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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
$82.3M -$6.58K -39 -0%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$80.8M +$4.46M +26,426 +6%
Mariner
28
Mariner
Kansas
$74.1M +$3.62M +21,489 +5%
Creative Planning
29
Creative Planning
Kansas
$72.3M +$13.7M +81,423 +22%
Osaic Holdings
30
Osaic Holdings
Arizona
$66.7M -$2.92M -17,300 -4%
US Bancorp
31
US Bancorp
Minnesota
$65.9M +$265K +1,572 +0.4%
PLFA
32
Pacific Life Fund Advisors
California
$63.2M -$20.9M -123,652 -24%
JP Morgan Chase
33
JP Morgan Chase
New York
$62.6M +$7.76M +45,977 +13%
EH
34
Equitable Holdings
New York
$61.9M +$5.5M +32,627 +9%
Truist Financial
35
Truist Financial
North Carolina
$60.2M -$229K -1,355 -0.4%
RA
36
Rodgers & Associates
Pennsylvania
$54.9M +$1.19M +7,045 +2%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$51.6M +$4.88M +28,911 +10%
ML
38
McAdam LLC
Pennsylvania
$48M +$1.83M +10,874 +4%
IWA
39
Inspirion Wealth Advisors
Illinois
$46M +$1.64M +9,698 +4%
PAG
40
Private Advisor Group
New Jersey
$41M -$27.2K -161 -0.1%
MML Investors Services
41
MML Investors Services
Massachusetts
$40.6M +$4.15M +24,606 +11%
TC
42
Trust Company
Kansas
$39.2M +$550K +3,259 +1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$38.7M +$341K +2,019 +0.9%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$38.7M +$3.6M +21,362 +10%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$37.5M -$1.42M -8,447 -4%
MAM
46
Marotta Asset Management
Virginia
$35.9M -$2.43M -14,407 -6%
HighTower Advisors
47
HighTower Advisors
Illinois
$34.8M +$1.34M +7,962 +4%
KF
48
Krilogy Financial
Missouri
$34.7M -$272K -1,615 -0.7%
CCM
49
Condor Capital Management
New Jersey
$32M +$179K +1,061 +0.5%
KL
50
KWMG LLC
Kansas
$29.4M -$399K -2,364 -1%