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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cranbrook Wealth Management
Michigan
$10.1M +$2.18K +26 +0%
SWM
27
SVA Wealth Management
Wisconsin
$9.98M +$168K +2,000 +2%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$9.2M +$2.4M +28,662 +37%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$9.07M +$988K +11,779 +13%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$8.79M +$4.78M +56,969 +129%
EWA
31
Exencial Wealth Advisors
Oklahoma
$8.63M -$78K -930 -0.9%
FIG
32
FundX Investment Group
California
$8.61M -$2.09M -24,940 -20%
SEIA
33
Signature Estate & Investment Advisors
California
$7.72M +$961K +11,455 +15%
LI
34
LMCG Investments
Massachusetts
$7.12M +$508K +6,057 +8%
Jane Street
35
Jane Street
New York
$6.36M +$4.28M +51,088 +231%
PSW
36
Portfolio Strategies (Washington)
Washington
$6.14M +$5.92M +70,599 New
AWM
37
Avior Wealth Management
Nebraska
$5.8M +$586K +6,988 +12%
PFA
38
Pure Financial Advisors
California
$5.69M -$97.1K -1,158 -2%
ECM
39
ETrade Capital Management
Virginia
$5M +$135K +1,610 +3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$4.92M -$1.24M -14,840 -21%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$4.59M +$306K +3,645 +7%
CB
42
Commerce Bank
Missouri
$4.42M +$4.26M +50,810 New
IA
43
Ibbotson Associates
Illinois
$4.33M +$2.09M +24,900 +100%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$4.3M +$1.91M +22,739 +85%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$4.2M +$1.56M +18,610 +63%
TNBTD
46
Trustmark National Bank Trust Department
Mississippi
$3.86M
SFT
47
Simmons First Trust
Arkansas
$3.79M -$7.63K -91 -0.2%
IFS
48
Ifrah Financial Services
Arkansas
$3.72M -$46.2K -551 -1%
WCM
49
Weatherstone Capital Management
Colorado
$3.45M +$3.33M +39,670 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$3.27M +$259K +3,084 +9%