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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$41.2M +$153K +1,330 +0.4%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$37.6M -$699K -6,065 -2%
MD
28
Money Design
Japan
$35.4M +$3.25M +28,246 +10%
CL
29
Cabana LLC
Arkansas
$35.2M +$12.8M +111,348 +60%
SF
30
Summit Financial
New Jersey
$34.6M -$3.37M -29,263 -9%
FIA
31
Foundations Investment Advisors
Arizona
$30.8M +$10.9M +94,291 +57%
MML Investors Services
32
MML Investors Services
Massachusetts
$30.1M -$1.95M -16,906 -6%
LNC
33
Lincoln National Corp
Pennsylvania
$29.6M +$869K +7,544 +3%
William Blair & Company
34
William Blair & Company
Illinois
$27.9M +$7.27M +63,134 +37%
CCM
35
Condor Capital Management
New Jersey
$26.1M -$249K -2,157 -1%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$25.2M -$287K -2,487 -1%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$22.3M +$298K +2,586 +1%
FC
38
Forte Capital
New York
$20.9M -$1.53M -13,293 -7%
JP Morgan Chase
39
JP Morgan Chase
New York
$20.2M -$2.12M -18,361 -10%
A
40
AdvicePeriod
California
$19.4M +$781K +6,782 +4%
PAG
41
Private Advisor Group
New Jersey
$18.9M +$1.81M +15,708 +11%
AWM
42
Avior Wealth Management
Nebraska
$18.5M +$5.11M +44,390 +40%
RJA
43
Raymond James & Associates
Florida
$17.9M -$281K -2,438 -2%
MAM
44
Marotta Asset Management
Virginia
$17.3M +$16.9M +146,800 New
PCG
45
Private Capital Group
Connecticut
$16.9M -$2.22M -19,309 -12%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$15.2M +$1.7M +14,775 +13%
BFA
47
Bragg Financial Advisors
North Carolina
$15.1M +$587K +5,095 +4%
CA
48
Capital Advantage
California
$14.8M +$132K +1,145 +0.9%
SFG
49
Sage Financial Group
Pennsylvania
$14.7M -$52K -451 -0.4%
RWP
50
RWA Wealth Partners
Massachusetts
$14.2M +$801K +6,949 +6%