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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
$69.7M -$4.51M -55,410 -6%
RT
2
Rockland Trust
Massachusetts
$60.8M +$607K +7,453 +1%
Bank of America
3
Bank of America
North Carolina
$32.8M +$2.62M +32,130 +8%
Morgan Stanley
4
Morgan Stanley
New York
$18.5M +$1.01M +12,460 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.1M +$1.68M +20,623 +11%
SCM
6
Stordahl Capital Management
Colorado
$12.8M +$457K +5,608 +4%
LFS
7
Lutz Financial Services
Nebraska
$11M -$167K -2,047 -1%
AWM
8
Aberdeen Wealth Management
Illinois
$9.97M +$44.4K +545 +0.4%
RJA
9
Raymond James & Associates
Florida
$9.52M -$1.99M -24,454 -17%
UBS Group
10
UBS Group
Switzerland
$8.59M -$1.83M -22,483 -17%
LPL Financial
11
LPL Financial
California
$7.26M +$25.3K +311 +0.3%
KAS
12
Kestra Advisory Services
Texas
$6.28M -$116K -1,425 -2%
RRC
13
Relaxing Retirement Coach
Massachusetts
$4.63M -$489 -6 -0%
Wells Fargo
14
Wells Fargo
California
$4.1M +$902K +11,078 +27%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.18M +$1.2M +14,678 +57%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.17M +$281K +3,448 +9%
HI
17
Harbour Investments
Wisconsin
$2.65M +$115K +1,410 +4%
MMA
18
Miracle Mile Advisors
California
$2.57M +$93.3K +1,146 +4%
Ameriprise
19
Ameriprise
Minnesota
$2.41M +$443K +5,439 +22%
Franklin Resources
20
Franklin Resources
California
$2.26M
MML Investors Services
21
MML Investors Services
Massachusetts
$2.19M +$186K +2,281 +9%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.04M +$732K +8,986 +53%
PAG
23
Private Advisor Group
New Jersey
$1.88M -$24.1K -296 -1%
GA
24
Gateway Advisory
New Jersey
$1.8M +$139K +1,712 +8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.78M -$112K -1,375 -6%