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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$99.1M +$4.44M +70,776 +4%
CAM
52
Cresset Asset Management
Illinois
$99M -$1.93M -30,724 -2%
BFG
53
Bleakley Financial Group
New Jersey
$97.3M +$738K +11,752 +0.8%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$97.2M +$152K +2,416 +0.2%
JIC
55
Joel Isaacson & Co
New York
$96M +$3M +47,768 +3%
IPW
56
Invictus Private Wealth
Colorado
$95.8M +$1.83M +29,124 +2%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$94.5M -$1.79M -28,448 -2%
LFG
58
Larson Financial Group
Missouri
$94.3M -$5.2M -82,820 -5%
FSWA
59
Financial Synergies Wealth Advisors
Texas
$91M +$2.34M +37,204 +3%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$89.9M +$2.73M +43,504 +3%
MML Investors Services
61
MML Investors Services
Massachusetts
$89.1M -$1M -16,004 -1%
CPIG
62
Chicago Partners Investment Group
Illinois
$88M +$2.63M +41,904 +3%
CIAS
63
CBIZ Investment Advisory Services
Ohio
$86.8M +$1.68M +26,736 +2%
KAS
64
Kestra Advisory Services
Texas
$85.2M -$8.87M -141,316 -10%
AssetMark Inc
65
AssetMark Inc
California
$83.7M +$1.03M +16,388 +1%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.2M -$5.78M -92,032 -7%
MIS
67
Morningstar Investment Services
Illinois
$82.2M -$2.54M -40,484 -3%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$80M +$4.12M +65,620 +6%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$73.9M -$2.2M -34,960 -3%
EH
70
Equitable Holdings
New York
$71.3M +$4.85M +77,276 +8%
CTC
71
Central Trust Company
Missouri
$70.8M -$1.07M -16,976 -2%
NFG
72
Nadler Financial Group
Illinois
$69.6M +$628K +10,004 +1%
ST
73
Smithfield Trust
Pennsylvania
$69.5M -$2.45M -39,036 -4%
NPT
74
National Philanthropic Trust
Pennsylvania
$69.4M +$13.3M +211,052 +25%
OAM
75
Oppenheimer Asset Management
New York
$68M -$1.14M -18,164 -2%