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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
$103M +$4.49M +66,892 +4%
Corient Private Wealth
52
Corient Private Wealth
Florida
$101M +$9.13M +136,076 +9%
IPW
53
Invictus Private Wealth
Colorado
$99.3M +$3.1M +46,140 +3%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$96.3M +$5.55M +82,772 +6%
CAM
55
Cresset Asset Management
Illinois
$95.6M -$322K -4,804 -0.3%
FSWA
56
Financial Synergies Wealth Advisors
Texas
$93.9M +$3.6M +53,632 +4%
CPIG
57
Chicago Partners Investment Group
Illinois
$92.5M +$4.85M +72,200 +5%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$92.1M -$2.61M -38,876 -3%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$90.9M -$1.05M -15,716 -1%
AssetMark Inc
60
AssetMark Inc
California
$88.9M +$529K +7,888 +0.6%
CIAS
61
CBIZ Investment Advisory Services
Ohio
$87.9M +$1.93M +28,708 +2%
BFG
62
Bleakley Financial Group
New Jersey
$87.8M +$4.19M +62,440 +5%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$85.6M +$613K +9,140 +0.7%
MML Investors Services
64
MML Investors Services
Massachusetts
$83.9M -$3.4M -50,728 -4%
PRA
65
Pine Ridge Advisers
New York
$80.8M +$36.2M +539,480 +76%
EH
66
Equitable Holdings
New York
$79.2M +$6.57M +97,928 +9%
LFG
67
Larson Financial Group
Missouri
$79.1M -$5.34M -79,500 -6%
NPT
68
National Philanthropic Trust
Pennsylvania
$75.9M -$1.27M -18,984 -2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$74.3M +$1.35M +20,152 +2%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$73.1M -$123M -1,836,644 -62%
NA
71
NewEdge Advisors
Louisiana
$71.3M +$2.76M +41,108 +4%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.7M -$4.26M -63,476 -5%
KAS
73
Kestra Advisory Services
Texas
$70.6M +$1.32M +19,728 +2%
NFG
74
Nadler Financial Group
Illinois
$70.1M +$1.31M +19,484 +2%
CTC
75
Central Trust Company
Missouri
$69.6M +$313K +4,668 +0.4%