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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$260M +$260M +10,941,844 New
Creative Planning
2
Creative Planning
Kansas
$253M +$252M +10,635,468 New
Bank of America
3
Bank of America
North Carolina
$250M +$249M +10,505,868 New
Morgan Stanley
4
Morgan Stanley
New York
$129M +$129M +5,435,120 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$112M +$112M +4,710,180 New
TCT
6
TIAA CREF Trust
Missouri
$101M +$101M +4,252,548 New
U
7
UBS
Switzerland
$76.1M +$75.9M +3,198,812 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$39.9M +$39.8M +1,678,504 New
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$30.8M +$30.8M +1,296,624 New
IAS
10
INR Advisory Services
Pennsylvania
$29.7M +$29.6M +1,247,460 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$27.9M +$27.8M +1,173,052 New
LPL Financial
12
LPL Financial
California
$27.3M +$27.2M +1,148,356 New
JP Morgan Chase
13
JP Morgan Chase
New York
$25.5M +$25.5M +1,073,604 New
EHPM
14
Emery Howard Portfolio Management
California
$24.1M +$24M +1,011,840 New
KIM
15
Karpus Investment Management
New York
$23.2M +$23.1M +974,468 New
NEAM
16
New England Asset Management
Connecticut
$17.7M +$17.7M +744,800 New
TTWM
17
TCV Trust & Wealth Management
Virginia
$16M +$16M +672,992 New
BP
18
Ballentine Partners
Massachusetts
$15M +$14.9M +628,944 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$14.9M +$14.9M +628,192 New
Goldman Sachs
20
Goldman Sachs
New York
$14.1M +$14.1M +594,760 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.4M +$13.4M +565,092 New
TCM
22
TD Capital Management
Tennessee
$13.1M +$13.1M +551,928 New
JFG
23
JMG Financial Group
Illinois
$10.6M +$10.6M +447,540 New
EC
24
Estate Counselors
Wisconsin
$10.3M +$10.2M +431,404 New
WCM
25
Windham Capital Management
Massachusetts
$9.71M +$9.68M +408,112 New
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