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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Marotta Asset Management
Virginia
$42.8M -$280K -1,448 -0.7%
KL
52
KWMG LLC
Kansas
$42.4M +$1.49M +7,693 +4%
SF
53
Summit Financial
New Jersey
$40.8M +$2.27M +11,714 +6%
NA
54
NewEdge Advisors
Louisiana
$37.9M -$1.35M -6,978 -4%
BFA
55
Bragg Financial Advisors
North Carolina
$36M +$649K +3,353 +2%
BPA
56
Beacon Pointe Advisors
California
$33.5M +$2.03M +10,517 +7%
CCM
57
Condor Capital Management
New Jersey
$33.3M -$533K -2,755 -2%
P
58
&Partners
Tennessee
$33M +$4.97M +25,670 +18%
FAT
59
First American Trust
California
$32.4M -$424K -2,194 -1%
William Blair & Company
60
William Blair & Company
Illinois
$32.2M -$2.78M -14,384 -8%
CSP
61
Cary Street Partners
Virginia
$31.7M -$72.4K -374 -0.2%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$31.2M -$114K -589 -0.4%
DG
63
Diesslin Group
Texas
$30.7M +$5.94M +30,716 +25%
AW
64
Avion Wealth
Texas
$30.7M -$472K -2,439 -2%
BIA
65
BHK Investment Advisors
Alabama
$30.4M +$181K +937 +0.6%
PPW
66
Presilium Private Wealth
Pennsylvania
$30.3M +$1.28M +6,627 +5%
MFIM
67
Mesirow Financial Investment Management
Illinois
$29.6M +$340K +1,759 +1%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$29.3M +$504K +2,605 +2%
WF
69
WoodTrust Financial
Wisconsin
$28.9M -$1.63M -8,425 -5%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$28.7M -$1.17M -6,029 -4%
DM
71
Diversified Management
Wisconsin
$28.6M -$194K -1,003 -0.7%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$28.6M +$4.14M +21,412 +17%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$28.5M +$6.69M +34,569 +32%
SWA
74
Shah Wealth Advisors
California
$27.1M +$26.5M +136,988 New
Natixis Advisors
75
Natixis Advisors
Massachusetts
$26.9M +$1.67M +8,631 +7%