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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$47.3M +$532K +4,747 +1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$38.8M +$116K +1,036 +0.3%
LNC
28
Lincoln National Corp
Pennsylvania
$35M -$873K -7,792 -3%
AWM
29
Avior Wealth Management
Nebraska
$33.3M +$240K +2,141 +0.8%
RA
30
Rodgers & Associates
Pennsylvania
$32.1M +$30.2M +269,600 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$30.2M +$4.8M +42,872 +20%
MML Investors Services
32
MML Investors Services
Massachusetts
$29.1M -$393K -3,511 -1%
KF
33
Krilogy Financial
Missouri
$28.3M -$539K -4,808 -2%
IWA
34
Inspirion Wealth Advisors
Illinois
$27.8M +$879K +7,848 +3%
FI
35
FormulaFolio Investments
Michigan
$26.6M +$23.2M +207,024 +1,276%
CCM
36
Condor Capital Management
New Jersey
$25M +$631K +5,636 +3%
SF
37
Summit Financial
New Jersey
$24.5M -$37.7K -337 -0.2%
MAM
38
Marotta Asset Management
Virginia
$23.7M +$1.09M +9,718 +5%
KAS
39
Kestra Advisory Services
Texas
$23.5M +$8.23M +73,477 +59%
EWA
40
ERTS Wealth Advisors
Michigan
$23.4M +$2.87M +25,655 +15%
PAG
41
Private Advisor Group
New Jersey
$22.2M +$782K +6,977 +4%
US Bancorp
42
US Bancorp
Minnesota
$22.1M +$3.92M +35,015 +23%
PCG
43
Private Capital Group
Connecticut
$21.2M -$7.17K -64 -0%
FWI
44
Facet Wealth Inc
Maryland
$20.7M +$19.5M +174,234 New
BIA
45
BHK Investment Advisors
Alabama
$18.7M +$1.67M +14,894 +10%
JP Morgan Chase
46
JP Morgan Chase
New York
$17.9M -$668K -5,962 -4%
MIS
47
Morningstar Investment Services
Illinois
$17.4M +$386K +3,442 +2%
FC
48
Forte Capital
New York
$16.1M -$348K -3,104 -2%
SP
49
Symmetry Partners
Connecticut
$15.8M +$236K +2,110 +2%
RJA
50
Raymond James & Associates
Florida
$15.8M +$1.68M +15,012 +13%