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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
$105M +$1.51M +8,074 +1%
WA
27
Waverly Advisors
Alabama
$97.7M -$2.34M -12,550 -2%
AWM
28
Avior Wealth Management
Nebraska
$97.3M -$2.35M -12,601 -2%
US Bancorp
29
US Bancorp
Minnesota
$93.2M +$2.75M +14,694 +3%
Creative Planning
30
Creative Planning
Kansas
$79.9M -$123K -657 -0.2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$78.2M +$1.16M +6,196 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$74M -$4.98M -26,635 -6%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$73.6M -$21.5M -114,889 -22%
JP Morgan Chase
34
JP Morgan Chase
New York
$69.7M +$294K +1,574 +0.4%
RA
35
Rodgers & Associates
Pennsylvania
$69M -$1.02M -5,437 -1%
ML
36
McAdam LLC
Pennsylvania
$65.2M +$1.26M +6,718 +2%
Truist Financial
37
Truist Financial
North Carolina
$63M -$8.34M -44,626 -12%
HighTower Advisors
38
HighTower Advisors
Illinois
$60.2M -$433K -2,320 -0.7%
KF
39
Krilogy Financial
Missouri
$57.1M +$373K +1,996 +0.7%
BM
40
Berman McAleer
Maryland
$56.4M +$1.06M +5,680 +2%
PAG
41
Private Advisor Group
New Jersey
$54.5M +$246K +1,319 +0.4%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$53.6M +$3.47M +18,571 +7%
Corient Private Wealth
43
Corient Private Wealth
Florida
$50.6M -$51.4M -275,376 -50%
CBU
44
CIBC Bancorp USA
Illinois
$50.4M +$51.4M +274,908 New
IWA
45
Inspirion Wealth Advisors
Illinois
$48.9M -$936K -5,009 -2%
EH
46
Equitable Holdings
New York
$48.8M +$3.26M +17,448 +7%
TC
47
Trust Company
Kansas
$48.1M +$353K +1,889 +0.7%
MML Investors Services
48
MML Investors Services
Massachusetts
$44.5M -$148K -790 -0.3%
HIP
49
HUB Investment Partners
Texas
$43.5M +$28.6M +153,115 +185%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$42.7M -$1.5M -8,027 -3%