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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$52.3M +$4.75M +35,124 +9%
EH
27
Equitable Holdings
New York
$52M -$2.6M -19,205 -4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$50.1M +$2.33M +17,192 +4%
US Bancorp
29
US Bancorp
Minnesota
$46.4M +$4.31M +31,847 +9%
AWM
30
Avior Wealth Management
Nebraska
$44.1M +$3.26M +24,087 +7%
Creative Planning
31
Creative Planning
Kansas
$43.5M -$1.57M -11,622 -3%
Mariner
32
Mariner
Kansas
$41.8M +$8.69M +64,210 +23%
MML Investors Services
33
MML Investors Services
Massachusetts
$40.1M +$4.56M +33,668 +11%
OWM
34
Orgel Wealth Management
Wisconsin
$37.8M +$11.8M +87,311 +39%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$37.6M -$2.71M -20,043 -7%
MD
36
Money Design
Japan
$36.8M +$18.6M +137,704 +84%
MMA
37
Miracle Mile Advisors
California
$36.4M +$3.1M +22,878 +8%
CG
38
Colony Group
Massachusetts
$36.1M +$5.02M +37,064 +14%
EWA
39
EP Wealth Advisors
California
$35.9M +$4.84M +35,783 +14%
LNC
40
Lincoln National Corp
Pennsylvania
$35.8M +$1.42M +10,479 +4%
RA
41
Rodgers & Associates
Pennsylvania
$34.6M +$758K +5,603 +2%
MGIA
42
Moneta Group Investment Advisors
Missouri
$32.6M -$446K -3,293 -1%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$32.1M -$1.25M -9,197 -3%
TC
44
Trust Company
Kansas
$32.1M -$2.39M -17,688 -6%
IWA
45
Inspirion Wealth Advisors
Illinois
$29.7M +$7.04K +52 +0%
MAM
46
Marotta Asset Management
Virginia
$29.3M +$1.26M +9,336 +4%
PPW
47
Parcion Private Wealth
Washington
$28.4M -$1.73M -12,775 -5%
CCM
48
Condor Capital Management
New Jersey
$27.2M +$137K +1,012 +0.5%
RJA
49
Raymond James & Associates
Florida
$26.5M +$6.4M +47,243 +28%
KF
50
Krilogy Financial
Missouri
$26.1M +$971K +7,176 +3%