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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$151M -$844K -11,596 -0.6%
UBS AM
52
UBS AM
Illinois
$145M +$146M +2,000,480 New
Truist Financial
53
Truist Financial
North Carolina
$139M -$25.5M -350,648 -15%
JIC
54
Joel Isaacson & Co
New York
$135M +$10.5M +144,128 +8%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$131M -$61M -838,880 -32%
CFB
56
Cullen/Frost Bankers
Texas
$128M +$5.38M +73,964 +4%
BFG
57
Bleakley Financial Group
New Jersey
$126M +$9.69M +133,200 +8%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$123M -$125K -1,724 -0.1%
IPW
59
Invictus Private Wealth
Colorado
$122M +$3.8M +52,248 +3%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$118M +$6.46M +88,756 +6%
CPIG
61
Chicago Partners Investment Group
Illinois
$115M +$1.94M +26,716 +2%
MML Investors Services
62
MML Investors Services
Massachusetts
$111M +$8.13M +111,804 +8%
FSWA
63
Financial Synergies Wealth Advisors
Texas
$111M +$3.1M +42,588 +3%
CCA
64
Catalyst Capital Advisors
New York
$110M
MRC
65
Millburn Ridgefield Corp
New York
$110M
CTB
66
Country Trust Bank
Illinois
$101M +$48M +660,088 +90%
WA
67
Waverly Advisors
Alabama
$99.6M +$84M +1,155,200 +530%
NPT
68
National Philanthropic Trust
Pennsylvania
$99.4M +$13.1M +179,928 +15%
EH
69
Equitable Holdings
New York
$98.2M +$363K +4,996 +0.4%
KAS
70
Kestra Advisory Services
Texas
$96.8M +$3.62M +49,780 +4%
AssetMark Inc
71
AssetMark Inc
California
$96.7M +$4.64M +63,844 +5%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$96.1M -$1.33M -18,312 -1%
KIM
73
Kestra Investment Management
Texas
$95.3M -$62.2M -855,616 -39%
TNBTD
74
Trustmark National Bank Trust Department
Mississippi
$92.7M -$3.78M -51,940 -4%
NA
75
NewEdge Advisors
Louisiana
$91.4M +$9.28M +127,548 +11%