +3%