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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.85M +$1.6K +22 +0.1%
LPL Financial
27
LPL Financial
California
$1.85M +$133K +1,828 +8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.71M +$411K +5,638 +35%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.29M +$272K +3,730 +29%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.26M +$37.7K +518 +3%
PA
31
PFG Advisors
Arizona
$1.07M -$26.6K -366 -3%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$998K +$930K +12,770 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$986K +$321K +4,408 +54%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$961K
PK
35
Pflug Koory
Nebraska
$893K
KeyBank National Association
36
KeyBank National Association
Ohio
$872K +$463K +6,356 +132%
Creative Planning
37
Creative Planning
Kansas
$859K
Truist Financial
38
Truist Financial
North Carolina
$793K -$597K -8,196 -45%
EWA
39
EP Wealth Advisors
California
$753K
SI
40
Stephens Inc
Arkansas
$653K +$76.7K +1,054 +14%
FP
41
Factorial Partners
New York
$594K
HI
42
Harbour Investments
Wisconsin
$568K +$530K +7,274 New
WHG
43
Westwood Holdings Group
Texas
$565K -$30K -412 -5%
RA
44
Rodgers & Associates
Pennsylvania
$482K
CIBC World Market
45
CIBC World Market
Ontario, Canada
$479K -$123K -1,690 -22%
BCA
46
Biltmore Capital Advisors
New Jersey
$453K -$168K -2,308 -28%
JP Morgan Chase
47
JP Morgan Chase
New York
$446K +$188K +2,582 +83%
BRWA
48
B. Riley Wealth Advisors
Florida
$431K +$5.83K +80 +1%
ADL
49
Asset Dedication LLC
California
$404K
Bessemer Group
50
Bessemer Group
New Jersey
$391K +$364K +5,000 New