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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
51
Joel Isaacson & Co
New York
$101M +$4.83M +71,144 +5%
IPW
52
Invictus Private Wealth
Colorado
$98.4M +$2.55M +37,628 +3%
CAM
53
Cresset Asset Management
Illinois
$97.9M -$1.17M -17,296 -1%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$96.6M -$674K -9,924 -0.7%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$93.9M -$5.48M -80,752 -5%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$92.8M +$2.87M +42,208 +3%
FSWA
57
Financial Synergies Wealth Advisors
Texas
$92.3M +$1.25M +18,444 +1%
AssetMark Inc
58
AssetMark Inc
California
$90.2M +$6.58M +96,972 +8%
CPIG
59
Chicago Partners Investment Group
Illinois
$89.8M +$1.67M +24,576 +2%
MML Investors Services
60
MML Investors Services
Massachusetts
$89M -$153K -2,252 -0.2%
CIAS
61
CBIZ Investment Advisory Services
Ohio
$87.9M +$1.05M +15,536 +1%
TNBTD
62
Trustmark National Bank Trust Department
Mississippi
$86.9M +$6.99M +102,984 +8%
LFG
63
Larson Financial Group
Missouri
$86M -$8.61M -126,880 -9%
BFG
64
Bleakley Financial Group
New Jersey
$85.5M -$12.2M -180,208 -12%
NPT
65
National Philanthropic Trust
Pennsylvania
$78.8M +$9.53M +140,396 +13%
Corient Private Wealth
66
Corient Private Wealth
Florida
$76.8M -$17.4M -256,368 -15%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.4M -$6.02M -88,652 -7%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$74.5M +$536K +7,892 +0.7%
EH
69
Equitable Holdings
New York
$74.5M +$3.21M +47,240 +4%
KAS
70
Kestra Advisory Services
Texas
$70.8M -$14.9M -219,648 -17%
CTC
71
Central Trust Company
Missouri
$70.8M -$122K -1,796 -0.2%
NFG
72
Nadler Financial Group
Illinois
$70.3M +$653K +9,612 +0.9%
NA
73
NewEdge Advisors
Louisiana
$70.1M +$9.54M +140,452 +15%
OAM
74
Oppenheimer Asset Management
New York
$69.5M +$1.54M +22,664 +2%
PAI
75
Pittenger & Anderson Inc
Nebraska
$68.4M +$1.25M +18,444 +2%