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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$9.55M +$640K +7,987 +7%
SWM
27
SVA Wealth Management
Wisconsin
$9.35M -$80.9K -1,009 -0.9%
EWA
28
Exencial Wealth Advisors
Oklahoma
$8.24M -$16.4K -205 -0.2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$7.67M -$1.41M -17,600 -16%
SEIA
30
Signature Estate & Investment Advisors
California
$6.41M +$884K +11,028 +17%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$6.39M +$1.48M +18,467 +31%
LI
32
LMCG Investments
Massachusetts
$6.28M +$838K +10,451 +16%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$5.92M +$3.54M +44,171 +162%
PFA
34
Pure Financial Advisors
California
$5.45M -$99.5K -1,241 -2%
AWM
35
Avior Wealth Management
Nebraska
$4.95M +$4.31M +53,725 +892%
ECM
36
ETrade Capital Management
Virginia
$4.63M +$67.2K +838 +2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$4.07M +$640K +7,979 +19%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$3.68M
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$3.65M -$1.66M -20,652 -32%
SFT
40
Simmons First Trust
Arkansas
$3.62M +$2.4K +30 +0.1%
IFS
41
Ifrah Financial Services
Arkansas
$3.59M -$80.6K -1,005 -2%
ECAM
42
East Coast Asset Management
Massachusetts
$2.93M -$183K -2,284 -6%
BT
43
Beacon Trust
New Jersey
$2.88M +$2.78M +34,712 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$2.87M -$30K -374 -1%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2.86M +$255K +3,175 +10%
SFI
46
SPC Financial Inc
Maryland
$2.58M +$211K +2,629 +9%
BFA
47
Bragg Financial Advisors
North Carolina
$2.5M -$49.1K -612 -2%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$2.46M +$878K +10,950 +59%
WIC
49
Whitegate Investment Counselors
New Hampshire
$2.3M +$2.12M +26,396 New
PFS
50
Prospera Financial Services
Texas
$2.28M +$150K +1,870 +7%