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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$27.3M +$1.28M +12,147 +5%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$26.3M +$1.15M +10,948 +5%
SB
28
Suntrust Banks
Georgia
$25.4M +$1.38M +13,124 +6%
JCM
29
Jacobi Capital Management
Pennsylvania
$25M -$502K -4,779 -2%
CCM
30
Condor Capital Management
New Jersey
$23.3M +$73.5K +700 +0.3%
LNC
31
Lincoln National Corp
Pennsylvania
$22M +$10.8M +102,548 +101%
MIS
32
Morningstar Investment Services
Illinois
$21.6M +$3.44M +32,719 +20%
FC
33
Forte Capital
New York
$21.4M -$247K -2,348 -1%
MD
34
Money Design
Japan
$21.2M -$5.82M -55,433 -22%
JP Morgan Chase
35
JP Morgan Chase
New York
$19M +$1.37M +13,022 +8%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$18.9M -$1.84M -17,493 -9%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$17.8M -$170K -1,622 -1%
A
38
AdvicePeriod
California
$17.4M +$337K +3,205 +2%
PCG
39
Private Capital Group
Connecticut
$15.4M +$2.17M +20,667 +17%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$15.4M -$3.2M -30,469 -18%
BTS
41
BB&T Securities
Virginia
$15.2M +$634K +6,039 +4%
William Blair & Company
42
William Blair & Company
Illinois
$14.8M +$947K +9,022 +7%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$13.5M -$72.8K -693 -0.6%
SFG
44
Sage Financial Group
Pennsylvania
$13.4M -$31.7K -302 -0.2%
RWP
45
RWA Wealth Partners
Massachusetts
$13.2M +$1.67M +15,941 +15%
RJA
46
Raymond James & Associates
Florida
$13.2M +$479K +4,566 +4%
CA
47
Capital Advantage
California
$13.1M +$722K +6,876 +6%
BFA
48
Bragg Financial Advisors
North Carolina
$12.5M +$539K +5,136 +5%
SCA
49
Spearhead Capital Advisors
Florida
$12.1M +$11.8M +112,566 New
RGI
50
River Global Investors
United Kingdom
$11.8M +$11.5M +109,250 New