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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$33M +$767K +7,572 +2%
LNC
27
Lincoln National Corp
Pennsylvania
$30.6M -$3.54K -35 -0%
AWM
28
Avior Wealth Management
Nebraska
$28.1M +$2.22M +21,906 +9%
Goldman Sachs
29
Goldman Sachs
New York
$26.3M +$22.7M +223,888 +624%
MML Investors Services
30
MML Investors Services
Massachusetts
$25.2M +$1.65M +16,327 +7%
CCFM
31
Clear Creek Financial Management
Washington
$25.2M +$25.1M +248,224 New
KF
32
Krilogy Financial
Missouri
$24.6M +$493K +4,870 +2%
IWA
33
Inspirion Wealth Advisors
Illinois
$22.9M +$22.5M +222,253 +6,172%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$21.4M +$6.63M +65,418 +45%
SF
35
Summit Financial
New Jersey
$20.9M +$42K +415 +0.2%
CCM
36
Condor Capital Management
New Jersey
$20.7M -$251K -2,481 -1%
MAM
37
Marotta Asset Management
Virginia
$19.2M +$1.06M +10,416 +6%
PCG
38
Private Capital Group
Connecticut
$18.1M +$311K +3,070 +2%
PAG
39
Private Advisor Group
New Jersey
$17.7M -$216K -2,135 -1%
EWA
40
ERTS Wealth Advisors
Michigan
$17.3M -$1.49M -14,696 -8%
JP Morgan Chase
41
JP Morgan Chase
New York
$15.8M -$431K -4,252 -3%
US Bancorp
42
US Bancorp
Minnesota
$15.3M +$310K +3,058 +2%
BIA
43
BHK Investment Advisors
Alabama
$14.4M -$515K -5,088 -3%
MIS
44
Morningstar Investment Services
Illinois
$14.4M -$1.06M -10,510 -7%
FC
45
Forte Capital
New York
$14M -$810K -7,992 -5%
CA
46
Capital Advantage
California
$13.3M +$294K +2,904 +2%
NYLIM
47
New York Life Investment Management
New York
$13.3M -$10.7M -105,867 -45%
SP
48
Symmetry Partners
Connecticut
$13.2M -$354K -3,491 -3%
BFA
49
Bragg Financial Advisors
North Carolina
$13.2M -$61K -602 -0.5%
EK
50
Evensky & Katz
Florida
$12.9M -$202K -1,999 -2%