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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MD
26
Money Design
Japan
$76.5M +$5.28M +34,785 +7%
SFC
27
SYM Financial Corp
Indiana
$76.3M +$2.33M +15,377 +3%
AWM
28
Avior Wealth Management
Nebraska
$75M +$10.3M +67,931 +16%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$70.9M -$780K -5,140 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$65.7M -$5.23M -34,439 -7%
Mariner
31
Mariner
Kansas
$63.6M +$3.85M +25,404 +6%
US Bancorp
32
US Bancorp
Minnesota
$62.2M +$664K +4,376 +1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$61.1M -$837K -5,519 -1%
Truist Financial
34
Truist Financial
North Carolina
$56.5M -$971K -6,399 -2%
Creative Planning
35
Creative Planning
Kansas
$55.1M +$9.93M +65,453 +22%
EH
36
Equitable Holdings
New York
$52.6M -$18.6M -122,467 -26%
RA
37
Rodgers & Associates
Pennsylvania
$51.3M +$3.03M +19,945 +6%
JP Morgan Chase
38
JP Morgan Chase
New York
$49.9M -$2.5M -16,502 -5%
ML
39
McAdam LLC
Pennsylvania
$44.3M +$4.44M +29,268 +11%
IWA
40
Inspirion Wealth Advisors
Illinois
$40.3M +$1.06M +6,997 +3%
TC
41
Trust Company
Kansas
$40M +$323K +2,126 +0.8%
LNC
42
Lincoln National Corp
Pennsylvania
$39.7M -$9.99M -65,829 -20%
PAG
43
Private Advisor Group
New Jersey
$38.3M -$48.9K -322 -0.1%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$38M -$2.07M -13,633 -5%
KF
45
Krilogy Financial
Missouri
$35.6M +$618K +4,071 +2%
MAM
46
Marotta Asset Management
Virginia
$35.5M -$370K -2,436 -1%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$35.5M +$3M +19,741 +9%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$34.6M -$371K -2,443 -1%
MML Investors Services
49
MML Investors Services
Massachusetts
$32.9M -$2.37M -15,600 -7%
FWP
50
Falcon Wealth Planning
California
$30.5M +$843K +5,557 +3%