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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
51
Bleakley Financial Group
New Jersey
$136M +$11.9M +160,292 +9%
Truist Financial
52
Truist Financial
North Carolina
$133M -$4.91M -66,044 -3%
CFB
53
Cullen/Frost Bankers
Texas
$127M +$244K +3,280 +0.2%
IPW
54
Invictus Private Wealth
Colorado
$125M +$3.47M +46,740 +3%
CPIG
55
Chicago Partners Investment Group
Illinois
$124M +$365M +4,918,564 +318%
CCA
56
Catalyst Capital Advisors
New York
$121M +$12.4M +166,496 +11%
MRC
57
Millburn Ridgefield Corp
New York
$121M +$12.4M +166,496 +11%
FSWA
58
Financial Synergies Wealth Advisors
Texas
$111M +$1.3M +17,464 +1%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$110M -$6.77M -91,172 -6%
EH
60
Equitable Holdings
New York
$109M +$11.2M +150,112 +11%
KAS
61
Kestra Advisory Services
Texas
$105M +$9.68M +130,228 +10%
MFG
62
Merit Financial Group
Georgia
$103M +$13.5M +182,144 +15%
NPT
63
National Philanthropic Trust
Pennsylvania
$102M +$4.11M +55,304 +4%
CTB
64
Country Trust Bank
Illinois
$102M +$2.38M +32,044 +2%
WA
65
Waverly Advisors
Alabama
$102M +$3.6M +48,400 +4%
MML Investors Services
66
MML Investors Services
Massachusetts
$96.3M -$14.4M -194,164 -13%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$95.8M +$657K +8,836 +0.7%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$95.1M -$35.9M -483,088 -27%
CAM
69
Cresset Asset Management
Illinois
$94.6M -$59.3M -798,380 -38%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$94M +$11.9M +160,272 +14%
NA
71
NewEdge Advisors
Louisiana
$90.6M +$185K +2,488 +0.2%
CTC
72
Central Trust Company
Missouri
$90.3M +$5.21M +70,056 +6%
PRA
73
Pine Ridge Advisers
New York
$87.9M
NFG
74
Nadler Financial Group
Illinois
$86.1M +$3.68M +49,572 +4%
TNBTD
75
Trustmark National Bank Trust Department
Mississippi
$86.1M -$5.83M -78,428 -6%