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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$52.2M +$52.9M +374,302 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$46M +$1.35M +9,524 +3%
Creative Planning
28
Creative Planning
Kansas
$45.3M -$30.7M -217,217 -40%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$44.1M +$1.61M +11,364 +4%
BWL
30
Bogart Wealth LLC
Virginia
$40.9M -$5.34M -37,790 -11%
FWI
31
Facet Wealth Inc
Maryland
$40.9M +$8.71M +61,613 +27%
AWM
32
Avior Wealth Management
Nebraska
$40.1M -$36.3K -257 -0.1%
LNC
33
Lincoln National Corp
Pennsylvania
$39.9M -$2.1M -14,849 -5%
RA
34
Rodgers & Associates
Pennsylvania
$37.8M +$76.3K +540 +0.2%
MML Investors Services
35
MML Investors Services
Massachusetts
$36.5M +$1.69M +11,941 +5%
PAG
36
Private Advisor Group
New Jersey
$35.1M +$2M +14,119 +6%
KF
37
Krilogy Financial
Missouri
$33.7M +$13.3K +94 +0%
IWA
38
Inspirion Wealth Advisors
Illinois
$33.5M +$545K +3,859 +2%
US Bancorp
39
US Bancorp
Minnesota
$31.3M +$325K +2,298 +1%
CCM
40
Condor Capital Management
New Jersey
$30.2M +$900K +6,366 +3%
MAM
41
Marotta Asset Management
Virginia
$27.6M +$41.7K +295 +0.2%
SF
42
Summit Financial
New Jersey
$25.5M -$3.2M -22,636 -11%
EC
43
Estate Counselors
Wisconsin
$23.5M +$23.7M +167,490 New
BIA
44
BHK Investment Advisors
Alabama
$22.5M +$451K +3,190 +2%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$21.1M -$707 -5 -0.1%
EWA
46
ERTS Wealth Advisors
Michigan
$19.4M -$9.6M -67,901 -33%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$19.3M +$19.4M +137,208 +72,215%
SP
48
Symmetry Partners
Connecticut
$19.2M -$40.1K -284 -0.2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$19M -$33.1K -234 -0.2%
PWM
50
Praetorian Wealth Management
California
$18.8M +$1.44M +10,164 +8%