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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Avior Wealth Management
Nebraska
$89M +$532K +3,361 +0.6%
SFC
27
SYM Financial Corp
Indiana
$86.9M +$1.37M +8,640 +2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$78.9M -$8.28M -52,304 -10%
US Bancorp
29
US Bancorp
Minnesota
$76.2M +$7.41M +46,772 +11%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$75.6M -$7.24M -45,740 -9%
Creative Planning
31
Creative Planning
Kansas
$74.2M +$553K +3,495 +0.8%
JP Morgan Chase
32
JP Morgan Chase
New York
$63.5M -$1.58M -9,966 -3%
Truist Financial
33
Truist Financial
North Carolina
$61.4M -$244K -1,541 -0.4%
RA
34
Rodgers & Associates
Pennsylvania
$58.9M +$2.88M +18,163 +5%
HighTower Advisors
35
HighTower Advisors
Illinois
$53.1M +$6.5M +41,027 +15%
ML
36
McAdam LLC
Pennsylvania
$51M +$2.3M +14,510 +5%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$47.8M +$3.91M +24,691 +9%
EH
38
Equitable Holdings
New York
$47.2M +$2.57M +16,261 +6%
IWA
39
Inspirion Wealth Advisors
Illinois
$47.2M -$396K -2,503 -0.9%
PAG
40
Private Advisor Group
New Jersey
$45.3M +$1.49M +9,398 +4%
TC
41
Trust Company
Kansas
$41.3M +$868K +5,483 +2%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$40.8M +$2.18M +13,791 +6%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$40.7M -$407K -2,568 -1%
MML Investors Services
44
MML Investors Services
Massachusetts
$40.1M -$229K -1,448 -0.6%
KF
45
Krilogy Financial
Missouri
$38.5M +$1.72M +10,857 +5%
SF
46
Summit Financial
New Jersey
$37.5M +$7.83M +49,432 +28%
MAM
47
Marotta Asset Management
Virginia
$36.2M -$2.62M -16,574 -7%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$33.2M +$5.79M +36,565 +22%
KL
49
KWMG LLC
Kansas
$31.5M +$825K +5,209 +3%
CCM
50
Condor Capital Management
New Jersey
$31.3M +$75.7K +478 +0.3%