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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
$61.1M +$750K +5,417 +1%
SFC
27
SYM Financial Corp
Indiana
$60.5M +$1.32M +9,503 +2%
EH
28
Equitable Holdings
New York
$57.4M +$7.31M +52,771 +14%
MD
29
Money Design
Japan
$55.4M +$6.1M +44,054 +12%
AWM
30
Avior Wealth Management
Nebraska
$54.4M +$2.31M +16,714 +4%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$52.7M +$1.86M +13,422 +3%
Mariner
32
Mariner
Kansas
$51.3M +$910K +6,567 +2%
US Bancorp
33
US Bancorp
Minnesota
$50.9M +$323K +2,332 +0.6%
OWM
34
Orgel Wealth Management
Wisconsin
$45.4M +$1.29M +9,331 +3%
LNC
35
Lincoln National Corp
Pennsylvania
$41.7M +$818K +5,905 +2%
CG
36
Colony Group
Massachusetts
$41.4M -$768K -5,542 -2%
Creative Planning
37
Creative Planning
Kansas
$41M +$146K +1,052 +0.3%
RA
38
Rodgers & Associates
Pennsylvania
$40.2M +$2.26M +16,344 +6%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$37.6M -$3.43M -24,771 -8%
MML Investors Services
40
MML Investors Services
Massachusetts
$36.1M -$1.46M -10,576 -4%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$35M +$4.17M +30,123 +13%
TC
42
Trust Company
Kansas
$34.4M -$1.01M -7,316 -3%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$34.2M -$308K -2,224 -0.8%
PAG
44
Private Advisor Group
New Jersey
$32.6M +$50.1K +362 +0.1%
MAM
45
Marotta Asset Management
Virginia
$32.5M -$1.32M -9,540 -4%
IWA
46
Inspirion Wealth Advisors
Illinois
$32.4M +$817K +5,898 +2%
ML
47
McAdam LLC
Pennsylvania
$28.8M +$3.89M +28,121 +15%
KF
48
Krilogy Financial
Missouri
$28.7M -$69.8K -504 -0.2%
JP Morgan Chase
49
JP Morgan Chase
New York
$27.6M +$1.06M +7,670 +4%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$27.4M +$28.9M +208,952 New