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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
26
Summit Financial
New Jersey
$34.7M +$2.3M +20,716 +7%
MD
27
Money Design
Japan
$30.5M +$2.7M +24,293 +10%
MML Investors Services
28
MML Investors Services
Massachusetts
$30.4M +$590K +5,310 +2%
LNC
29
Lincoln National Corp
Pennsylvania
$27.2M +$3.05M +27,431 +13%
MIS
30
Morningstar Investment Services
Illinois
$25.9M +$8.14M +73,300 +47%
CCM
31
Condor Capital Management
New Jersey
$24.9M -$80.5K -725 -0.3%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$24.2M -$364K -3,273 -2%
FC
33
Forte Capital
New York
$21.3M -$319K -2,876 -2%
JP Morgan Chase
34
JP Morgan Chase
New York
$21.2M +$781K +7,030 +4%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$20.8M -$485K -4,367 -2%
CL
36
Cabana LLC
Arkansas
$20.8M +$20M +180,113 +4,305%
William Blair & Company
37
William Blair & Company
Illinois
$19.3M +$2.38M +21,397 +14%
FIA
38
Foundations Investment Advisors
Arizona
$18.2M +$17.7M +159,685 +2,501%
PCG
39
Private Capital Group
Connecticut
$18.2M +$7.83M +70,512 +78%
A
40
AdvicePeriod
California
$17.7M -$1.12M -10,099 -6%
RJA
41
Raymond James & Associates
Florida
$17.2M +$2.33M +20,963 +16%
PAG
42
Private Advisor Group
New Jersey
$16.2M +$4.47M +40,214 +39%
SFG
43
Sage Financial Group
Pennsylvania
$14M -$62.4K -562 -0.5%
CA
44
Capital Advantage
California
$13.8M +$13.5M +121,914 New
BFA
45
Bragg Financial Advisors
North Carolina
$13.8M +$295K +2,652 +2%
SP
46
Symmetry Partners
Connecticut
$13.1M +$468K +4,217 +4%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$12.7M -$1.44M -12,947 -10%
RWP
48
RWA Wealth Partners
Massachusetts
$12.7M -$1.71M -15,438 -12%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$12.6M +$7.7M +69,342 +166%
AWM
50
Avior Wealth Management
Nebraska
$12.6M +$311K +2,804 +3%