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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$119M +$26.3M +401,228 +31%
CFB
52
Cullen/Frost Bankers
Texas
$119M +$3.57M +54,396 +3%
JIC
53
Joel Isaacson & Co
New York
$118M +$6.25M +95,208 +6%
CCA
54
Catalyst Capital Advisors
New York
$113M
MRC
55
Millburn Ridgefield Corp
New York
$113M
BFG
56
Bleakley Financial Group
New Jersey
$112M +$16.1M +245,160 +18%
IPW
57
Invictus Private Wealth
Colorado
$112M +$3.8M +57,944 +4%
Corient Private Wealth
58
Corient Private Wealth
Florida
$111M +$726K +11,064 +0.7%
CIA
59
Choate Investment Advisors
Massachusetts
$110M -$5.8M -88,372 -5%
CPIG
60
Chicago Partners Investment Group
Illinois
$104M +$1.38M +21,072 +1%
FSWA
61
Financial Synergies Wealth Advisors
Texas
$102M +$844K +12,856 +0.9%
AssetMark Inc
62
AssetMark Inc
California
$102M +$5.29M +80,572 +6%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$100M +$555K +8,456 +0.6%
CIAS
64
CBIZ Investment Advisory Services
Ohio
$98.7M +$3.3M +50,304 +4%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$96.2M -$12.2M -185,200 -12%
CAM
66
Cresset Asset Management
Illinois
$93.2M -$9.87M -150,400 -10%
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$93.1M +$433K +6,604 +0.5%
EH
68
Equitable Holdings
New York
$90M +$3.96M +60,308 +5%
PRA
69
Pine Ridge Advisers
New York
$87.8M +$328K +5,000 +0.4%
KAS
70
Kestra Advisory Services
Texas
$85.5M +$8.52M +129,816 +12%
NPT
71
National Philanthropic Trust
Pennsylvania
$84.7M +$2.41M +36,776 +3%
NA
72
NewEdge Advisors
Louisiana
$81.4M +$3.98M +60,708 +6%
CTC
73
Central Trust Company
Missouri
$77.6M +$2.1M +31,960 +3%
NFG
74
Nadler Financial Group
Illinois
$76.8M +$919K +14,004 +1%
PAI
75
Pittenger & Anderson Inc
Nebraska
$75.1M +$882K +13,444 +1%