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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$68.5M +$2.31M +29,554 +3%
RT
2
Rockland Trust
Massachusetts
$54.3M +$2M +25,612 +4%
Bank of America
3
Bank of America
North Carolina
$27.1M -$2.3M -29,528 -7%
RIG
4
Ramiah Investment Group
Wisconsin
$19.6M +$21.2M +271,146 New
Morgan Stanley
5
Morgan Stanley
New York
$16.3M +$128K +1,642 +0.7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.4M +$497K +6,368 +3%
SCM
7
Stordahl Capital Management
Colorado
$11.2M +$218K +2,788 +2%
RJA
8
Raymond James & Associates
Florida
$11.1M +$22.6K +290 +0.2%
LFS
9
Lutz Financial Services
Nebraska
$10.7M -$936 -12 -0%
AWM
10
Aberdeen Wealth Management
Illinois
$9.1M -$18.7K -240 -0.2%
UBS Group
11
UBS Group
Switzerland
$7.76M -$312K -3,994 -4%
3F
12
360 Financial
Minnesota
$6.59M +$143K +1,838 +2%
KAS
13
Kestra Advisory Services
Texas
$6.5M -$77.1K -988 -1%
LPL Financial
14
LPL Financial
California
$5.88M +$1.04M +13,298 +20%
RRC
15
Relaxing Retirement Coach
Massachusetts
$4.43M -$63.4K -812 -1%
Wells Fargo
16
Wells Fargo
California
$3.68M -$319K -4,088 -7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.24M +$325K +4,166 +10%
DADC
18
D.A. Davidson & Co
Montana
$3.23M +$49.5K +634 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.48M -$416K -5,334 -13%
NA
20
NewEdge Advisors
Louisiana
$2.47M +$688K +8,814 +35%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.32M -$347K -4,452 -12%
PAG
22
Private Advisor Group
New Jersey
$2.26M -$612K -7,838 -20%
MMA
23
Miracle Mile Advisors
California
$2.24M -$6.55K -84 -0.3%
HI
24
Harbour Investments
Wisconsin
$2.2M +$2.38M +30,488 New
SPIA
25
Steward Partners Investment Advisory
New York
$2.09M -$65.7K -842 -3%