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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
$83.4M +$1.8M +10,990 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$81.1M +$964K +5,897 +1%
Creative Planning
28
Creative Planning
Kansas
$71.9M +$182K +1,116 +0.2%
US Bancorp
29
US Bancorp
Minnesota
$66.8M +$1.43M +8,742 +2%
JP Morgan Chase
30
JP Morgan Chase
New York
$63.6M +$1.44M +8,799 +2%
Truist Financial
31
Truist Financial
North Carolina
$60.2M +$414K +2,534 +0.7%
RA
32
Rodgers & Associates
Pennsylvania
$54.6M +$132K +807 +0.2%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$54.2M +$3.09M +18,883 +6%
Osaic Holdings
34
Osaic Holdings
Arizona
$50.4M -$17M -103,820 -25%
ML
35
McAdam LLC
Pennsylvania
$47.4M -$259K -1,582 -0.5%
IWA
36
Inspirion Wealth Advisors
Illinois
$46.5M +$898K +5,494 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$45.3M +$11M +67,155 +31%
EH
38
Equitable Holdings
New York
$43.5M -$18.3M -111,773 -29%
PAG
39
Private Advisor Group
New Jersey
$42.7M +$2.09M +12,809 +5%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$42.7M +$4.32M +26,432 +11%
MAM
41
Marotta Asset Management
Virginia
$39.7M +$2.36M +14,407 +6%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$39.4M +$1.04M +6,347 +3%
TC
43
Trust Company
Kansas
$39.4M +$554K +3,387 +1%
MML Investors Services
44
MML Investors Services
Massachusetts
$39.4M -$894K -5,466 -2%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$37.6M +$387K +2,367 +1%
KF
46
Krilogy Financial
Missouri
$35.8M +$1.45M +8,859 +4%
CCM
47
Condor Capital Management
New Jersey
$30.5M -$1.29M -7,894 -4%
KL
48
KWMG LLC
Kansas
$29.9M +$707K +4,324 +2%
BEI
49
Benjamin Edwards Inc
Missouri
$28.8M +$3.6M +22,032 +14%
SF
50
Summit Financial
New Jersey
$28.5M +$107K +654 +0.4%