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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
26
SYM Financial Corp
Indiana
$112M +$355K +1,837 +0.3%
WA
27
Waverly Advisors
Alabama
$103M -$2.15M -11,131 -2%
US Bancorp
28
US Bancorp
Minnesota
$99.6M -$283K -1,465 -0.3%
Creative Planning
29
Creative Planning
Kansas
$91.9M +$6.1M +31,536 +7%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$82.9M -$924K -4,777 -1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$81M +$1.58M +8,160 +2%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$78.6M -$285K -1,475 -0.4%
JP Morgan Chase
33
JP Morgan Chase
New York
$76.1M -$160K -827 -0.2%
ML
34
McAdam LLC
Pennsylvania
$75.6M +$5.58M +28,850 +8%
RA
35
Rodgers & Associates
Pennsylvania
$73.8M -$133K -685 -0.2%
Truist Financial
36
Truist Financial
North Carolina
$67.2M -$398K -2,058 -0.6%
AWM
37
Avior Wealth Management
Nebraska
$66.3M -$37.2M -192,442 -36%
EFG
38
Everhart Financial Group
Ohio
$63.2M +$49.6M +256,595 +405%
HighTower Advisors
39
HighTower Advisors
Illinois
$61.9M -$2.62M -13,549 -4%
KF
40
Krilogy Financial
Missouri
$60.9M +$1.65M +8,552 +3%
BM
41
Berman McAleer
Maryland
$60.2M -$287K -1,482 -0.5%
CBU
42
CIBC Bancorp USA
Illinois
$58.9M +$4.09M +21,122 +8%
Corient Private Wealth
43
Corient Private Wealth
Florida
$54.3M -$76.6K -396 -0.1%
IWA
44
Inspirion Wealth Advisors
Illinois
$52M -$667K -3,448 -1%
TC
45
Trust Company
Kansas
$51.5M -$93.3K -482 -0.2%
MML Investors Services
46
MML Investors Services
Massachusetts
$49.2M +$1.37M +7,068 +3%
KAS
47
Kestra Advisory Services
Texas
$48.8M +$16M +82,471 +50%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$45.8M
HIP
49
HUB Investment Partners
Texas
$44.1M -$2.44M -12,615 -5%
BEI
50
Benjamin Edwards Inc
Missouri
$43.5M +$2.12M +10,951 +5%