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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
$85.3M +$220K +1,381 +0.3%
AWM
27
Avior Wealth Management
Nebraska
$83.3M -$329K -2,069 -0.4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$79.3M +$256K +1,611 +0.3%
Mariner
29
Mariner
Kansas
$73.2M +$2.12M +13,345 +3%
Osaic Holdings
30
Osaic Holdings
Arizona
$72.9M -$310K -1,949 -0.4%
US Bancorp
31
US Bancorp
Minnesota
$68.1M -$1.2M -7,535 -2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$67.8M -$238K -1,496 -0.4%
Truist Financial
33
Truist Financial
North Carolina
$62.6M -$273K -1,715 -0.5%
Creative Planning
34
Creative Planning
Kansas
$61.2M -$138K -868 -0.2%
EH
35
Equitable Holdings
New York
$58.7M +$26.5K +167 +0%
JP Morgan Chase
36
JP Morgan Chase
New York
$57.2M +$1.53M +9,624 +3%
RA
37
Rodgers & Associates
Pennsylvania
$55.7M -$1.44M -9,032 -3%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$48.6M -$41.8M -263,245 -48%
ML
39
McAdam LLC
Pennsylvania
$48M -$1.35M -8,480 -3%
IWA
40
Inspirion Wealth Advisors
Illinois
$46M +$992K +6,240 +2%
LNC
41
Lincoln National Corp
Pennsylvania
$44.9M +$573K +3,607 +1%
MFIM
42
Mesirow Financial Investment Management
Illinois
$42.8M +$22.1M +138,920 +119%
PAG
43
Private Advisor Group
New Jersey
$42.5M -$113K -713 -0.3%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$40.3M -$1.94M -12,207 -5%
TC
45
Trust Company
Kansas
$40M -$4.31M -27,115 -10%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$39.8M +$1.21M +7,617 +3%
MAM
47
Marotta Asset Management
Virginia
$39.7M -$251K -1,578 -0.7%
MML Investors Services
48
MML Investors Services
Massachusetts
$37.9M +$1.12M +7,058 +3%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$36.5M -$2.9M -18,257 -8%
KF
50
Krilogy Financial
Missouri
$36.2M -$3.33M -20,934 -9%