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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$146M +$5.29M +73,596 +4%
JIC
52
Joel Isaacson & Co
New York
$126M +$2.11M +29,336 +2%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$124M -$797K -11,092 -0.7%
CFB
54
Cullen/Frost Bankers
Texas
$124M -$367K -5,116 -0.3%
IPW
55
Invictus Private Wealth
Colorado
$120M +$2.97M +41,344 +3%
BFG
56
Bleakley Financial Group
New Jersey
$117M -$394K -5,484 -0.3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$113M +$7.78M +108,280 +8%
CCA
58
Catalyst Capital Advisors
New York
$112M -$7.06M -98,316 -6%
MRC
59
Millburn Ridgefield Corp
New York
$112M -$7.06M -98,316 -6%
CPIG
60
Chicago Partners Investment Group
Illinois
$111M +$5.54M +77,200 +5%
FSWA
61
Financial Synergies Wealth Advisors
Texas
$109M +$1.72M +23,932 +2%
MML Investors Services
62
MML Investors Services
Massachusetts
$105M -$19.7M -274,432 -16%
EH
63
Equitable Holdings
New York
$99M +$4.51M +62,748 +5%
Corient Private Wealth
64
Corient Private Wealth
Florida
$98.9M -$14.3M -199,448 -13%
CAM
65
Cresset Asset Management
Illinois
$98.7M +$778K +10,832 +0.8%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$98.6M -$2.25M -31,312 -2%
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$97.6M -$101K -1,412 -0.1%
KAS
68
Kestra Advisory Services
Texas
$94.3M +$4.44M +61,880 +5%
AssetMark Inc
69
AssetMark Inc
California
$93.2M -$13.4M -186,476 -13%
PRA
70
Pine Ridge Advisers
New York
$89.9M -$2.2M -30,640 -2%
NPT
71
National Philanthropic Trust
Pennsylvania
$87.4M -$1.53M -21,296 -2%
CTC
72
Central Trust Company
Missouri
$83.9M +$2.43M +33,800 +3%
NA
73
NewEdge Advisors
Louisiana
$83.1M -$2.27M -31,672 -3%
NFG
74
Nadler Financial Group
Illinois
$82.8M +$2.08M +28,912 +3%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$81M +$7.1M +98,832 +10%