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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
26
SYM Financial Corp
Indiana
$95.6M +$3.25M +19,089 +4%
AWM
27
Avior Wealth Management
Nebraska
$93.8M -$636K -3,739 -0.7%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$90.6M +$6.65M +39,094 +8%
US Bancorp
29
US Bancorp
Minnesota
$81M +$126K +738 +0.2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$77.5M -$2.63M -15,454 -3%
Creative Planning
31
Creative Planning
Kansas
$76M -$2.67M -15,719 -3%
PMAM
32
Picton Mahoney Asset Management
Ontario, Canada
$70.9M +$56.9M +334,159 +463%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$68.9M +$17.8M +104,463 +36%
Truist Financial
34
Truist Financial
North Carolina
$66.4M +$1.17M +6,854 +2%
RA
35
Rodgers & Associates
Pennsylvania
$64.2M +$1.68M +9,875 +3%
JP Morgan Chase
36
JP Morgan Chase
New York
$63.3M -$3.94M -23,184 -6%
ML
37
McAdam LLC
Pennsylvania
$57.4M +$3.18M +18,671 +6%
HighTower Advisors
38
HighTower Advisors
Illinois
$56.4M +$2.89K +17 +0%
BM
39
Berman McAleer
Maryland
$51.7M +$50.1M +294,507 New
PAG
40
Private Advisor Group
New Jersey
$49.9M +$1.73M +10,192 +4%
KF
41
Krilogy Financial
Missouri
$49.7M +$9.37M +55,054 +24%
EH
42
Equitable Holdings
New York
$49.4M -$706K -4,147 -1%
IWA
43
Inspirion Wealth Advisors
Illinois
$46M -$2.16M -12,689 -4%
Corient Private Wealth
44
Corient Private Wealth
Florida
$45.9M +$42.2M +247,900 +1,677%
TC
45
Trust Company
Kansas
$44.5M +$629K +3,698 +1%
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$42.9M -$410K -2,408 -1%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$42.1M -$257K -1,508 -0.6%
MML Investors Services
48
MML Investors Services
Massachusetts
$40.3M -$2.16M -12,699 -5%
MAM
49
Marotta Asset Management
Virginia
$38.9M +$489K +2,876 +1%
KL
50
KWMG LLC
Kansas
$34.4M +$980K +5,758 +3%
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