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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
26
SYM Financial Corp
Indiana
$62.6M +$2.31M +17,361 +4%
MGIA
27
Moneta Group Investment Advisors
Missouri
$60.3M +$6.01M +45,049 +12%
AWM
28
Avior Wealth Management
Nebraska
$55.2M +$3.2M +23,972 +6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$53.8M +$440K +3,304 +0.9%
US Bancorp
30
US Bancorp
Minnesota
$53.4M -$6.79M -50,922 -12%
EH
31
Equitable Holdings
New York
$53.4M -$1.45M -10,867 -3%
Mariner
32
Mariner
Kansas
$53.3M +$3.27M +24,527 +7%
MD
33
Money Design
Japan
$52.5M +$5.38M +40,394 +12%
MMA
34
Miracle Mile Advisors
California
$49.4M +$1.33M +10,000 +3%
OWM
35
Orgel Wealth Management
Wisconsin
$46.7M +$3.76M +28,186 +9%
CG
36
Colony Group
Massachusetts
$44.5M +$661K +4,956 +2%
Creative Planning
37
Creative Planning
Kansas
$43.2M -$1.05M -7,851 -2%
LNC
38
Lincoln National Corp
Pennsylvania
$43.2M +$2.62M +19,661 +7%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$41.5M -$1.02M -7,645 -2%
RA
40
Rodgers & Associates
Pennsylvania
$40.2M +$1.23M +9,237 +3%
MML Investors Services
41
MML Investors Services
Massachusetts
$39.6M +$1.67M +12,556 +5%
TC
42
Trust Company
Kansas
$37.3M +$1.66M +12,486 +5%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$36.4M +$302K +2,262 +0.9%
MAM
44
Marotta Asset Management
Virginia
$35.6M +$34.3M +257,383 New
PAG
45
Private Advisor Group
New Jersey
$35.4M +$302K +2,264 +0.9%
IWA
46
Inspirion Wealth Advisors
Illinois
$33.4M +$1.11M +8,329 +4%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$32.8M -$13.2M -99,354 -30%
CCM
48
Condor Capital Management
New Jersey
$31.4M +$100K +751 +0.3%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$30.7M -$64.7M -485,229 -69%
KF
50
Krilogy Financial
Missouri
$30.4M +$1.06M +7,967 +4%